EWM
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Evermay Wealth Management’s Verizon VZ Stock Holding History

Evermay 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 		$334K Buy
7,894
+5,320
+207% +$250K 0.03% 151
2026
Q1 		$129K Sell
2,574
-2,642
-51% -$122K 0.01% 231
2025
Q4 		$212K Buy
5,216
+470
+10% +$19.1K 0.02% 193
2025
Q3 		$209K Hold
4,746
– – 0.02% 195
2025
Q2 		$205K Sell
4,746
-55
-1% -$2.38K 0.03% 195
2025
Q1 		$218K Buy
4,801
+1,387
+41% +$57.7K 0.03% 179
2024
Q4 		$137K Sell
3,414
-75
-2% -$3.16K 0.02% 227
2024
Q3 		$157K Sell
3,489
-83
-2% -$3.46K 0.03% 222
2024
Q2 		$147K Sell
3,572
-203
-5% -$8.18K 0.02% 220
2024
Q1 		$158K Sell
3,775
-268
-7% -$10.8K 0.02% 214
2023
Q4 		$152K Buy
4,043
+40
+1% +$1.42K 0.03% 199
2023
Q3 		$130K Sell
4,003
-473
-11% -$16K 0.03% 207
2023
Q2 		$166K Buy
4,476
+671
+18% +$24.8K 0.03% 193
2023
Q1 		$148K Sell
3,805
-25
-0.7% -$986 0.03% 203
2022
Q4 		$151K Sell
3,830
-4,235
-53% -$160K 0.03% 189
2022
Q3 		$306K Sell
8,065
-3,910
-33% -$174K 0.06% 131
2022
Q2 		$608K Buy
11,975
+1,327
+12% +$67.1K 0.12% 78
2022
Q1 		$542K Sell
10,648
-5,364
-33% -$284K 0.09% 101
2021
Q4 		$832K Sell
16,012
-7,419
-32% -$387K 0.15% 55
2021
Q3 		$1.27M Sell
23,431
-4,371
-16% -$242K 0.25% 36
2021
Q2 		$1.56M Buy
27,802
+161
+0.6% +$9.24K 0.29% 32
2021
Q1 		$1.61M Sell
27,641
-1,908
-6% -$108K 0.32% 32
2020
Q4 		$1.74M Buy
29,549
+39
+0.1% +$2.32K 0.38% 28
2020
Q3 		$1.76M Buy
29,510
+854
+3% +$49.6K 0.43% 29
2020
Q2 		$1.58M Buy
28,656
+3,325
+13% +$187K 0.42% 32
2020
Q1 		$1.36M Buy
25,331
+1,555
+7% +$89K 0.41% 28
2019
Q4 		$1.46M Buy
23,776
+3,035
+15% +$183K 0.36% 36
2019
Q3 		$1.25M Buy
20,741
+2,921
+16% +$168K 0.34% 36
2019
Q2 		$1.02M Buy
17,820
+102
+0.6% +$5.88K 0.28% 41
2019
Q1 		$1.05M Buy
17,718
+3,945
+29% +$223K 0.3% 40
2018
Q4 		$774K Buy
13,773
+232
+2% +$13.2K 0.25% 43
2018
Q3 		$723K Sell
13,541
-1,893
-12% -$100K 0.23% 48
2018
Q2 		$776K Sell
15,434
-4,260
-22% -$206K 0.26% 44
2018
Q1 		$942K Sell
19,694
-403
-2% -$20.3K 0.32% 39
2017
Q4 		$1.06M Buy
20,097
+9,454
+89% +$465K 0.39% 33
2017
Q3 		$527K Sell
10,643
-892
-8% -$42K 0.23% 41
2017
Q2 		$515K Sell
11,535
-2,191
-16% -$102K 0.23% 38
2017
Q1 		$669K Buy
13,726
+2,085
+18% +$105K 0.3% 31
2016
Q4 		$621K Sell
11,641
-931
-7% -$46.5K 0.3% 28
2016
Q3 		$653K Buy
12,572
+168
+1% +$9.02K 0.33% 25
2016
Q2 		$693K Sell
12,404
-282
-2% -$14.6K 0.36% 27
2016
Q1 		$686K Hold
12,686
– – 0.38% 29
2015
Q4 		$586K Sell
12,686
-2,479
-16% -$113K 0.35% 29
2015
Q3 		$660K Buy
15,165
+971
+7% +$44.8K 0.4% 29
2015
Q2 		$662K Sell
14,194
-100
-0.7% -$4.89K 0.39% 27
2015
Q1 		$695K Buy
14,294
+1,443
+11% +$69.6K 0.41% 27
2014
Q4 		$601K Buy
12,851
+731
+6% +$35.8K 0.39% 29
2014
Q3 		$606K Buy
12,120
+441
+4% +$21.9K 0.52% 27
2014
Q2 		$571K Buy
11,679
+3,800
+48% +$184K 0.49% 27
2014
Q1 		$375K Buy
+7,879
New +$373K 0.4% 37

Other funds holding VZ

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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

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

Evermay Wealth Management increased its Verizon (VZ) stake by 207% in Q2 2026, buying an estimated $250K and bringing the position to 7,894 shares worth $334K. The position accounts for 0.03% of the portfolio, ranked #151.

Evermay Wealth Management first reported a position in VZ in Q1 2014 and has held it in 50 quarters since. The position peaked at $1.76M in Q3 2020. 1,174 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Evermay Wealth Management held 7,894 shares of Verizon worth $334K as of Q2 2026.
  • Evermay Wealth Management bought 5,320 Verizon shares in Q2 2026, an estimated $250K.
  • Verizon made up 0.03% of Evermay Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Evermay Wealth Management first reported a position in Verizon in Q1 2014 and has held it in 50 quarters since.
  • Evermay Wealth Management's Verizon position peaked at $1.76M in Q3 2020.
  • 1,174 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.