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Peterson Wealth Management’s Verizon VZ Stock Holding History

Peterson 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 		$55.5K Buy
+1,106
New +$51.3K 0.03% 66
2021
Q1 		– Sell
-4,188
Closed -$246K – 50
2020
Q4 		$246K Sell
4,188
-588
-12% -$34.9K 0.2% 42
2020
Q3 		$284K Sell
4,776
-5,148
-52% -$299K 0.25% 40
2020
Q2 		$547K Buy
+9,924
New +$558K 0.54% 32

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

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

Peterson Wealth Management opened a new position in Verizon (VZ) in Q1 2026: 1,106 shares worth $55.5K. The stake represents 0.03% of the portfolio and ranks #66 among its holdings. This is a return to the name: Peterson Wealth Management previously reported a position in VZ as recently as Q4 2020.

Peterson Wealth Management first reported a position in VZ in Q2 2020 and has held it in 4 quarters since. The position peaked at $547K in Q2 2020. 3,261 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Peterson Wealth Management held 1,106 shares of Verizon worth $55.5K as of Q1 2026.
  • Verizon was a new Peterson Wealth Management position in Q1 2026.
  • Verizon made up 0.03% of Peterson Wealth Management's portfolio in Q1 2026, its #66 holding.
  • Peterson Wealth Management first reported a position in Verizon in Q2 2020 and has held it in 4 quarters since.
  • Peterson Wealth Management's Verizon position peaked at $547K in Q2 2020.
  • 3,261 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Peterson Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.