Elmwood Wealth Management’s Verizon VZ Stock Holding History

Elmwood 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	$285K	Buy	6,742 +1,274	+23%	+$59.8K	0.07%	164
2026 Q1	$274K	Buy	5,468 +27	+0.5%	+$1.25K	0.08%	161
2025 Q4	$222K	Buy	+5,441	New	+$221K	0.07%	159
2022 Q1	–	Sell	-2,820	Closed	-$147K	–	331
2021 Q4	$147K	Buy	+2,820	New	+$147K	0.07%	130
2021 Q2	$123K	Buy	2,189 +119	+6%	+$6.83K	0.06%	129
2021 Q1	$120K	Buy	+2,070	New	+$117K	0.07%	125
2020 Q3	$116K	Hold	2,106	–	–	0.09%	104
2020 Q2	$116K	Sell	2,106 -944	-31%	-$53.1K	0.09%	104
2020 Q1	$146K	Buy	+3,050	New	+$175K	0.14%	97
2019 Q4	–	Sell	-1,950	Closed	-$118K	–	246
2019 Q3	$118K	Hold	1,950	–	–	0.12%	92
2019 Q2	$111K	Sell	1,950 -289	-13%	-$16.7K	0.1%	103
2019 Q1	$132K	Hold	2,239	–	–	0.12%	93
2018 Q4	$126K	Sell	2,239 -811	-27%	-$46K	0.12%	98
2018 Q3	$163K	Hold	3,050	–	–	0.14%	98
2018 Q2	$153K	Hold	3,050	–	–	0.14%	99
2018 Q1	$146K	Buy	+3,050	New	+$153K	0.14%	97

Other funds holding VZ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Elmwood Wealth Management increased its Verizon (VZ) stake by 23% in Q2 2026, buying an estimated $59.8K and bringing the position to 6,742 shares worth $285K. The position accounts for 0.07% of the portfolio, ranked #164.

Elmwood Wealth Management first reported a position in VZ in Q1 2018 and has held it in 16 quarters since. 1,722 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Elmwood Wealth Management held 6,742 shares of Verizon worth $285K as of Q2 2026.
Elmwood Wealth Management bought 1,274 Verizon shares in Q2 2026, an estimated $59.8K.
Verizon made up 0.07% of Elmwood Wealth Management's portfolio in Q2 2026, its #164 holding.
Elmwood Wealth Management first reported a position in Verizon in Q1 2018 and has held it in 16 quarters since.
1,722 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.