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FSM Wealth Advisors’s Verizon VZ Stock Holding History

FSM Wealth Advisors’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 		$661K Buy
15,609
+1,299
+9% +$60.9K 0.07% 152
2026
Q1 		$718K Buy
14,310
+560
+4% +$26K 0.09% 124
2025
Q4 		$560K Sell
13,750
-3,295
-19% -$134K 0.08% 151
2025
Q3 		$749K Buy
17,045
+2,720
+19% +$118K 0.11% 118
2025
Q2 		$613K Buy
14,325
+1,980
+16% +$85.7K 0.1% 132
2025
Q1 		$560K Buy
12,345
+2,220
+22% +$92.4K 0.13% 98
2024
Q4 		$388K Buy
10,125
+366
+4% +$15.4K 0.1% 118
2024
Q3 		$438K Buy
9,759
+836
+9% +$34.9K 0.12% 102
2024
Q2 		$368K Sell
8,923
-839
-9% -$33.8K 0.12% 101
2024
Q1 		$410K Buy
9,762
+294
+3% +$11.9K 0.15% 99
2023
Q4 		$357K Buy
9,468
+1,960
+26% +$69.3K 0.15% 104
2023
Q3 		$243K Sell
7,508
-455
-6% -$15.4K 0.12% 125
2023
Q2 		$279K Sell
7,963
-1,224
-13% -$45.3K 0.14% 127
2023
Q1 		$357K Buy
9,187
+1,324
+17% +$52.2K 0.21% 100
2022
Q4 		$310K Sell
7,863
-1,536
-16% -$57.9K 0.22% 103
2022
Q3 		$357K Buy
9,399
+4,446
+90% +$198K 0.3% 86
2022
Q2 		$221K Buy
+4,953
New +$251K 0.22% 105

Other funds holding VZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
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
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

FSM Wealth Advisors's VZ Position: Q2 2026 in Review

FSM Wealth Advisors increased its Verizon (VZ) stake by 9.1% in Q2 2026, buying an estimated $60.9K and bringing the position to 15,609 shares worth $661K. The position accounts for 0.07% of the portfolio, ranked #152.

FSM Wealth Advisors first reported a position in VZ in Q2 2022 and has held it in 17 quarters since. The position peaked at $749K in Q3 2025. 1,777 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • FSM Wealth Advisors held 15,609 shares of Verizon worth $661K as of Q2 2026.
  • FSM Wealth Advisors bought 1,299 Verizon shares in Q2 2026, an estimated $60.9K.
  • Verizon made up 0.07% of FSM Wealth Advisors's portfolio in Q2 2026, its #152 holding.
  • FSM Wealth Advisors first reported a position in Verizon in Q2 2022 and has held it in 17 quarters since.
  • FSM Wealth Advisors's Verizon position peaked at $749K in Q3 2025.
  • 1,777 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.