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 Q2	–	Sell	-4,474	Closed	-$225K	–	167
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Philip James Wealth Mangement's VZ Position: Q2 2026 in Review

Philip James Wealth Mangement sold out of Verizon (VZ) in Q2 2026, closing a stake of 4,474 shares — an estimated $225K sold.

Philip James Wealth Mangement first reported a position in VZ in Q3 2024 and held it in 5 quarters. The position peaked at $225K in Q1 2026. 3,144 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Philip James Wealth Mangement reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
Philip James Wealth Mangement sold 4,474 Verizon shares in Q2 2026, an estimated $225K.
Philip James Wealth Mangement first reported a position in Verizon in Q3 2024 and held it in 5 quarters.
Philip James Wealth Mangement's Verizon position peaked at $225K in Q1 2026.
3,144 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.