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Philip James Wealth Mangement’s Verizon VZ Stock Holding History

Philip James Wealth Mangement’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 		$225K Buy
+4,474
New +$207K 0.03% 152
2025
Q4 		– Sell
-4,879
Closed -$214K – 179
2025
Q3 		$214K Sell
4,879
-273
-5% -$11.8K 0.03% 170
2025
Q2 		$223K Buy
5,152
+659
+15% +$28.5K 0.03% 158
2025
Q1 		$204K Buy
+4,493
New +$187K 0.02% 163
2024
Q4 		– Sell
-4,472
Closed -$201K – 177
2024
Q3 		$201K Buy
+4,472
New +$187K 0.02% 162

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

Philip James Wealth Mangement's VZ Position: Q1 2026 in Review

Philip James Wealth Mangement opened a new position in Verizon (VZ) in Q1 2026: 4,474 shares worth $225K. The stake represents 0.03% of the portfolio and ranks #152 among its holdings. This is a return to the name: Philip James Wealth Mangement previously reported a position in VZ as recently as Q3 2025.

Philip James Wealth Mangement first reported a position in VZ in Q3 2024 and has held it in 5 quarters since. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Philip James Wealth Mangement held 4,474 shares of Verizon worth $225K as of Q1 2026.
  • Verizon was a new Philip James Wealth Mangement position in Q1 2026.
  • Verizon made up 0.03% of Philip James Wealth Mangement's portfolio in Q1 2026, its #152 holding.
  • Philip James Wealth Mangement first reported a position in Verizon in Q3 2024 and has held it in 5 quarters since.
  • 3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.