Jeppson Wealth Management
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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
Q3 		$4.1M Sell
89,375
-644
-0.7% -$30.3K 1.17% 17
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Jeppson Wealth Management's VZ Position: Q3 2026 in Review

Jeppson Wealth Management reduced its Verizon (VZ) stake by 0.72% in Q3 2026, selling an estimated $30.3K and leaving 89,375 shares worth $4.1M. The position accounts for 1.17% of the portfolio, ranked #17.

Jeppson Wealth Management first reported a position in VZ in Q3 2020 and has held it in 25 quarters since. The position peaked at $6.69M in Q2 2022. 1,955 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Jeppson Wealth Management held 89,375 shares of Verizon worth $4.1M as of Q3 2026.
  • Jeppson Wealth Management sold 644 Verizon shares in Q3 2026, an estimated $30.3K.
  • Verizon made up 1.17% of Jeppson Wealth Management's portfolio in Q3 2026, its #17 holding.
  • Jeppson Wealth Management first reported a position in Verizon in Q3 2020 and has held it in 25 quarters since.
  • Jeppson Wealth Management's Verizon position peaked at $6.69M in Q2 2022.
  • 1,955 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.