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Milestone Asset Management Group’s Verizon VZ Stock Holding History

Milestone Asset Management Group’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 		$419K Sell
8,350
-162
-2% -$7.51K 0.25% 79
2025
Q4 		$347K Sell
8,512
-3,457
-29% -$140K 0.2% 88
2025
Q3 		$526K Buy
11,969
+16
+0.1% +$693 0.33% 68
2025
Q2 		$517K Sell
11,953
-12,086
-50% -$523K 0.38% 64
2025
Q1 		$1.03M Buy
24,039
+11,938
+99% +$497K 0.93% 37
2024
Q4 		$484K Buy
+12,101
New +$510K 0.43% 57

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

Milestone Asset Management Group's VZ Position: Q1 2026 in Review

Milestone Asset Management Group reduced its Verizon (VZ) stake by 1.9% in Q1 2026, selling an estimated $7.51K and leaving 8,350 shares worth $419K. The position accounts for 0.25% of the portfolio, ranked #79.

Milestone Asset Management Group first reported a position in VZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.03M in Q1 2025. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Milestone Asset Management Group held 8,350 shares of Verizon worth $419K as of Q1 2026.
  • Milestone Asset Management Group sold 162 Verizon shares in Q1 2026, an estimated $7.51K.
  • Verizon made up 0.25% of Milestone Asset Management Group's portfolio in Q1 2026, its #79 holding.
  • Milestone Asset Management Group first reported a position in Verizon in Q4 2024 and has held it in 6 quarters since.
  • Milestone Asset Management Group's Verizon position peaked at $1.03M in Q1 2025.
  • 3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.