JWCA
VZ icon

J.W. Cole Advisors’s Verizon VZ Stock Holding History

J.W. Cole 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 		$13.3M Sell
313,160
-16,656
-5% -$781K 0.23% 93
2026
Q1 		$16.6M Sell
329,816
-13,724
-4% -$636K 0.56% 29
2025
Q4 		$13.1M Sell
343,540
-42,505
-11% -$1.72M 0.32% 53
2025
Q3 		$17M Sell
386,045
-617
-0.2% -$26.7K 0.32% 48
2025
Q2 		$16.7M Buy
386,662
+62,889
+19% +$2.72M 0.36% 46
2025
Q1 		$14.7M Buy
323,773
+116,284
+56% +$4.84M 0.46% 34
2024
Q4 		$8.3M Sell
207,489
-3,899
-2% -$164K 0.34% 56
2024
Q3 		$9.49M Sell
211,388
-5,286
-2% -$221K 0.4% 43
2024
Q2 		$8.94M Sell
216,674
-46,683
-18% -$1.88M 0.42% 39
2024
Q1 		$11.1M Buy
263,357
+3,394
+1% +$137K 0.56% 29
2023
Q4 		$9.8M Buy
259,963
+92,571
+55% +$3.28M 0.57% 34
2023
Q3 		$5.43M Buy
167,392
+2,350
+1% +$79.4K 0.4% 51
2023
Q2 		$6.14M Sell
165,042
-26,396
-14% -$977K 0.44% 42
2023
Q1 		$7.45M Buy
191,438
+14,247
+8% +$562K 0.53% 33
2022
Q4 		$6.98M Buy
177,191
+11,581
+7% +$436K 0.54% 36
2022
Q3 		$6.29M Sell
165,610
-6,858
-4% -$305K 0.52% 36
2022
Q2 		$8.75M Buy
172,468
+699
+0.4% +$35.4K 0.7% 23
2022
Q1 		$8.75M Buy
171,769
+3,451
+2% +$183K 0.59% 27
2021
Q4 		$8.75M Sell
168,318
-9,477
-5% -$494K 0.57% 27
2021
Q3 		$9.6M Buy
177,795
+11,869
+7% +$657K 0.69% 24
2021
Q2 		$9.3M Buy
165,926
+21,614
+15% +$1.24M 0.73% 17
2021
Q1 		$8.39M Sell
144,312
-448
-0.3% -$25.3K 0.81% 15
2020
Q4 		$8.51M Sell
144,760
-212,895
-60% -$12.6M 0.88% 13
2020
Q3 		$21.3M Buy
357,655
+225,792
+171% +$13.1M 1.63% 4
2020
Q2 		$7.27M Buy
131,863
+125,105
+1,851% +$7.04M 1.09% 16
2020
Q1 		$363K Sell
6,758
-123,518
-95% -$7.07M 0.7% 48
2019
Q4 		$8M Buy
+130,276
New +$7.86M 1.01% 14

Other funds holding VZ

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

J.W. Cole Advisors's VZ Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Verizon (VZ) stake by 5.1% in Q2 2026, selling an estimated $781K and leaving 313,160 shares worth $13.3M. The position accounts for 0.23% of the portfolio, ranked #93.

J.W. Cole Advisors first reported a position in VZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $21.3M in Q3 2020. 1,049 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • J.W. Cole Advisors held 313,160 shares of Verizon worth $13.3M as of Q2 2026.
  • J.W. Cole Advisors sold 16,656 Verizon shares in Q2 2026, an estimated $781K.
  • Verizon made up 0.23% of J.W. Cole Advisors's portfolio in Q2 2026, its #93 holding.
  • J.W. Cole Advisors first reported a position in Verizon in Q4 2019 and has held it in 27 quarters since.
  • J.W. Cole Advisors's Verizon position peaked at $21.3M in Q3 2020.
  • 1,049 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.