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Journey Retirement Planning & Investment Management’s Verizon VZ Stock Holding History

Journey Retirement Planning & Investment 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 		$1.34M Buy
31,560
+86
+0.3% +$4.03K 1.04% 17
2026
Q1 		$1.58M Sell
31,474
-81,542
-72% -$3.78M 1.39% 14
2025
Q4 		$4.6M Buy
+113,016
New +$4.58M 0.95% 19

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Journey Retirement Planning & Investment Management's VZ Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its Verizon (VZ) stake by 0.27% in Q2 2026, buying an estimated $4.03K and bringing the position to 31,560 shares worth $1.34M. The position accounts for 1.04% of the portfolio, ranked #17.

Journey Retirement Planning & Investment Management first reported a position in VZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.6M in Q4 2025. 2,082 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 31,560 shares of Verizon worth $1.34M as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 86 Verizon shares in Q2 2026, an estimated $4.03K.
  • Verizon made up 1.04% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #17 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Verizon in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Verizon position peaked at $4.6M in Q4 2025.
  • 2,082 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.