Destination Wealth Management’s Verizon VZ Stock Holding History

Destination 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 Q1	$27.7M	Buy	552,366 +14,135	+3%	+$655K	0.72%	43
2025 Q4	$21.9M	Buy	538,231 +896	+0.2%	+$36.3K	0.57%	57
2025 Q3	$23.6M	Buy	537,335 +15,433	+3%	+$668K	0.65%	55
2025 Q2	$22.6M	Buy	521,902 +10,204	+2%	+$442K	0.66%	56
2025 Q1	$23.2M	Buy	511,698 +21,399	+4%	+$891K	0.73%	51
2024 Q4	$19.6M	Buy	490,299 +1,441	+0.3%	+$60.8K	0.61%	57
2024 Q3	$22M	Buy	488,858 +23,030	+5%	+$961K	0.68%	58
2024 Q2	$19.2M	Buy	465,828 +5,675	+1%	+$229K	0.63%	59
2024 Q1	$19.3M	Buy	460,153 +42,963	+10%	+$1.73M	0.64%	57
2023 Q4	$15.7M	Sell	417,190 -37,218	-8%	-$1.32M	0.55%	60
2023 Q3	$14.7M	Buy	454,408 +23,177	+5%	+$783K	0.57%	59
2023 Q2	$16M	Buy	431,231 +10,396	+2%	+$385K	0.6%	59
2023 Q1	$16.4M	Buy	420,835 +62,133	+17%	+$2.45M	0.62%	58
2022 Q4	$14.1M	Sell	358,702 -23,073	-6%	-$869K	0.56%	60
2022 Q3	$14.5M	Buy	381,775 +13,728	+4%	+$611K	0.61%	56
2022 Q2	$18.7M	Buy	368,047 +3,444	+0.9%	+$174K	0.75%	46
2022 Q1	$18.6M	Buy	364,603 +27,811	+8%	+$1.47M	0.69%	55
2021 Q4	$17.5M	Buy	336,792 +4,189	+1%	+$219K	0.62%	58
2021 Q3	$18M	Buy	332,603 +9,954	+3%	+$551K	0.7%	55
2021 Q2	$18.1M	Buy	322,649 +12,088	+4%	+$694K	0.7%	54
2021 Q1	$18.1M	Buy	310,561 +9,259	+3%	+$522K	0.75%	48
2020 Q4	$17.7M	Buy	301,302 +10,220	+4%	+$607K	0.77%	48
2020 Q3	$17.3M	Sell	291,082 -1,601	-0.5%	-$93K	0.88%	38
2020 Q2	$16.1M	Buy	292,683 +3,284	+1%	+$185K	0.87%	39
2020 Q1	$15.5M	Buy	289,399 +1,551	+0.5%	+$88.7K	0.95%	33
2019 Q4	$17.7M	Buy	287,848 +8,096	+3%	+$488K	0.9%	38
2019 Q3	$16.9M	Buy	279,752 +6,146	+2%	+$354K	0.91%	36
2019 Q2	$15.6M	Buy	273,606 +1,055	+0.4%	+$60.8K	0.86%	36
2019 Q1	$16.1M	Sell	272,551 -4,027	-1%	-$228K	0.91%	35
2018 Q4	$15.5M	Sell	276,578 -1,122	-0.4%	-$63.7K	0.94%	34
2018 Q3	$14.8M	Buy	277,700 +7,499	+3%	+$397K	0.82%	37
2018 Q2	$13.6M	Buy	270,201 +4,843	+2%	+$234K	0.82%	37
2018 Q1	$12.7M	Buy	265,358 +11,592	+5%	+$583K	0.77%	39
2017 Q4	$13.4M	Sell	253,766 -2,193	-0.9%	-$108K	0.82%	36
2017 Q3	$12.7M	Buy	255,959 +7,240	+3%	+$341K	0.81%	38
2017 Q2	$11.1M	Buy	248,719 +10,380	+4%	+$484K	0.74%	39
2017 Q1	$11.6M	Buy	238,339 +19,011	+9%	+$954K	0.8%	34
2016 Q4	$11.7M	Buy	219,328 +7,179	+3%	+$359K	0.86%	32
2016 Q3	$11M	Buy	212,149 +11,974	+6%	+$643K	0.85%	32
2016 Q2	$11.2M	Buy	200,175 +33,735	+20%	+$1.75M	0.92%	29
2016 Q1	$7.69M	Hold	166,440	–	–	0.74%	45
2015 Q4	$7.69M	Sell	166,440 -15,016	-8%	-$682K	0.74%	45
2015 Q3	$7.89M	Sell	181,456 -9,725	-5%	-$449K	0.88%	40
2015 Q2	$8.91M	Buy	+191,181	New	+$9.36M	0.59%	45
2014 Q4	–	Sell	-4,639	Closed	-$232K	–	130
2014 Q3	$232K	Sell	4,639 -4,022	-46%	-$200K	0.02%	121
2014 Q2	$424K	Buy	8,661 +4,198	+94%	+$203K	0.04%	98
2014 Q1	$212K	Buy	4,463 +266	+6%	+$12.6K	0.02%	116
2013 Q4	$206K	Buy	+4,197	New	+$206K	0.02%	101
2013 Q3	–	Sell	-4,177	Closed	-$210K	–	104
2013 Q2	$210K	Buy	+4,177	New	+$213K	0.03%	89

Other funds holding VZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Destination Wealth Management's VZ Position: Q1 2026 in Review

Destination Wealth Management increased its Verizon (VZ) stake by 2.6% in Q1 2026, buying an estimated $655K and bringing the position to 552,366 shares worth $27.7M. The position accounts for 0.72% of the portfolio, ranked #43.

Destination Wealth Management first reported a position in VZ in Q2 2013 and has held it in 49 quarters since. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Destination Wealth Management held 552,366 shares of Verizon worth $27.7M as of Q1 2026.
Destination Wealth Management bought 14,135 Verizon shares in Q1 2026, an estimated $655K.
Verizon made up 0.72% of Destination Wealth Management's portfolio in Q1 2026, its #43 holding.
Destination Wealth Management first reported a position in Verizon in Q2 2013 and has held it in 49 quarters since.
3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.