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Pines Wealth Management’s Verizon VZ Stock Holding History

Pines 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 		$357K Buy
7,113
+676
+11% +$31.3K 0.12% 155
2025
Q4 		$262K Buy
6,437
+1,079
+20% +$43.8K 0.08% 192
2025
Q3 		$235K Sell
5,358
-71
-1% -$3.07K 0.08% 202
2025
Q2 		$236K Sell
5,429
-39
-0.7% -$1.69K 0.08% 203
2025
Q1 		$231K Sell
5,468
-66
-1% -$2.75K 0.11% 181
2024
Q4 		$209K Buy
+5,534
New +$233K 0.09% 197

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

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

Pines Wealth Management increased its Verizon (VZ) stake by 11% in Q1 2026, buying an estimated $31.3K and bringing the position to 7,113 shares worth $357K. The position accounts for 0.12% of the portfolio, ranked #155.

Pines Wealth Management first reported a position in VZ in Q4 2024 and has held it in 6 quarters since. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Pines Wealth Management held 7,113 shares of Verizon worth $357K as of Q1 2026.
  • Pines Wealth Management bought 676 Verizon shares in Q1 2026, an estimated $31.3K.
  • Verizon made up 0.12% of Pines Wealth Management's portfolio in Q1 2026, its #155 holding.
  • Pines Wealth Management first reported a position in Verizon in Q4 2024 and has held it in 6 quarters since.
  • 3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.