MWM
VZ icon

MGB Wealth Management’s Verizon VZ Stock Holding History

MGB 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
2025
Q4 		$579K Sell
14,204
-6,158
-30% -$250K 0.17% 114
2025
Q3 		$895K Buy
20,362
+13,030
+178% +$564K 0.25% 83
2025
Q2 		$317K Buy
+7,332
New +$318K 0.1% 169

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

MGB Wealth Management's VZ Position: Q4 2025 in Review

MGB Wealth Management reduced its Verizon (VZ) stake by 30% in Q4 2025, selling an estimated $250K and leaving 14,204 shares worth $579K. The position accounts for 0.17% of the portfolio, ranked #114.

MGB Wealth Management first reported a position in VZ in Q2 2025 and has held it in 3 quarters since. The position peaked at $895K in Q3 2025. 3,110 funds tracked by Wall St. Rank hold VZ as of Q4 2025.

  • MGB Wealth Management held 14,204 shares of Verizon worth $579K as of Q4 2025.
  • MGB Wealth Management sold 6,158 Verizon shares in Q4 2025, an estimated $250K.
  • Verizon made up 0.17% of MGB Wealth Management's portfolio in Q4 2025, its #114 holding.
  • MGB Wealth Management first reported a position in Verizon in Q2 2025 and has held it in 3 quarters since.
  • MGB Wealth Management's Verizon position peaked at $895K in Q3 2025.
  • 3,110 funds tracked by Wall St. Rank held Verizon as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.