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Mowery & Schoenfeld Wealth Management’s Verizon VZ Stock Holding History

Mowery & Schoenfeld 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 		– Sell
-22
Closed -$897 – 492
2025
Q4 		$897 Buy
+22
New +$892 ﹤0.01% 455
2025
Q2 		– Sell
-2,020
Closed -$91.6K – 465
2025
Q1 		$91.6K Buy
2,020
+1,474
+270% +$61.4K 0.18% 85
2024
Q4 		$21.8K Buy
546
+273
+100% +$11.5K 0.04% 169
2024
Q3 		$12.3K Buy
+273
New +$11.4K 0.02% 166

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

Mowery & Schoenfeld Wealth Management's VZ Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Verizon (VZ) in Q1 2026, closing a stake of 22 shares — an estimated $897 sold.

Mowery & Schoenfeld Wealth Management first reported a position in VZ in Q3 2024 and held it in 4 quarters. The position peaked at $91.6K in Q1 2025. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Verizon position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 22 Verizon shares in Q1 2026, an estimated $897.
  • Mowery & Schoenfeld Wealth Management first reported a position in Verizon in Q3 2024 and held it in 4 quarters.
  • Mowery & Schoenfeld Wealth Management's Verizon position peaked at $91.6K in Q1 2025.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.