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Medallion Wealth Advisors’s Verizon VZ Stock Holding History

Medallion Wealth Advisors’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 		$448K Sell
8,933
-744
-8% -$34.5K 0.15% 140
2025
Q4 		$394K Sell
9,677
-1,343
-12% -$54.5K 0.13% 151
2025
Q3 		$484K Sell
11,020
-151
-1% -$6.54K 0.17% 127
2025
Q2 		$486K Buy
11,171
+100
+0.9% +$4.33K 0.19% 123
2025
Q1 		$502K Buy
11,071
+409
+4% +$17K 0.23% 103
2024
Q4 		$449K Buy
+10,662
New +$450K 0.22% 101

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

Medallion Wealth Advisors's VZ Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Verizon (VZ) stake by 7.7% in Q1 2026, selling an estimated $34.5K and leaving 8,933 shares worth $448K. The position accounts for 0.15% of the portfolio, ranked #140.

Medallion Wealth Advisors first reported a position in VZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $502K in Q1 2025. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Medallion Wealth Advisors held 8,933 shares of Verizon worth $448K as of Q1 2026.
  • Medallion Wealth Advisors sold 744 Verizon shares in Q1 2026, an estimated $34.5K.
  • Verizon made up 0.15% of Medallion Wealth Advisors's portfolio in Q1 2026, its #140 holding.
  • Medallion Wealth Advisors first reported a position in Verizon in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Verizon position peaked at $502K in Q1 2025.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.