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MBE Wealth Management’s Verizon VZ Stock Holding History

MBE 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 		$358K Buy
8,458
+128
+2% +$6K 0.13% 108
2026
Q1 		$418K Buy
8,330
+622
+8% +$28.8K 0.17% 82
2025
Q4 		$314K Buy
7,708
+233
+3% +$9.45K 0.13% 99
2025
Q3 		$329K Sell
7,475
-11
-0.1% -$476 0.14% 89
2025
Q2 		$324K Buy
7,486
+112
+2% +$4.85K 0.14% 88
2025
Q1 		$334K Buy
7,374
+1,686
+30% +$70.2K 0.16% 81
2024
Q4 		$227K Buy
5,688
+12
+0.2% +$506 0.13% 89
2024
Q3 		$255K Sell
5,676
-164
-3% -$6.84K 0.14% 78
2024
Q2 		$241K Buy
5,840
+927
+19% +$37.4K 0.15% 76
2024
Q1 		$206K Buy
+4,913
New +$198K 0.13% 83
2022
Q3 		– Sell
-4,973
Closed -$252K – 64
2022
Q2 		$252K Buy
+4,973
New +$252K 0.18% 54
2022
Q1 		– Sell
-3,997
Closed -$208K – 73
2021
Q4 		$208K Buy
3,997
+259
+7% +$13.5K 0.11% 62
2021
Q3 		$202K Buy
+3,738
New +$207K 0.1% 60
2021
Q2 		– Sell
-3,965
Closed -$231K – 69
2021
Q1 		$231K Buy
3,965
+70
+2% +$3.95K 0.13% 49
2020
Q4 		$228K Buy
3,895
+4
+0.1% +$238 0.15% 47
2020
Q3 		$214K Hold
3,891
– – 0.18% 44
2020
Q2 		$214K Buy
3,891
+93
+2% +$5.23K 0.18% 44
2020
Q1 		$204K Sell
3,798
-193
-5% -$11K 0.19% 36
2019
Q4 		$245K Buy
+3,991
New +$241K 0.25% 34

Other funds holding VZ

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

MBE Wealth Management increased its Verizon (VZ) stake by 1.5% in Q2 2026, buying an estimated $6K and bringing the position to 8,458 shares worth $358K. The position accounts for 0.13% of the portfolio, ranked #108.

MBE Wealth Management first reported a position in VZ in Q4 2019 and has held it in 19 quarters since. The position peaked at $418K in Q1 2026. 1,446 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • MBE Wealth Management held 8,458 shares of Verizon worth $358K as of Q2 2026.
  • MBE Wealth Management bought 128 Verizon shares in Q2 2026, an estimated $6K.
  • Verizon made up 0.13% of MBE Wealth Management's portfolio in Q2 2026, its #108 holding.
  • MBE Wealth Management first reported a position in Verizon in Q4 2019 and has held it in 19 quarters since.
  • MBE Wealth Management's Verizon position peaked at $418K in Q1 2026.
  • 1,446 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.