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Garton & Associates Financial Advisors’s Verizon VZ Stock Holding History

Garton & Associates Financial 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 		– Sell
-6,732
Closed -$338K – 73
2026
Q1 		$338K Sell
6,732
-8
-0.1% -$371 0.28% 75
2025
Q4 		$275K Buy
+6,740
New +$273K 0.15% 94

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Garton & Associates Financial Advisors's VZ Position: Q2 2026 in Review

Garton & Associates Financial Advisors sold out of Verizon (VZ) in Q2 2026, closing a stake of 6,732 shares — an estimated $338K sold.

Garton & Associates Financial Advisors first reported a position in VZ in Q4 2025 and held it in 2 quarters. The position peaked at $338K in Q1 2026. 3,136 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Garton & Associates Financial Advisors reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 6,732 Verizon shares in Q2 2026, an estimated $338K.
  • Garton & Associates Financial Advisors first reported a position in Verizon in Q4 2025 and held it in 2 quarters.
  • Garton & Associates Financial Advisors's Verizon position peaked at $338K in Q1 2026.
  • 3,136 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.