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IMG Wealth Management’s Verizon VZ Stock Holding History

IMG 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
Q1 		$50.1K Sell
998
-337
-25% -$15.6K 0.03% 173
2025
Q4 		$54.4K Buy
1,335
+560
+72% +$22.7K 0.03% 160
2025
Q3 		$34.1K Hold
775
– – 0.02% 170
2025
Q2 		$33.5K Sell
775
-2,681
-78% -$116K 0.03% 169
2025
Q1 		$157K Hold
3,456
– – 0.14% 83
2024
Q4 		$138K Buy
+3,456
New +$146K 0.13% 87

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IMG Wealth Management's VZ Position: Q1 2026 in Review

IMG Wealth Management reduced its Verizon (VZ) stake by 25% in Q1 2026, selling an estimated $15.6K and leaving 998 shares worth $50.1K. The position accounts for 0.03% of the portfolio, ranked #173.

IMG Wealth Management first reported a position in VZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $157K in Q1 2025. 3,259 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • IMG Wealth Management held 998 shares of Verizon worth $50.1K as of Q1 2026.
  • IMG Wealth Management sold 337 Verizon shares in Q1 2026, an estimated $15.6K.
  • Verizon made up 0.03% of IMG Wealth Management's portfolio in Q1 2026, its #173 holding.
  • IMG Wealth Management first reported a position in Verizon in Q4 2024 and has held it in 6 quarters since.
  • IMG Wealth Management's Verizon position peaked at $157K in Q1 2025.
  • 3,259 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.