JGP Wealth Management’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$848K Buy
20,034
+4
+0% +$188 0.08% 117
2026
Q1
$1.01M Sell
20,030
-1,318
-6% -$61.1K 0.1% 100
2025
Q4
$869K Buy
21,348
+584
+3% +$23.7K 0.09% 121
2025
Q3
$901K Buy
20,764
+1,039
+5% +$45K 0.1% 115
2025
Q2
$854K Buy
19,725
+101
+0.5% +$4.37K 0.1% 110
2025
Q1
$890K Sell
19,624
-340
-2% -$14.2K 0.12% 100
2024
Q4
$798K Sell
19,964
-149
-0.7% -$6.29K 0.1% 109
2024
Q3
$903K Sell
20,113
-1,000
-5% -$41.7K 0.12% 98
2024
Q2
$871K Sell
21,113
-12
-0.1% -$484 0.12% 90
2024
Q1
$886K Buy
21,125
+12,594
+148% +$508K 0.13% 91
2023
Q4
$322K Buy
8,531
+633
+8% +$22.4K 0.05% 139
2023
Q3
$256K Buy
+7,898
New +$267K 0.04% 138
2023
Q2
Sell
-6,220
Closed -$242K 152
2023
Q1
$242K Sell
6,220
-11,442
-65% -$451K 0.04% 136
2022
Q4
$696K Sell
17,662
-242,727
-93% -$9.15M 0.13% 91
2022
Q3
$9.6M Buy
260,389
+10,254
+4% +$457K 2.02% 15
2022
Q2
$12.9M Buy
250,135
+8,325
+3% +$421K 2.6% 7
2022
Q1
$12.9M Buy
241,810
+143,557
+146% +$7.6M 2.39% 8
2021
Q4
$5.31M Sell
98,253
-86,135
-47% -$4.49M 0.99% 37
2021
Q3
$9.96M Buy
184,388
+9,371
+5% +$518K 2.15% 13
2021
Q2
$9.81M Buy
175,017
+81,364
+87% +$4.67M 2.11% 13
2021
Q1
$5.45M Buy
93,653
+9,677
+12% +$546K 1.22% 31
2020
Q4
$4.63M Buy
83,976
+4,342
+5% +$258K 1.07% 34
2020
Q3
$4.75M Buy
79,634
+1,711
+2% +$99.4K 1.26% 30
2020
Q2
$4.32M Buy
77,923
+4,457
+6% +$251K 1.27% 31
2020
Q1
$4.25M Buy
73,466
+2,095
+3% +$120K 1.5% 26
2019
Q4
$4.3M Buy
71,371
+4,569
+7% +$276K 1.27% 34
2019
Q3
$3.94M Buy
66,802
+653
+1% +$37.6K 1.36% 32
2019
Q2
$3.78M Buy
66,149
+1,062
+2% +$61.2K 1.34% 35
2019
Q1
$3.85M Buy
65,087
+23,034
+55% +$1.3M 1.46% 27
2018
Q4
$2.36M Buy
42,053
+1,255
+3% +$71.2K 0.98% 47
2018
Q3
$2.17M Buy
40,798
+3,382
+9% +$179K 0.87% 52
2018
Q2
$1.88M Buy
+37,416
New +$1.81M 0.79% 55

Other funds holding VZ

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

JGP Wealth Management increased its Verizon (VZ) stake by 0.02% in Q2 2026, buying an estimated $188 and bringing the position to 20,034 shares worth $848K. The position accounts for 0.08% of the portfolio, ranked #117.

JGP Wealth Management first reported a position in VZ in Q2 2018 and has held it in 32 quarters since. The position peaked at $12.9M in Q1 2022. 1,159 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • JGP Wealth Management held 20,034 shares of Verizon worth $848K as of Q2 2026.
  • JGP Wealth Management bought 4 Verizon shares in Q2 2026, an estimated $188.
  • Verizon made up 0.08% of JGP Wealth Management's portfolio in Q2 2026, its #117 holding.
  • JGP Wealth Management first reported a position in Verizon in Q2 2018 and has held it in 32 quarters since.
  • JGP Wealth Management's Verizon position peaked at $12.9M in Q1 2022.
  • 1,159 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.