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Marks Group Wealth Management’s Verizon VZ Stock Holding History

Marks Group 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
Q2 		$2.11M Buy
49,720
+432
+0.9% +$20.3K 0.18% 128
2026
Q1 		$2.47M Buy
49,288
+513
+1% +$23.8K 0.24% 116
2025
Q4 		$1.99M Buy
48,775
+4,435
+10% +$180K 0.19% 130
2025
Q3 		$1.95M Buy
44,340
+913
+2% +$39.5K 0.18% 126
2025
Q2 		$1.88M Sell
43,427
-1,576
-4% -$68.2K 0.17% 126
2025
Q1 		$2.04M Buy
45,003
+871
+2% +$36.3K 0.2% 119
2024
Q4 		$1.76M Sell
44,132
-208
-0.5% -$8.78K 0.17% 125
2024
Q3 		$1.99M Buy
44,340
+112
+0.3% +$4.67K 0.19% 127
2024
Q2 		$1.82M Sell
44,228
-1,332
-3% -$53.7K 0.19% 130
2024
Q1 		$1.91M Sell
45,560
-3,496
-7% -$141K 0.2% 125
2023
Q4 		$1.85M Sell
49,056
-6,134
-11% -$217K 0.21% 128
2023
Q3 		$1.79M Sell
55,190
-3,681
-6% -$124K 0.22% 130
2023
Q2 		$2.19M Buy
58,871
+1,553
+3% +$57.5K 0.26% 118
2023
Q1 		$2.23M Buy
57,318
+29,187
+104% +$1.15M 0.28% 112
2022
Q4 		$1.11M Sell
28,131
-10,130
-26% -$382K 0.15% 155
2022
Q3 		$1.45M Buy
38,261
+5,120
+15% +$228K 0.22% 126
2022
Q2 		$1.68M Buy
33,141
+5,706
+21% +$289K 0.24% 120
2022
Q1 		$1.4M Buy
27,435
+6,884
+33% +$365K 0.18% 128
2021
Q4 		$1.07M Buy
20,551
+4,620
+29% +$241K 0.13% 165
2021
Q3 		$860K Buy
15,931
+2,544
+19% +$141K 0.12% 161
2021
Q2 		$754K Buy
13,387
+965
+8% +$55.4K 0.1% 157
2021
Q1 		$725K Buy
12,422
+1,046
+9% +$59K 0.11% 153
2020
Q4 		$668K Buy
11,376
+1,475
+15% +$87.6K 0.1% 158
2020
Q3 		$589K Buy
9,901
+188
+2% +$10.9K 0.11% 161
2020
Q2 		$536K Buy
9,713
+906
+10% +$51K 0.11% 155
2020
Q1 		$473K Buy
8,807
+507
+6% +$29K 0.12% 153
2019
Q4 		$510K Buy
+8,300
New +$501K 0.1% 172

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

Marks Group Wealth Management's VZ Position: Q2 2026 in Review

Marks Group Wealth Management increased its Verizon (VZ) stake by 0.88% in Q2 2026, buying an estimated $20.3K and bringing the position to 49,720 shares worth $2.11M. The position accounts for 0.18% of the portfolio, ranked #128.

Marks Group Wealth Management first reported a position in VZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.47M in Q1 2026. 3,144 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Marks Group Wealth Management held 49,720 shares of Verizon worth $2.11M as of Q2 2026.
  • Marks Group Wealth Management bought 432 Verizon shares in Q2 2026, an estimated $20.3K.
  • Verizon made up 0.18% of Marks Group Wealth Management's portfolio in Q2 2026, its #128 holding.
  • Marks Group Wealth Management first reported a position in Verizon in Q4 2019 and has held it in 27 quarters since.
  • Marks Group Wealth Management's Verizon position peaked at $2.47M in Q1 2026.
  • 3,144 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.