MCC
VZ icon

Money Concepts Capital’s Verizon VZ Stock Holding History

Money Concepts Capital’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
Q2 		$5.97M Buy
141,024
+16,855
+14% +$791K 0.28% 80
2026
Q1 		$6.23M Buy
124,169
+487
+0.4% +$22.6K 0.34% 66
2025
Q4 		$5.04M Sell
123,682
-952
-0.8% -$38.6K 0.28% 75
2025
Q3 		$5.48M Buy
124,634
+7,459
+6% +$323K 0.34% 59
2025
Q2 		$5.07M Buy
117,175
+9,619
+9% +$417K 0.34% 63
2025
Q1 		$4.88M Sell
107,556
-39,734
-27% -$1.65M 0.37% 62
2024
Q4 		$5.89M Buy
147,290
+7,472
+5% +$315K 0.44% 51
2024
Q3 		$6.28M Sell
139,818
-2,516
-2% -$105K 0.48% 49
2024
Q2 		$5.87M Buy
142,334
+2,372
+2% +$95.6K 0.49% 47
2024
Q1 		$5.87M Sell
139,962
-19,435
-12% -$784K 0.54% 50
2023
Q4 		$6.01M Sell
159,397
-849
-0.5% -$30K 0.56% 52
2023
Q3 		$5.19M Buy
160,246
+19,218
+14% +$649K 0.54% 57
2023
Q2 		$5.24M Sell
141,028
-284,109
-67% -$10.5M 0.53% 59
2023
Q1 		$16.6M Sell
425,137
-22,030
-5% -$869K 0.92% 33
2022
Q4 		$17.6M Buy
447,167
+84,709
+23% +$3.19M 0.79% 35
2022
Q3 		$13.8M Buy
362,458
+243,857
+206% +$10.9M 0.81% 38
2022
Q2 		$6.13M Sell
118,601
-41,445
-26% -$2.1M 0.54% 42
2022
Q1 		$8.15M Buy
160,046
+51,987
+48% +$2.75M 0.46% 43
2021
Q4 		$5.62M Buy
+108,059
New +$5.64M 0.47% 47
2021
Q1 		$6.05M Buy
104,127
+2,964
+3% +$167K 0.48% 52
2020
Q4 		$5.94M Buy
+101,163
New +$6.01M 0.55% 44

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Money Concepts Capital's VZ Position: Q2 2026 in Review

Money Concepts Capital increased its Verizon (VZ) stake by 14% in Q2 2026, buying an estimated $791K and bringing the position to 141,024 shares worth $5.97M. The position accounts for 0.28% of the portfolio, ranked #80.

Money Concepts Capital first reported a position in VZ in Q4 2020 and has held it in 21 quarters since. The position peaked at $17.6M in Q4 2022. 3,140 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Money Concepts Capital held 141,024 shares of Verizon worth $5.97M as of Q2 2026.
  • Money Concepts Capital bought 16,855 Verizon shares in Q2 2026, an estimated $791K.
  • Verizon made up 0.28% of Money Concepts Capital's portfolio in Q2 2026, its #80 holding.
  • Money Concepts Capital first reported a position in Verizon in Q4 2020 and has held it in 21 quarters since.
  • Money Concepts Capital's Verizon position peaked at $17.6M in Q4 2022.
  • 3,140 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.