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Liberty Wealth Management’s Verizon VZ Stock Holding History

Liberty 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 		$398K Sell
7,932
-51
-0.6% -$2.36K 0.05% 166
2025
Q4 		$324K Sell
7,983
-72
-0.9% -$2.92K 0.04% 178
2025
Q3 		$354K Sell
8,055
-188
-2% -$8.14K 0.05% 163
2025
Q2 		$357K Buy
+8,243
New +$357K 0.06% 153
2025
Q1 		– Sell
-8,735
Closed -$349K – 214
2024
Q4 		$349K Sell
8,735
-1,486
-15% -$62.7K 0.06% 149
2024
Q3 		$459K Sell
10,221
-16,959
-62% -$708K 0.08% 121
2024
Q2 		$439K Buy
27,180
+17,486
+180% +$705K 0.08% 121
2024
Q1 		$407K Buy
+9,694
New +$391K 0.08% 116
2023
Q4 		– Sell
-9,507
Closed -$308K – 191
2023
Q3 		$308K Sell
9,507
-1,160
-11% -$39.2K 0.08% 128
2023
Q2 		$397K Sell
10,667
-6,304
-37% -$233K 0.1% 115
2023
Q1 		$660K Buy
+16,971
New +$669K 0.14% 94
2022
Q3 		$380K Buy
10,017
+195
+2% +$8.68K 0.1% 94
2022
Q2 		$498K Buy
9,822
+356
+4% +$18K 0.2% 81
2022
Q1 		$482K Buy
9,466
+669
+8% +$35.4K 0.17% 81
2021
Q4 		$457 Sell
8,797
-2,061
-19% -$108K 0.02% 100
2021
Q3 		$583K Buy
10,858
+2,310
+27% +$128K 0.21% 72
2021
Q2 		$480K Sell
8,548
-281
-3% -$16.1K 0.19% 73
2021
Q1 		$479K Hold
8,829
– – 0.23% 65
2020
Q4 		$479K Buy
8,829
+1,432
+19% +$85.1K 0.23% 65
2020
Q3 		$440K Sell
7,397
-608
-8% -$35.3K 0.26% 59
2020
Q2 		$442K Buy
8,005
+156
+2% +$8.78K 0.31% 52
2020
Q1 		$422K Buy
7,849
+112
+1% +$6.41K 0.37% 48
2019
Q4 		$475K Buy
7,737
+2,424
+46% +$146K 0.37% 53
2019
Q3 		$321K Sell
5,313
-1,832
-26% -$106K 0.3% 65
2019
Q2 		$408K Buy
7,145
+2,744
+62% +$158K 0.36% 59
2019
Q1 		$260K Sell
4,401
-169
-4% -$9.57K 0.2% 75
2018
Q4 		$256K Buy
+4,570
New +$259K 0.19% 71

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

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

Liberty Wealth Management reduced its Verizon (VZ) stake by 0.64% in Q1 2026, selling an estimated $2.36K and leaving 7,932 shares worth $398K. The position accounts for 0.05% of the portfolio, ranked #166.

Liberty Wealth Management first reported a position in VZ in Q4 2018 and has held it in 27 quarters since. The position peaked at $660K in Q1 2023. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Liberty Wealth Management held 7,932 shares of Verizon worth $398K as of Q1 2026.
  • Liberty Wealth Management sold 51 Verizon shares in Q1 2026, an estimated $2.36K.
  • Verizon made up 0.05% of Liberty Wealth Management's portfolio in Q1 2026, its #166 holding.
  • Liberty Wealth Management first reported a position in Verizon in Q4 2018 and has held it in 27 quarters since.
  • Liberty Wealth Management's Verizon position peaked at $660K in Q1 2023.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.