Jamison Private Wealth Management’s Verizon VZ Stock Holding History

Jamison Private 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	$1.11M	Sell	26,316 -96	-0.4%	-$4.5K	0.11%	117
2026 Q1	$1.33M	Sell	26,412 -739	-3%	-$34.3K	0.16%	108
2025 Q4	$1.11M	Sell	27,151 -341	-1%	-$13.8K	0.13%	114
2025 Q3	$1.21M	Buy	27,492 +589	+2%	+$25.5K	0.15%	107
2025 Q2	$1.16M	Buy	26,903 +26	+0.1%	+$1.13K	0.17%	98
2025 Q1	$1.22M	Sell	26,877 -6,297	-19%	-$262K	0.19%	98
2024 Q4	$1.33M	Sell	33,174 -332	-1%	-$14K	0.2%	97
2024 Q3	$1.5M	Buy	33,506 +195	+0.6%	+$8.14K	0.23%	89
2024 Q2	$1.37M	Sell	33,311 -1,447	-4%	-$58.3K	0.23%	86
2024 Q1	$1.46M	Buy	34,758 +3,993	+13%	+$161K	0.25%	84
2023 Q4	$1.16M	Sell	30,765 -16,447	-35%	-$582K	0.22%	88
2023 Q3	$1.53M	Buy	+47,212	New	+$1.6M	0.32%	77

Other funds holding VZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jamison Private Wealth Management's VZ Position: Q2 2026 in Review

Jamison Private Wealth Management reduced its Verizon (VZ) stake by 0.36% in Q2 2026, selling an estimated $4.5K and leaving 26,316 shares worth $1.11M. The position accounts for 0.11% of the portfolio, ranked #117.

Jamison Private Wealth Management first reported a position in VZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.53M in Q3 2023. 3,140 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Jamison Private Wealth Management held 26,316 shares of Verizon worth $1.11M as of Q2 2026.
Jamison Private Wealth Management sold 96 Verizon shares in Q2 2026, an estimated $4.5K.
Verizon made up 0.11% of Jamison Private Wealth Management's portfolio in Q2 2026, its #117 holding.
Jamison Private Wealth Management first reported a position in Verizon in Q3 2023 and has held it in 12 quarters since.
Jamison Private Wealth Management's Verizon position peaked at $1.53M in Q3 2023.
3,140 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

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