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Pension & Wealth Management Advisors’s Verizon VZ Stock Holding History

Pension & Wealth Management Advisors’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 		$138K Buy
3,261
+251
+8% +$11.8K 0.04% 211
2026
Q1 		$151K Sell
3,010
-716
-19% -$33.2K 0.04% 187
2025
Q4 		$152K Buy
3,726
+337
+10% +$13.7K 0.05% 189
2025
Q3 		$149K Buy
3,389
+260
+8% +$11.3K 0.05% 168
2025
Q2 		$135K Buy
3,129
+66
+2% +$2.86K 0.05% 168
2025
Q1 		$139K Sell
3,063
-639
-17% -$26.6K 0.05% 163
2024
Q4 		$148K Buy
3,702
+1,080
+41% +$45.6K 0.06% 158
2024
Q3 		$118K Buy
2,622
+614
+31% +$25.6K 0.06% 145
2024
Q2 		$82.8K Buy
2,008
+33
+2% +$1.33K 0.05% 168
2024
Q1 		$82.9K Buy
1,975
+434
+28% +$17.5K 0.05% 159
2023
Q4 		$58.1K Sell
1,541
-435
-22% -$15.4K 0.04% 170
2023
Q3 		$64.1K Sell
1,976
-3,669
-65% -$124K 0.05% 151
2023
Q2 		$75.4K Buy
5,645
+3,211
+132% +$119K 0.06% 146
2023
Q1 		$94.7K Buy
2,434
+86
+4% +$3.39K 0.07% 124
2022
Q4 		$92.6K Buy
+2,348
New +$88.5K 0.08% 122

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pension & Wealth Management Advisors's VZ Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its Verizon (VZ) stake by 8.3% in Q2 2026, buying an estimated $11.8K and bringing the position to 3,261 shares worth $138K. The position accounts for 0.04% of the portfolio, ranked #211.

Pension & Wealth Management Advisors first reported a position in VZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $152K in Q4 2025. 3,018 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Pension & Wealth Management Advisors held 3,261 shares of Verizon worth $138K as of Q2 2026.
  • Pension & Wealth Management Advisors bought 251 Verizon shares in Q2 2026, an estimated $11.8K.
  • Verizon made up 0.04% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #211 holding.
  • Pension & Wealth Management Advisors first reported a position in Verizon in Q4 2022 and has held it in 15 quarters since.
  • Pension & Wealth Management Advisors's Verizon position peaked at $152K in Q4 2025.
  • 3,018 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.