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Iron Horse Wealth Management’s Verizon VZ Stock Holding History

Iron Horse 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
2025
Q2 		$130K Buy
3,011
+1,100
+58% +$47.6K 0.04% 72
2025
Q1 		$86.7K Buy
1,911
+6
+0.3% +$250 0.03% 86
2024
Q4 		$76.2K Buy
1,905
+170
+10% +$7.17K 0.03% 85
2024
Q3 		$77.9K Buy
1,735
+80
+5% +$3.34K 0.03% 84
2024
Q2 		$68.3K Hold
1,655
– – 0.03% 82
2024
Q1 		$69.5K Sell
1,655
-302
-15% -$12.2K 0.03% 74
2023
Q4 		$73.8K Buy
1,957
+200
+11% +$7.08K 0.03% 68
2023
Q3 		$57K Buy
1,757
+69
+4% +$2.33K 0.03% 75
2023
Q2 		$62.8K Sell
1,688
-101
-6% -$3.74K 0.03% 70
2023
Q1 		$69.6K Buy
1,789
+400
+29% +$15.8K 0.03% 65
2022
Q4 		$55K Buy
1,389
+390
+39% +$14.7K 0.03% 74
2022
Q3 		$38K Sell
999
-182
-15% -$8.11K 0.05% 46
2022
Q2 		$60K Buy
1,181
+12
+1% +$607 0.03% 63
2022
Q1 		$60K Buy
1,169
+181
+18% +$9.59K 0.03% 67
2021
Q4 		$51K Buy
988
+299
+43% +$15.6K 0.03% 68
2021
Q3 		$37K Hold
689
– – 0.02% 69
2021
Q2 		$39K Buy
689
+525
+320% +$30.1K 0.03% 72
2021
Q1 		$10K Buy
164
+66
+67% +$3.72K 0.01% 109
2020
Q4 		$6K Buy
+98
New +$5.82K ﹤0.01% 123

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Iron Horse Wealth Management's VZ Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Verizon (VZ) stake by 58% in Q2 2025, buying an estimated $47.6K and bringing the position to 3,011 shares worth $130K. The position accounts for 0.04% of the portfolio, ranked #72.

Iron Horse Wealth Management first reported a position in VZ in Q4 2020 and has held it in 19 quarters since. 3,038 funds tracked by Wall St. Rank hold VZ as of Q2 2025.

  • Iron Horse Wealth Management held 3,011 shares of Verizon worth $130K as of Q2 2025.
  • Iron Horse Wealth Management bought 1,100 Verizon shares in Q2 2025, an estimated $47.6K.
  • Verizon made up 0.04% of Iron Horse Wealth Management's portfolio in Q2 2025, its #72 holding.
  • Iron Horse Wealth Management first reported a position in Verizon in Q4 2020 and has held it in 19 quarters since.
  • 3,038 funds tracked by Wall St. Rank held Verizon as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.