MWM
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Modern Wealth Management’s Verizon VZ Stock Holding History

Modern 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
2026
Q1 		$4.68M Buy
94,787
+10,055
+12% +$466K 0.08% 206
2025
Q4 		$3.45M Buy
84,732
+9,278
+12% +$376K 0.06% 231
2025
Q3 		$3.32M Buy
75,454
+17,508
+30% +$758K 0.07% 230
2025
Q2 		$2.51M Buy
57,946
+8,049
+16% +$349K 0.06% 241
2025
Q1 		$2.26M Buy
49,897
+6,676
+15% +$278K 0.07% 196
2024
Q4 		$1.73M Buy
43,221
+4,042
+10% +$171K 0.06% 196
2024
Q3 		$1.76M Buy
39,179
+3,522
+10% +$147K 0.11% 123
2024
Q2 		$1.47M Buy
35,657
+21,183
+146% +$854K 0.11% 114
2024
Q1 		$607K Buy
14,474
+2,383
+20% +$96.1K 0.06% 155
2023
Q4 		$456K Buy
+12,091
New +$428K 0.06% 97

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

Modern Wealth Management's VZ Position: Q1 2026 in Review

Modern Wealth Management increased its Verizon (VZ) stake by 12% in Q1 2026, buying an estimated $466K and bringing the position to 94,787 shares worth $4.68M. The position accounts for 0.08% of the portfolio, ranked #206.

Modern Wealth Management first reported a position in VZ in Q4 2023 and has held it in 10 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Modern Wealth Management held 94,787 shares of Verizon worth $4.68M as of Q1 2026.
  • Modern Wealth Management bought 10,055 Verizon shares in Q1 2026, an estimated $466K.
  • Verizon made up 0.08% of Modern Wealth Management's portfolio in Q1 2026, its #206 holding.
  • Modern Wealth Management first reported a position in Verizon in Q4 2023 and has held it in 10 quarters since.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.