GWMIA
VZ icon

Global Wealth Management Investment Advisory’s Verizon VZ Stock Holding History

Global Wealth Management Investment Advisory’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 		$6.99M Buy
165,056
+7,954
+5% +$373K 0.99% 27
2026
Q1 		$7.89M Sell
157,102
-747
-0.5% -$34.6K 1.24% 22
2025
Q4 		$6.43M Buy
157,849
+22,112
+16% +$897K 1.03% 26
2025
Q3 		$5.97M Buy
135,737
+4,265
+3% +$185K 1% 25
2025
Q2 		$5.69M Sell
131,472
-2,874
-2% -$124K 1.07% 24
2025
Q1 		$6.09M Buy
134,346
+25,988
+24% +$1.08M 1.22% 21
2024
Q4 		$4.33M Buy
+108,358
New +$4.57M 0.89% 36
2024
Q1 		– Sell
-2,796
Closed -$105K – 437
2023
Q4 		$105K Sell
2,796
-374
-12% -$13.2K 0.03% 149
2023
Q3 		$103K Sell
3,170
-88,083
-97% -$2.98M 0.03% 153
2023
Q2 		$3.39M Buy
91,253
+1,557
+2% +$57.6K 0.93% 38
2023
Q1 		$3.49M Buy
89,696
+30,813
+52% +$1.22M 1.05% 31
2022
Q4 		$2.32M Sell
58,883
-37,066
-39% -$1.4M 0.76% 53
2022
Q3 		$3.64M Buy
95,949
+3,971
+4% +$177K 1.3% 23
2022
Q2 		$4.67M Buy
91,978
+12,174
+15% +$616K 1.57% 16
2022
Q1 		$4.07M Buy
79,804
+12,114
+18% +$642K 1.21% 22
2021
Q4 		$3.52M Buy
67,690
+3,938
+6% +$205K 1.06% 29
2021
Q3 		$3.44M Buy
63,752
+5,449
+9% +$301K 1.09% 28
2021
Q2 		$3.27M Buy
58,303
+2,543
+5% +$146K 1.09% 28
2021
Q1 		$3.24M Buy
55,760
+893
+2% +$50.4K 1.17% 28
2020
Q4 		$3.22M Buy
54,867
+1,425
+3% +$84.6K 1.25% 25
2020
Q3 		$3.18M Sell
53,442
-1,712
-3% -$99.5K 1.38% 21
2020
Q2 		$3.04M Buy
55,154
+3,373
+7% +$190K 1.3% 24
2020
Q1 		$2.78M Buy
51,781
+1,667
+3% +$95.4K 1.4% 19
2019
Q4 		$3.08M Buy
50,114
+1,257
+3% +$75.8K 1.3% 23
2019
Q3 		$2.95M Buy
48,857
+1,938
+4% +$112K 1.35% 22
2019
Q2 		$2.68M Buy
46,919
+1,703
+4% +$98.1K 1.3% 26
2019
Q1 		$2.67M Sell
45,216
-3,748
-8% -$212K 1.39% 19
2018
Q4 		$2.75M Buy
+48,964
New +$2.78M 1.6% 9

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
Citigroup
Citigroup New York $303B AUM 53.02% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Global Wealth Management Investment Advisory's VZ Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its Verizon (VZ) stake by 5.1% in Q2 2026, buying an estimated $373K and bringing the position to 165,056 shares worth $6.99M. The position accounts for 0.99% of the portfolio, ranked #27.

Global Wealth Management Investment Advisory first reported a position in VZ in Q4 2018 and has held it in 28 quarters since. The position peaked at $7.89M in Q1 2026. 1,660 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Global Wealth Management Investment Advisory held 165,056 shares of Verizon worth $6.99M as of Q2 2026.
  • Global Wealth Management Investment Advisory bought 7,954 Verizon shares in Q2 2026, an estimated $373K.
  • Verizon made up 0.99% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #27 holding.
  • Global Wealth Management Investment Advisory first reported a position in Verizon in Q4 2018 and has held it in 28 quarters since.
  • Global Wealth Management Investment Advisory's Verizon position peaked at $7.89M in Q1 2026.
  • 1,660 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.