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Disciplined Investments’s Verizon VZ Stock Holding History

Disciplined Investments’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 		$295K Buy
6,977
+1
+0% +$47 0.1% 116
2026
Q1 		$350K Buy
+6,976
New +$323K 0.13% 104
2023
Q3 		– Sell
-5,003
Closed -$186K – 1526
2023
Q2 		$186K Buy
5,003
+2,889
+137% +$107K 0.1% 116
2023
Q1 		$82.2K Sell
2,114
-163
-7% -$6.43K 0.03% 189
2022
Q4 		$89.7K Sell
2,277
-312
-12% -$11.8K 0.04% 151
2022
Q3 		$98K Sell
2,589
-191
-7% -$8.51K 0.05% 160
2022
Q2 		$141K Buy
2,780
+66
+2% +$3.34K 0.06% 139
2022
Q1 		$138K Buy
2,714
+478
+21% +$25.3K 0.06% 146
2021
Q4 		$116K Sell
2,236
-141
-6% -$7.36K 0.05% 145
2021
Q3 		$128K Sell
2,377
-37
-2% -$2.05K 0.06% 132
2021
Q2 		$135K Buy
2,414
+1,275
+112% +$73.2K 0.07% 127
2021
Q1 		$66K Sell
1,139
-288
-20% -$16.3K 0.04% 161
2020
Q4 		$84K Sell
1,427
-230
-14% -$13.7K 0.06% 124
2020
Q3 		$99K Buy
1,657
+827
+100% +$48K 0.07% 123
2020
Q2 		$46K Sell
830
-277
-25% -$15.6K 0.04% 170
2020
Q1 		$59K Buy
1,107
+277
+33% +$15.8K 0.06% 141
2019
Q4 		$51K Buy
+830
New +$50.1K 0.04% 165

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Disciplined Investments's VZ Position: Q2 2026 in Review

Disciplined Investments increased its Verizon (VZ) stake by 0.01% in Q2 2026, buying an estimated $47 and bringing the position to 6,977 shares worth $295K. The position accounts for 0.1% of the portfolio, ranked #116.

Disciplined Investments first reported a position in VZ in Q4 2019 and has held it in 17 quarters since. The position peaked at $350K in Q1 2026. 3,153 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Disciplined Investments held 6,977 shares of Verizon worth $295K as of Q2 2026.
  • Disciplined Investments bought 1 Verizon share in Q2 2026, an estimated $47.
  • Verizon made up 0.1% of Disciplined Investments's portfolio in Q2 2026, its #116 holding.
  • Disciplined Investments first reported a position in Verizon in Q4 2019 and has held it in 17 quarters since.
  • Disciplined Investments's Verizon position peaked at $350K in Q1 2026.
  • 3,153 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.