Old North State Wealth Management’s Verizon VZ Stock Holding History

Old North State 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 Q2	$474K	Sell	11,188 -41,510	-79%	-$1.95M	0.2%	80
2026 Q1	$2.65M	Buy	52,698 +1,385	+3%	+$64.2K	1.22%	32
2025 Q4	$2.09M	Buy	51,313 +4,019	+8%	+$163K	0.98%	37
2025 Q3	$2.08M	Buy	47,294 +688	+1%	+$29.8K	0.97%	34
2025 Q2	$2.02M	Buy	46,606 +2,388	+5%	+$103K	1.05%	33
2025 Q1	$2.01M	Buy	44,218 +2,599	+6%	+$108K	1.12%	33
2024 Q4	$1.67M	Buy	41,619 +6,641	+19%	+$280K	0.94%	37
2024 Q3	$1.57M	Buy	34,978 +4,550	+15%	+$190K	0.88%	38
2024 Q2	$1.26M	Buy	30,428 +3,465	+13%	+$140K	0.83%	42
2024 Q1	$1.13M	Buy	26,963 +12,944	+92%	+$522K	0.74%	42
2023 Q4	$529K	Buy	14,019 +2,394	+21%	+$84.7K	0.39%	55
2023 Q3	$377K	Buy	11,625 +1,821	+19%	+$61.5K	0.33%	56
2023 Q2	$365K	Buy	9,804 +176	+2%	+$6.51K	0.32%	55
2023 Q1	$375K	Buy	9,628 +4,035	+72%	+$159K	0.35%	53
2022 Q4	$221K	Buy	+5,593	New	+$211K	0.22%	61
2022 Q3	–	Sell	-4,965	Closed	-$252K	–	60
2022 Q2	$252K	Buy	4,965 +497	+11%	+$25.1K	0.29%	52
2022 Q1	$228K	Buy	4,468 +123	+3%	+$6.52K	0.23%	55
2021 Q4	$226K	Buy	+4,345	New	+$227K	0.23%	53

Other funds holding VZ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Old North State Wealth Management's VZ Position: Q2 2026 in Review

Old North State Wealth Management reduced its Verizon (VZ) stake by 79% in Q2 2026, selling an estimated $1.95M and leaving 11,188 shares worth $474K. The position accounts for 0.2% of the portfolio, ranked #80.

Old North State Wealth Management first reported a position in VZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.65M in Q1 2026. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Old North State Wealth Management held 11,188 shares of Verizon worth $474K as of Q2 2026.
Old North State Wealth Management sold 41,510 Verizon shares in Q2 2026, an estimated $1.95M.
Verizon made up 0.2% of Old North State Wealth Management's portfolio in Q2 2026, its #80 holding.
Old North State Wealth Management first reported a position in Verizon in Q4 2021 and has held it in 18 quarters since.
Old North State Wealth Management's Verizon position peaked at $2.65M in Q1 2026.
1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.