MSCM
VZ icon

McElhenny Sheffield Capital Management’s Verizon VZ Stock Holding History

McElhenny Sheffield Capital 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 		– Sell
-6,390
Closed -$281K – 118
2025
Q3 		$281K Buy
6,390
+477
+8% +$20.6K 0.07% 87
2025
Q2 		$256K Sell
5,913
-6
-0.1% -$260 0.07% 92
2025
Q1 		$268K Sell
5,919
-1,002
-14% -$41.7K 0.1% 89
2024
Q4 		$277K Buy
6,921
+937
+16% +$39.5K 0.09% 87
2024
Q3 		$269K Sell
5,984
-343
-5% -$14.3K 0.09% 90
2024
Q2 		$261K Buy
6,327
+5
+0.1% +$202 0.09% 83
2024
Q1 		$265K Buy
6,322
+16
+0.3% +$645 0.09% 86
2023
Q4 		$238K Sell
6,306
-17
-0.3% -$601 0.1% 83
2023
Q3 		$205K Sell
6,323
-1,658
-21% -$56K 0.1% 89
2023
Q2 		$297K Buy
7,981
+130
+2% +$4.81K 0.13% 72
2023
Q1 		$305K Buy
7,851
+240
+3% +$9.46K 0.16% 69
2022
Q4 		$300K Sell
7,611
-20,459
-73% -$771K 0.14% 64
2022
Q3 		$1.07M Buy
28,070
+2,036
+8% +$90.7K 0.81% 19
2022
Q2 		$1.32M Buy
26,034
+2,108
+9% +$107K 0.62% 15
2022
Q1 		$1.22M Buy
23,926
+15,730
+192% +$833K 0.43% 22
2021
Q4 		$426K Buy
8,196
+203
+3% +$10.6K 0.16% 77
2021
Q3 		$432K Buy
+7,993
New +$442K 0.2% 80

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

McElhenny Sheffield Capital Management's VZ Position: Q4 2025 in Review

McElhenny Sheffield Capital Management sold out of Verizon (VZ) in Q4 2025, closing a stake of 6,390 shares — an estimated $281K sold.

McElhenny Sheffield Capital Management first reported a position in VZ in Q3 2021 and held it in 17 quarters. The position peaked at $1.32M in Q2 2022. 3,102 funds tracked by Wall St. Rank hold VZ as of Q4 2025.

  • McElhenny Sheffield Capital Management reported no remaining Verizon position as of Q4 2025 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 6,390 Verizon shares in Q4 2025, an estimated $281K.
  • McElhenny Sheffield Capital Management first reported a position in Verizon in Q3 2021 and held it in 17 quarters.
  • McElhenny Sheffield Capital Management's Verizon position peaked at $1.32M in Q2 2022.
  • 3,102 funds tracked by Wall St. Rank held Verizon as of Q4 2025.

Based on McElhenny Sheffield Capital Management's 13F filing for Q4 2025, filed 21 Jan 2026.