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Litman Gregory Wealth Management’s Verizon VZ Stock Holding History

Litman Gregory 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
2025
Q4 		$438K Buy
10,742
+825
+8% +$33.5K 0.03% 104
2025
Q3 		$436K Buy
+9,917
New +$429K 0.03% 106
2024
Q4 		– Sell
-5,800
Closed -$260K – 144
2024
Q3 		$260K Sell
5,800
-3,150
-35% -$131K 0.02% 122
2024
Q2 		$369K Sell
8,950
-834
-9% -$33.6K 0.03% 103
2024
Q1 		$411K Sell
9,784
-3,000
-23% -$121K 0.04% 97
2023
Q4 		$482K Sell
12,784
-5,604
-30% -$198K 0.05% 84
2023
Q3 		$596K Buy
+18,388
New +$621K 0.06% 81
2021
Q2 		– Sell
-1,123
Closed -$65K – 189
2021
Q1 		$65K Buy
1,123
+123
+12% +$6.94K 0.01% 91
2020
Q4 		$59K Sell
1,000
-209
-17% -$12.4K 0.01% 93
2020
Q3 		$72K Buy
1,209
+159
+15% +$9.24K 0.01% 83
2020
Q2 		$58K Hold
1,050
– – 0.01% 89
2020
Q1 		$56K Sell
1,050
-96
-8% -$5.49K 0.01% 79
2019
Q4 		$70K Buy
1,146
+942
+462% +$56.8K 0.02% 86
2019
Q3 		$12K Sell
204
-138
-40% -$7.95K ﹤0.01% 135
2019
Q2 		$20K Buy
342
+228
+200% +$13.1K 0.01% 141
2019
Q1 		$7K Hold
114
– – ﹤0.01% 115
2018
Q4 		$6K Buy
+114
New +$6.47K ﹤0.01% 127
2018
Q2 		– Sell
-1,275
Closed -$61K – 165
2018
Q1 		$61K Buy
+1,275
New +$64.1K 0.02% 86

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Litman Gregory Wealth Management's VZ Position: Q4 2025 in Review

Litman Gregory Wealth Management increased its Verizon (VZ) stake by 8.3% in Q4 2025, buying an estimated $33.5K and bringing the position to 10,742 shares worth $438K. The position accounts for 0.03% of the portfolio, ranked #104.

Litman Gregory Wealth Management first reported a position in VZ in Q1 2018 and has held it in 18 quarters since. The position peaked at $596K in Q3 2023. 3,109 funds tracked by Wall St. Rank hold VZ as of Q4 2025.

  • Litman Gregory Wealth Management held 10,742 shares of Verizon worth $438K as of Q4 2025.
  • Litman Gregory Wealth Management bought 825 Verizon shares in Q4 2025, an estimated $33.5K.
  • Verizon made up 0.03% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #104 holding.
  • Litman Gregory Wealth Management first reported a position in Verizon in Q1 2018 and has held it in 18 quarters since.
  • Litman Gregory Wealth Management's Verizon position peaked at $596K in Q3 2023.
  • 3,109 funds tracked by Wall St. Rank held Verizon as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.