CWM
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Cornerstone Wealth Management’s Verizon VZ Stock Holding History

Cornerstone Wealth Management’s Portfolio VZ Stock Details VZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.39M Sell
56,402
-100
-0.2% -$4.69K 0.1% 189
2026
Q1 		$2.84M Buy
56,502
+14,530
+35% +$673K 0.14% 150
2025
Q4 		$1.71M Buy
41,972
+1,098
+3% +$44.5K 0.09% 200
2025
Q3 		$1.8M Buy
40,874
+2,438
+6% +$106K 0.1% 185
2025
Q2 		$1.66M Buy
38,436
+3,579
+10% +$155K 0.1% 175
2025
Q1 		$1.58M Buy
34,857
+4,901
+16% +$204K 0.11% 167
2024
Q4 		$1.2M Sell
29,956
-4,092
-12% -$173K 0.08% 203
2024
Q3 		$1.53M Sell
34,048
-544
-2% -$22.7K 0.11% 162
2024
Q2 		$1.43M Buy
34,592
+2,942
+9% +$119K 0.11% 158
2024
Q1 		$1.33M Buy
31,650
+1,642
+5% +$66.2K 0.11% 170
2023
Q4 		$1.13M Sell
30,008
-2,262
-7% -$80K 0.1% 177
2023
Q3 		$1.05M Buy
32,270
+5,841
+22% +$197K 0.1% 174
2023
Q2 		$983K Buy
26,429
+871
+3% +$32.2K 0.09% 185
2023
Q1 		$994K Buy
+25,558
New +$1.01M 0.1% 177
2022
Q3 		$801K Sell
21,100
-798
-4% -$35.5K 0.09% 191
2022
Q2 		$1.11M Sell
21,898
-491
-2% -$24.8K 0.12% 149
2022
Q1 		$1.14M Buy
22,389
+75
+0.3% +$3.97K 0.11% 159
2021
Q4 		$1.15M Buy
22,314
+2,167
+11% +$113K 0.11% 170
2021
Q3 		$1.09M Sell
20,147
-271
-1% -$15K 0.12% 173
2021
Q2 		$1.14M Sell
20,418
-2,738
-12% -$157K 0.12% 169
2021
Q1 		$1.35M Buy
23,156
+3,029
+15% +$171K 0.16% 134
2020
Q4 		$1.18M Sell
20,127
-370
-2% -$22K 0.15% 136
2020
Q3 		$1.22M Sell
20,497
-555
-3% -$32.2K 0.18% 111
2020
Q2 		$1.16M Buy
21,052
+3,411
+19% +$192K 0.19% 111
2020
Q1 		$948K Buy
17,641
+1,025
+6% +$58.6K 0.18% 107
2019
Q4 		$1.02M Sell
16,616
-527
-3% -$31.8K 0.17% 128
2019
Q3 		$1.03M Sell
17,143
-598
-3% -$34.4K 0.18% 122
2019
Q2 		$1.02M Buy
17,741
+1,073
+6% +$61.8K 0.18% 116
2019
Q1 		$1.6M Buy
16,668
+2,518
+18% +$143K 0.19% 128
2018
Q4 		$800K Sell
14,150
-1,355,880
-99% -$76.9M 0.17% 129
2018
Q3 		$27.9M Buy
1,370,030
+254,013
+23% +$13.4M 0.35% 61
2018
Q2 		$22.1M Buy
1,116,017
+1,093,213
+4,794% +$52.9M 0.25% 91
2018
Q1 		$1.08M Sell
22,804
-5,411
-19% -$272K 0.21% 103
2017
Q4 		$1.47M Buy
28,215
+284
+1% +$14K 0.28% 75
2017
Q3 		$1.37M Buy
27,931
+2,735
+11% +$129K 0.28% 76
2017
Q2 		$1.09M Buy
25,196
+2,955
+13% +$138K 0.24% 87
2017
Q1 		$1.09M Buy
22,241
+2,726
+14% +$137K 0.27% 80
2016
Q4 		$1.06M Buy
19,515
+2,167
+12% +$108K 0.34% 59
2016
Q3 		$889K Buy
+17,348
New +$931K 0.33% 56

Other funds holding VZ

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cornerstone Wealth Management's VZ Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its Verizon (VZ) stake by 0.18% in Q2 2026, selling an estimated $4.69K and leaving 56,402 shares worth $2.39M. The position accounts for 0.1% of the portfolio, ranked #189.

Cornerstone Wealth Management first reported a position in VZ in Q3 2016 and has held it in 39 quarters since. The position peaked at $27.9M in Q3 2018. 1,049 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Cornerstone Wealth Management held 56,402 shares of Verizon worth $2.39M as of Q2 2026.
  • Cornerstone Wealth Management sold 100 Verizon shares in Q2 2026, an estimated $4.69K.
  • Verizon made up 0.1% of Cornerstone Wealth Management's portfolio in Q2 2026, its #189 holding.
  • Cornerstone Wealth Management first reported a position in Verizon in Q3 2016 and has held it in 39 quarters since.
  • Cornerstone Wealth Management's Verizon position peaked at $27.9M in Q3 2018.
  • 1,049 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.