Larry Mathis Financial Planning’s Verizon VZ Stock Holding History

Larry Mathis Financial Planning’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	$670K	Buy	+15,829	New	+$743K	0.51%	47

Other funds holding VZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Larry Mathis Financial Planning's VZ Position: Q2 2026 in Review

Larry Mathis Financial Planning opened a new position in Verizon (VZ) in Q2 2026: 15,829 shares worth $670K. The stake represents 0.51% of the portfolio and ranks #47 among its holdings.

3,161 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Larry Mathis Financial Planning held 15,829 shares of Verizon worth $670K as of Q2 2026.
Verizon was a new Larry Mathis Financial Planning position in Q2 2026.
Verizon made up 0.51% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #47 holding.
3,161 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.