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Mattern Wealth Management’s Verizon VZ Stock Holding History

Mattern 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 		$384K Buy
9,075
+153
+2% +$7.18K 0.06% 130
2026
Q1 		$448K Sell
8,922
-1,600
-15% -$74.2K 0.09% 96
2025
Q4 		$429K Buy
10,522
+250
+2% +$10.1K 0.08% 100
2025
Q3 		$451K Buy
10,272
+342
+3% +$14.8K 0.09% 94
2025
Q2 		$430K Buy
9,930
+118
+1% +$5.11K 0.09% 96
2025
Q1 		$445K Buy
9,812
+250
+3% +$10.4K 0.1% 103
2024
Q4 		$382K Sell
9,562
-1,425
-13% -$60.1K 0.08% 122
2024
Q3 		$493K Hold
10,987
– – 0.11% 101
2024
Q2 		$453K Sell
10,987
-212
-2% -$8.54K 0.11% 108
2024
Q1 		$470K Sell
11,199
-150
-1% -$6.05K 0.11% 111
2023
Q4 		$428K Buy
11,349
+1,900
+20% +$67.2K 0.11% 118
2023
Q3 		$306K Sell
9,449
-6,150
-39% -$208K 0.09% 131
2023
Q2 		$580K Sell
15,599
-2,146
-12% -$79.4K 0.17% 99
2023
Q1 		$690K Sell
17,745
-14,694
-45% -$579K 0.23% 98
2022
Q4 		$1.28M Sell
32,439
-2,222
-6% -$83.7K 0.52% 63
2022
Q3 		$1.32M Sell
34,661
-2,452
-7% -$109K 0.53% 60
2022
Q2 		$1.88M Buy
37,113
+1,291
+4% +$65.3K 0.74% 39
2022
Q1 		$1.82M Buy
35,822
+26,078
+268% +$1.38M 0.6% 49
2021
Q4 		$506K Sell
9,744
-270
-3% -$14.1K 0.15% 111
2021
Q3 		$541K Buy
10,014
+100
+1% +$5.53K 0.18% 106
2021
Q2 		$560K Hold
9,914
– – 0.18% 106
2021
Q1 		$577K Buy
9,914
+150
+2% +$8.46K 0.2% 100
2020
Q4 		$574K Sell
9,764
-150
-2% -$8.91K 0.22% 96
2020
Q3 		$590K Sell
9,914
-120
-1% -$6.97K 0.25% 86
2020
Q2 		$553K Sell
10,034
-675
-6% -$38K 0.27% 88
2020
Q1 		$575K Buy
10,709
+3,276
+44% +$187K 0.41% 76
2019
Q4 		$456K Buy
+7,433
New +$448K 0.27% 98

Other funds holding VZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mattern Wealth Management's VZ Position: Q2 2026 in Review

Mattern Wealth Management increased its Verizon (VZ) stake by 1.7% in Q2 2026, buying an estimated $7.18K and bringing the position to 9,075 shares worth $384K. The position accounts for 0.06% of the portfolio, ranked #130.

Mattern Wealth Management first reported a position in VZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.88M in Q2 2022. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Mattern Wealth Management held 9,075 shares of Verizon worth $384K as of Q2 2026.
  • Mattern Wealth Management bought 153 Verizon shares in Q2 2026, an estimated $7.18K.
  • Verizon made up 0.06% of Mattern Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Mattern Wealth Management first reported a position in Verizon in Q4 2019 and has held it in 27 quarters since.
  • Mattern Wealth Management's Verizon position peaked at $1.88M in Q2 2022.
  • 1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.