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Morris Financial Concepts’s Verizon VZ Stock Holding History

Morris Financial Concepts’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 		– Sell
-4,541
Closed -$228K – 207
2026
Q1 		$228K Buy
+4,541
New +$210K 0.08% 127
2025
Q4 		– Sell
-4,839
Closed -$213K – 198
2025
Q3 		$213K Buy
4,839
+120
+3% +$5.2K 0.08% 131
2025
Q2 		$204K Sell
4,719
-20
-0.4% -$866 0.08% 132
2025
Q1 		$215K Buy
+4,739
New +$197K 0.09% 125
2024
Q4 		– Sell
-4,898
Closed -$220K – 197
2024
Q3 		$220K Buy
+4,898
New +$204K 0.09% 113
2024
Q2 		– Sell
-4,858
Closed -$204K – 168
2024
Q1 		$204K Buy
+4,858
New +$196K 0.1% 96
2023
Q3 		– Sell
-6,578
Closed -$245K – 154
2023
Q2 		$245K Sell
6,578
-983
-13% -$36.4K 0.16% 79
2023
Q1 		$294K Sell
7,561
-327
-4% -$12.9K 0.21% 64
2022
Q4 		$311K Sell
7,888
-739
-9% -$27.8K 0.25% 62
2022
Q3 		$328K Sell
8,627
-1,255
-13% -$55.9K 0.34% 48
2022
Q2 		$502K Buy
9,882
+2,253
+30% +$114K 0.48% 34
2022
Q1 		$389K Sell
7,629
-143
-2% -$7.58K 0.32% 46
2021
Q4 		$404K Buy
+7,772
New +$405K 0.34% 42

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

Morris Financial Concepts's VZ Position: Q2 2026 in Review

Morris Financial Concepts sold out of Verizon (VZ) in Q2 2026, closing a stake of 4,541 shares — an estimated $228K sold.

Morris Financial Concepts first reported a position in VZ in Q4 2021 and held it in 13 quarters. The position peaked at $502K in Q2 2022. 3,126 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Morris Financial Concepts reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
  • Morris Financial Concepts sold 4,541 Verizon shares in Q2 2026, an estimated $228K.
  • Morris Financial Concepts first reported a position in Verizon in Q4 2021 and held it in 13 quarters.
  • Morris Financial Concepts's Verizon position peaked at $502K in Q2 2022.
  • 3,126 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.