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Focused Wealth Management’s Verizon VZ Stock Holding History

Focused 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
2018
Q2 		– Sell
-11,000
Closed -$8K – 744
2018
Q1 		$8K Buy
+11,000
New +$553K ﹤0.01% 505
2017
Q2 		– Sell
-7,000
Closed -$7K – 746
2017
Q1 		$7K Buy
+7,000
New +$351K ﹤0.01% 513

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

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

Focused Wealth Management reduced its Verizon (VZ) stake by 27% in Q1 2026, selling an estimated $263K and leaving 15,280 shares worth $767K. The position accounts for 0.08% of the portfolio, ranked #87.

Focused Wealth Management first reported a position in VZ in Q3 2013 and has held it in 51 quarters since. The position peaked at $1.6M in Q1 2023. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Focused Wealth Management held 15,280 shares of Verizon worth $767K as of Q1 2026.
  • Focused Wealth Management sold 5,677 Verizon shares in Q1 2026, an estimated $263K.
  • Verizon made up 0.08% of Focused Wealth Management's portfolio in Q1 2026, its #87 holding.
  • Focused Wealth Management first reported a position in Verizon in Q3 2013 and has held it in 51 quarters since.
  • Focused Wealth Management's Verizon position peaked at $1.6M in Q1 2023.
  • 3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.