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HHM Wealth Advisors’s Verizon VZ Stock Holding History

HHM 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 		$209K Buy
4,938
+228
+5% +$10.7K 0.02% 208
2026
Q1 		$236K Sell
4,710
-585
-11% -$27.1K 0.03% 176
2025
Q4 		$216K Sell
5,295
-250
-5% -$10.1K 0.03% 187
2025
Q3 		$244K Buy
5,545
+397
+8% +$17.2K 0.03% 178
2025
Q2 		$223K Sell
5,148
-169
-3% -$7.32K 0.03% 184
2025
Q1 		$241K Sell
5,317
-173
-3% -$7.2K 0.03% 167
2024
Q4 		$220K Buy
5,490
+663
+14% +$28K 0.03% 178
2024
Q3 		$217K Buy
4,827
+264
+6% +$11K 0.03% 160
2024
Q2 		$188K Buy
4,563
+299
+7% +$12.1K 0.03% 176
2024
Q1 		$179K Buy
4,264
+373
+10% +$15K 0.03% 158
2023
Q4 		$147K Sell
3,891
-83
-2% -$2.94K 0.03% 167
2023
Q3 		$129K Sell
3,974
-378
-9% -$12.8K 0.03% 170
2023
Q2 		$162K Sell
4,352
-182
-4% -$6.74K 0.03% 156
2023
Q1 		$176K Buy
4,534
+775
+21% +$30.6K 0.04% 139
2022
Q4 		$148K Sell
3,759
-206
-5% -$7.76K 0.03% 142
2022
Q3 		$151K Sell
3,965
-2,309
-37% -$103K 0.04% 128
2022
Q2 		$318K Buy
6,274
+168
+3% +$8.5K 0.08% 89
2022
Q1 		$311K Buy
6,106
+850
+16% +$45K 0.07% 110
2021
Q4 		$273K Buy
5,256
+661
+14% +$34.5K 0.07% 114
2021
Q3 		$248K Sell
4,595
-390
-8% -$21.6K 0.07% 110
2021
Q2 		$279K Sell
4,985
-180
-3% -$10.3K 0.08% 102
2021
Q1 		$300K Buy
5,165
+140
+3% +$7.9K 0.09% 88
2020
Q4 		$295K Sell
5,025
-47
-0.9% -$2.79K 0.1% 78
2020
Q3 		$302K Buy
5,072
+12
+0.2% +$697 0.12% 64
2020
Q2 		$279K Sell
5,060
-212
-4% -$11.9K 0.12% 66
2020
Q1 		$283K Buy
+5,272
New +$302K 0.14% 61

Other funds holding VZ

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

HHM Wealth Advisors increased its Verizon (VZ) stake by 4.8% in Q2 2026, buying an estimated $10.7K and bringing the position to 4,938 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #208.

HHM Wealth Advisors first reported a position in VZ in Q1 2020 and has held it in 26 quarters since. The position peaked at $318K in Q2 2022. 1,068 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • HHM Wealth Advisors held 4,938 shares of Verizon worth $209K as of Q2 2026.
  • HHM Wealth Advisors bought 228 Verizon shares in Q2 2026, an estimated $10.7K.
  • Verizon made up 0.02% of HHM Wealth Advisors's portfolio in Q2 2026, its #208 holding.
  • HHM Wealth Advisors first reported a position in Verizon in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's Verizon position peaked at $318K in Q2 2022.
  • 1,068 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

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