IAG
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Investment Advisory Group’s Verizon VZ Stock Holding History

Investment Advisory Group’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 		$424K Sell
10,006
-595
-6% -$27.9K 0.09% 131
2026
Q1 		$532K Buy
10,601
+47
+0.4% +$2.18K 0.14% 107
2025
Q4 		$430K Sell
10,554
-2,316
-18% -$93.9K 0.11% 117
2025
Q3 		$566K Sell
12,870
-1,199
-9% -$51.9K 0.15% 102
2025
Q2 		$609K Sell
14,069
-686
-5% -$29.7K 0.18% 91
2025
Q1 		$669K Sell
14,755
-970
-6% -$40.4K 0.22% 86
2024
Q4 		$629K Sell
15,725
-443
-3% -$18.7K 0.21% 85
2024
Q3 		$726K Buy
16,168
+280
+2% +$11.7K 0.25% 77
2024
Q2 		$655K Buy
15,888
+270
+2% +$10.9K 0.25% 75
2024
Q1 		$655K Sell
15,618
-397
-2% -$16K 0.27% 74
2023
Q4 		$604K Sell
16,015
-771
-5% -$27.3K 0.28% 69
2023
Q3 		$544K Buy
16,786
+634
+4% +$21.4K 0.28% 70
2023
Q2 		$601K Buy
16,152
+1,838
+13% +$68K 0.31% 63
2023
Q1 		$557K Sell
14,314
-58
-0.4% -$2.29K 0.32% 67
2022
Q4 		$566K Sell
14,372
-946
-6% -$35.6K 0.35% 60
2022
Q3 		$582K Buy
15,318
+1
+0% +$45 0.4% 52
2022
Q2 		$779K Sell
15,317
-128
-0.8% -$6.47K 0.53% 43
2022
Q1 		$789K Hold
15,445
– – 0.48% 49
2021
Q4 		$819K Buy
+15,445
New +$806K 0.52% 42

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

Investment Advisory Group's VZ Position: Q2 2026 in Review

Investment Advisory Group reduced its Verizon (VZ) stake by 5.6% in Q2 2026, selling an estimated $27.9K and leaving 10,006 shares worth $424K. The position accounts for 0.09% of the portfolio, ranked #131.

Investment Advisory Group first reported a position in VZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $819K in Q4 2021. 3,153 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Investment Advisory Group held 10,006 shares of Verizon worth $424K as of Q2 2026.
  • Investment Advisory Group sold 595 Verizon shares in Q2 2026, an estimated $27.9K.
  • Verizon made up 0.09% of Investment Advisory Group's portfolio in Q2 2026, its #131 holding.
  • Investment Advisory Group first reported a position in Verizon in Q4 2021 and has held it in 19 quarters since.
  • Investment Advisory Group's Verizon position peaked at $819K in Q4 2021.
  • 3,153 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.