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McLean Asset Management’s Verizon VZ Stock Holding History

McLean Asset 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
Q1 		$400K Sell
7,973
-679
-8% -$31.5K 0.07% 110
2025
Q4 		$345K Buy
8,652
+81
+0.9% +$3.29K 0.06% 119
2025
Q3 		$355K Buy
8,571
+243
+3% +$10.5K 0.07% 112
2025
Q2 		$363K Sell
8,328
-308
-4% -$13.3K 0.1% 107
2025
Q1 		$364K Sell
8,636
-752
-8% -$31.3K 0.12% 89
2024
Q4 		$375K Buy
9,388
+1,288
+16% +$54.3K 0.11% 94
2024
Q3 		$358K Buy
8,100
+123
+2% +$5.13K 0.11% 94
2024
Q2 		$328K Buy
7,977
+994
+14% +$40.1K 0.11% 96
2024
Q1 		$285K Buy
6,983
+115
+2% +$4.64K 0.1% 115
2023
Q4 		$276K Sell
6,868
-305
-4% -$10.8K 0.1% 107
2023
Q3 		$228K Buy
7,173
+100
+1% +$3.38K 0.09% 119
2023
Q2 		$263K Sell
7,073
-70
-1% -$2.59K 0.1% 105
2023
Q1 		$278K Sell
7,143
-602
-8% -$23.7K 0.11% 98
2022
Q4 		$305K Buy
7,745
+442
+6% +$16.7K 0.1% 95
2022
Q3 		$269K Sell
7,303
-373
-5% -$16.6K 0.1% 93
2022
Q2 		$395K Sell
7,676
-380
-5% -$19.2K 0.16% 70
2022
Q1 		$410K Buy
8,056
+337
+4% +$17.9K 0.3% 59
2021
Q4 		$413K Sell
7,719
-720
-9% -$37.6K 0.16% 69
2021
Q3 		$448K Buy
8,439
+3,387
+67% +$187K 0.17% 63
2021
Q2 		$285K Sell
5,052
-116
-2% -$6.66K 0.13% 82
2021
Q1 		$291K Buy
+5,168
New +$292K 0.23% 73

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

McLean Asset Management's VZ Position: Q1 2026 in Review

McLean Asset Management reduced its Verizon (VZ) stake by 7.8% in Q1 2026, selling an estimated $31.5K and leaving 7,973 shares worth $400K. The position accounts for 0.07% of the portfolio, ranked #110.

McLean Asset Management first reported a position in VZ in Q1 2021 and has held it in 21 quarters since. The position peaked at $448K in Q3 2021. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • McLean Asset Management held 7,973 shares of Verizon worth $400K as of Q1 2026.
  • McLean Asset Management sold 679 Verizon shares in Q1 2026, an estimated $31.5K.
  • Verizon made up 0.07% of McLean Asset Management's portfolio in Q1 2026, its #110 holding.
  • McLean Asset Management first reported a position in Verizon in Q1 2021 and has held it in 21 quarters since.
  • McLean Asset Management's Verizon position peaked at $448K in Q3 2021.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.