JWM
VZ icon

JPL Wealth Management’s Verizon VZ Stock Holding History

JPL 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 		$109K Buy
+2,169
New +$101K 0.03% 159
2025
Q4 		– Sell
-2,025
Closed -$89K – 1114
2025
Q3 		$89K Buy
+2,025
New +$87.7K 0.02% 181

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

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

JPL Wealth Management opened a new position in Verizon (VZ) in Q1 2026: 2,169 shares worth $109K. The stake represents 0.03% of the portfolio and ranks #159 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in VZ as recently as Q3 2025.

JPL Wealth Management first reported a position in VZ in Q3 2025 and has held it in 2 quarters since. 3,259 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • JPL Wealth Management held 2,169 shares of Verizon worth $109K as of Q1 2026.
  • Verizon was a new JPL Wealth Management position in Q1 2026.
  • Verizon made up 0.03% of JPL Wealth Management's portfolio in Q1 2026, its #159 holding.
  • JPL Wealth Management first reported a position in Verizon in Q3 2025 and has held it in 2 quarters since.
  • 3,259 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.