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Iams Wealth Management’s Verizon VZ Stock Holding History

Iams 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
2026
Q2 		$670K Buy
15,826
+4,584
+41% +$215K 0.2% 130
2026
Q1 		$564K Sell
11,242
-148
-1% -$6.86K 0.2% 130
2025
Q4 		$464K Buy
11,390
+2,547
+29% +$103K 0.17% 128
2025
Q3 		$389K Buy
8,843
+1,252
+16% +$54.2K 0.16% 134
2025
Q2 		$328K Buy
+7,591
New +$329K 0.15% 138

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Iams Wealth Management's VZ Position: Q2 2026 in Review

Iams Wealth Management increased its Verizon (VZ) stake by 41% in Q2 2026, buying an estimated $215K and bringing the position to 15,826 shares worth $670K. The position accounts for 0.2% of the portfolio, ranked #130.

Iams Wealth Management first reported a position in VZ in Q2 2025 and has held it in 5 quarters since. 1,723 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Iams Wealth Management held 15,826 shares of Verizon worth $670K as of Q2 2026.
  • Iams Wealth Management bought 4,584 Verizon shares in Q2 2026, an estimated $215K.
  • Verizon made up 0.2% of Iams Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Iams Wealth Management first reported a position in Verizon in Q2 2025 and has held it in 5 quarters since.
  • 1,723 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.