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Finer Wealth Management’s Verizon VZ Stock Holding History

Finer 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 		$3.5M Buy
69,626
+1,551
+2% +$71.9K 1.75% 17
2025
Q4 		$2.77M Sell
68,075
-1,859
-3% -$75.4K 1.34% 23
2025
Q3 		$3.07M Sell
69,934
-1,491
-2% -$64.5K 1.53% 17
2025
Q2 		$3.09M Buy
71,425
+16,681
+30% +$722K 1.65% 18
2025
Q1 		$2.48M Buy
54,744
+2,384
+5% +$99.2K 1.49% 20
2024
Q4 		$2.09M Sell
52,360
-3,514
-6% -$148K 1.2% 26
2024
Q3 		$2.51M Buy
55,874
+1,799
+3% +$75.1K 1.55% 20
2024
Q2 		$2.23M Sell
54,075
-1,332
-2% -$53.7K 1.44% 20
2024
Q1 		$2.32M Buy
55,407
+670
+1% +$27K 1.53% 20
2023
Q4 		$2.06M Sell
54,737
-7,848
-13% -$278K 1.54% 23
2023
Q3 		$2.03M Buy
62,585
+1,538
+3% +$52K 1.62% 22
2023
Q2 		$2.27M Buy
61,047
+1,628
+3% +$60.3K 1.77% 21
2023
Q1 		$2.31M Buy
59,419
+4,246
+8% +$167K 1.95% 16
2022
Q4 		$2.17M Sell
55,173
-14,277
-21% -$538K 2.03% 17
2022
Q3 		$2.64M Sell
69,450
-1,342
-2% -$59.8K 2.6% 10
2022
Q2 		$3.59M Buy
70,792
+6,746
+11% +$341K 3.28% 8
2022
Q1 		$3.26M Buy
64,046
+6,614
+12% +$350K 2.66% 10
2021
Q4 		$2.98M Buy
+57,432
New +$3M 2.48% 10

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Finer Wealth Management increased its Verizon (VZ) stake by 2.3% in Q1 2026, buying an estimated $71.9K and bringing the position to 69,626 shares worth $3.5M. The position accounts for 1.75% of the portfolio, ranked #17.

Finer Wealth Management first reported a position in VZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.59M in Q2 2022. 3,261 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Finer Wealth Management held 69,626 shares of Verizon worth $3.5M as of Q1 2026.
  • Finer Wealth Management bought 1,551 Verizon shares in Q1 2026, an estimated $71.9K.
  • Verizon made up 1.75% of Finer Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Finer Wealth Management first reported a position in Verizon in Q4 2021 and has held it in 18 quarters since.
  • Finer Wealth Management's Verizon position peaked at $3.59M in Q2 2022.
  • 3,261 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Finer Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.