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Jeppson Wealth Management’s Verizon VZ Stock Holding History

Jeppson 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 		$4.54M Sell
90,470
-2,428
-3% -$113K 1.42% 13
2025
Q4 		$3.78M Buy
92,898
+4,897
+6% +$199K 1.2% 19
2025
Q3 		$3.87M Buy
88,001
+832
+1% +$36K 1.23% 17
2025
Q2 		$3.77M Sell
87,169
-677
-0.8% -$29.3K 1.3% 13
2025
Q1 		$3.98M Buy
87,846
+3,212
+4% +$134K 1.46% 12
2024
Q4 		$3.38M Buy
84,634
+335
+0.4% +$14.1K 1.23% 16
2024
Q3 		$3.79M Sell
84,299
-686
-0.8% -$28.6K 1.36% 14
2024
Q2 		$3.5M Buy
84,985
+135
+0.2% +$5.44K 1.34% 14
2024
Q1 		$3.56M Sell
84,850
-393
-0.5% -$15.9K 1.38% 12
2023
Q4 		$3.21M Sell
85,243
-11,997
-12% -$424K 1.33% 12
2023
Q3 		$3.15M Sell
97,240
-20,164
-17% -$681K 1.44% 12
2023
Q2 		$4.37M Buy
117,404
+34,324
+41% +$1.27M 1.9% 7
2023
Q1 		$3.23M Buy
83,080
+8,590
+12% +$339K 1.41% 10
2022
Q4 		$2.93M Sell
74,490
-37,762
-34% -$1.42M 1.23% 14
2022
Q3 		$4.26M Sell
112,252
-19,652
-15% -$875K 1.93% 6
2022
Q2 		$6.69M Buy
131,904
+65,805
+100% +$3.33M 2.88% 6
2022
Q1 		$3.37M Sell
66,099
-3,452
-5% -$183K 1.57% 11
2021
Q4 		$3.61M Buy
69,551
+21,268
+44% +$1.11M 1.74% 9
2021
Q3 		$2.61M Buy
48,283
+6,534
+16% +$361K 1.36% 14
2021
Q2 		$2.34M Buy
41,749
+3,932
+10% +$226K 1.28% 14
2021
Q1 		$2.2M Buy
37,817
+7,253
+24% +$409K 1.31% 15
2020
Q4 		$1.8M Sell
30,564
-115
-0.4% -$6.83K 1.19% 17
2020
Q3 		$1.82M Buy
+30,679
New +$1.78M 1.43% 11

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

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

Jeppson Wealth Management reduced its Verizon (VZ) stake by 2.6% in Q1 2026, selling an estimated $113K and leaving 90,470 shares worth $4.54M. The position accounts for 1.42% of the portfolio, ranked #13.

Jeppson Wealth Management first reported a position in VZ in Q3 2020 and has held it in 23 quarters since. The position peaked at $6.69M in Q2 2022. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Jeppson Wealth Management held 90,470 shares of Verizon worth $4.54M as of Q1 2026.
  • Jeppson Wealth Management sold 2,428 Verizon shares in Q1 2026, an estimated $113K.
  • Verizon made up 1.42% of Jeppson Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Jeppson Wealth Management first reported a position in Verizon in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's Verizon position peaked at $6.69M in Q2 2022.
  • 3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.