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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
Q2 		$3.81M Sell
90,019
-451
-0.5% -$21.2K 1.12% 18
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 $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

Jeppson Wealth Management's VZ Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Verizon (VZ) stake by 0.5% in Q2 2026, selling an estimated $21.2K and leaving 90,019 shares worth $3.81M. The position accounts for 1.12% of the portfolio, ranked #18.

Jeppson Wealth Management first reported a position in VZ in Q3 2020 and has held it in 24 quarters since. The position peaked at $6.69M in Q2 2022. 3,143 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Jeppson Wealth Management held 90,019 shares of Verizon worth $3.81M as of Q2 2026.
  • Jeppson Wealth Management sold 451 Verizon shares in Q2 2026, an estimated $21.2K.
  • Verizon made up 1.12% of Jeppson Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Jeppson Wealth Management first reported a position in Verizon in Q3 2020 and has held it in 24 quarters since.
  • Jeppson Wealth Management's Verizon position peaked at $6.69M in Q2 2022.
  • 3,143 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.