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Palacios Wealth Management’s Verizon VZ Stock Holding History

Palacios 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 		$634K Buy
13,199
+1,863
+16% +$86.3K 0.4% 35
2025
Q4 		$462K Sell
11,336
-6,734
-37% -$273K 0.35% 41
2025
Q3 		$794K Buy
18,070
+2,238
+14% +$96.9K 0.52% 33
2025
Q2 		$685K Buy
15,832
+758
+5% +$32.8K 0.56% 31
2025
Q1 		$684K Sell
15,074
-785
-5% -$32.7K 0.51% 29
2024
Q4 		$609K Buy
+15,859
New +$669K 0.66% 28

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

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

Palacios Wealth Management increased its Verizon (VZ) stake by 16% in Q1 2026, buying an estimated $86.3K and bringing the position to 13,199 shares worth $634K. The position accounts for 0.4% of the portfolio, ranked #35.

Palacios Wealth Management first reported a position in VZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $794K in Q3 2025. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Palacios Wealth Management held 13,199 shares of Verizon worth $634K as of Q1 2026.
  • Palacios Wealth Management bought 1,863 Verizon shares in Q1 2026, an estimated $86.3K.
  • Verizon made up 0.4% of Palacios Wealth Management's portfolio in Q1 2026, its #35 holding.
  • Palacios Wealth Management first reported a position in Verizon in Q4 2024 and has held it in 6 quarters since.
  • Palacios Wealth Management's Verizon position peaked at $794K in Q3 2025.
  • 3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Palacios Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.