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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Verizon VZ Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$138K Buy
3,261
+251
+8% +$11.8K 0.04% 211
2026
Q1 		$151K Sell
3,010
-716
-19% -$33.2K 0.04% 187
2025
Q4 		$152K Buy
3,726
+337
+10% +$13.7K 0.05% 189
2025
Q3 		$149K Buy
3,389
+260
+8% +$11.3K 0.05% 168
2025
Q2 		$135K Buy
3,129
+66
+2% +$2.86K 0.05% 168
2025
Q1 		$139K Sell
3,063
-639
-17% -$26.6K 0.05% 163
2024
Q4 		$148K Buy
3,702
+1,080
+41% +$45.6K 0.06% 158
2024
Q3 		$118K Buy
2,622
+614
+31% +$25.6K 0.06% 145
2024
Q2 		$82.8K Buy
2,008
+33
+2% +$1.33K 0.05% 168
2024
Q1 		$82.9K Buy
1,975
+434
+28% +$17.5K 0.05% 159
2023
Q4 		$58.1K Sell
1,541
-435
-22% -$15.4K 0.04% 170
2023
Q3 		$64.1K Sell
1,976
-3,669
-65% -$124K 0.05% 151
2023
Q2 		$75.4K Buy
5,645
+3,211
+132% +$119K 0.06% 146
2023
Q1 		$94.7K Buy
2,434
+86
+4% +$3.39K 0.07% 124
2022
Q4 		$92.6K Buy
+2,348
New +$88.5K 0.08% 122

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s VZ Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Verizon (VZ) stake by 8.3% in Q2 2026, buying an estimated $11.8K and bringing the position to 3,261 shares worth $138K. The position accounts for 0.04% of the portfolio, ranked #211.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in VZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $152K in Q4 2025. 2,082 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 3,261 shares of Verizon worth $138K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 251 Verizon shares in Q2 2026, an estimated $11.8K.
  • Verizon made up 0.04% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #211 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Verizon in Q4 2022 and has held it in 15 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Verizon position peaked at $152K in Q4 2025.
  • 2,082 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.