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Koenig Investment Advisory’s Verizon VZ Stock Holding History

Koenig Investment Advisory’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 		$1.11M Sell
26,273
-398
-1% -$18.7K 0.86% 18
2026
Q1 		$1.34M Sell
26,671
-487
-2% -$22.6K 1.14% 17
2025
Q4 		$1.33M Buy
+27,158
New +$1.1M 1.08% 17

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

Koenig Investment Advisory's VZ Position: Q2 2026 in Review

Koenig Investment Advisory reduced its Verizon (VZ) stake by 1.5% in Q2 2026, selling an estimated $18.7K and leaving 26,273 shares worth $1.11M. The position accounts for 0.86% of the portfolio, ranked #18.

Koenig Investment Advisory first reported a position in VZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.34M in Q1 2026. 3,125 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Koenig Investment Advisory held 26,273 shares of Verizon worth $1.11M as of Q2 2026.
  • Koenig Investment Advisory sold 398 Verizon shares in Q2 2026, an estimated $18.7K.
  • Verizon made up 0.86% of Koenig Investment Advisory's portfolio in Q2 2026, its #18 holding.
  • Koenig Investment Advisory first reported a position in Verizon in Q4 2025 and has held it in 3 quarters since.
  • Koenig Investment Advisory's Verizon position peaked at $1.34M in Q1 2026.
  • 3,125 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Koenig Investment Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.