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Pinnacle Wealth Management Group’s Verizon VZ Stock Holding History

Pinnacle Wealth Management Group’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 		$1.09M Sell
25,666
-188
-0.7% -$8.82K 0.51% 45
2026
Q1 		$1.3M Sell
25,854
-42
-0.2% -$1.95K 0.64% 36
2025
Q4 		$1.05M Sell
25,896
-3,367
-12% -$137K 0.53% 42
2025
Q3 		$1.29M Sell
29,263
-62
-0.2% -$2.68K 0.66% 37
2025
Q2 		$1.27M Sell
29,325
-1,431
-5% -$62K 0.73% 37
2025
Q1 		$1.4M Sell
30,756
-1,569
-5% -$65.3K 0.97% 30
2024
Q4 		$1.29M Sell
32,325
-1,421
-4% -$59.9K 0.81% 34
2024
Q3 		$1.52M Sell
33,746
-395
-1% -$16.5K 0.96% 29
2024
Q2 		$1.41M Sell
34,141
-216
-0.6% -$8.71K 0.95% 28
2024
Q1 		$1.44M Buy
34,357
+231
+0.7% +$9.32K 1.07% 26
2023
Q4 		$1.29M Sell
34,126
-3,950
-10% -$140K 1.06% 29
2023
Q3 		$1.23M Sell
38,076
-812
-2% -$27.4K 1.12% 28
2023
Q2 		$1.45M Sell
38,888
-1,350
-3% -$50K 1.26% 25
2023
Q1 		$1.56M Sell
40,238
-797
-2% -$31.4K 1.36% 21
2022
Q4 		$1.62M Sell
41,035
-678
-2% -$25.5K 1.43% 22
2022
Q3 		$1.58M Buy
41,713
+3,661
+10% +$163K 1.4% 18
2022
Q2 		$1.93M Buy
38,052
+287
+0.8% +$14.5K 1.62% 21
2022
Q1 		$1.92M Buy
37,765
+754
+2% +$39.9K 1.45% 22
2021
Q4 		$1.92M Sell
37,011
-1,041
-3% -$54.3K 1.43% 20
2021
Q3 		$2.06M Sell
38,052
-6,887
-15% -$381K 1.55% 19
2021
Q2 		$2.52M Buy
+44,939
New +$2.58M 1.84% 16

Other funds holding VZ

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Pinnacle Wealth Management Group's VZ Position: Q2 2026 in Review

Pinnacle Wealth Management Group reduced its Verizon (VZ) stake by 0.73% in Q2 2026, selling an estimated $8.82K and leaving 25,666 shares worth $1.09M. The position accounts for 0.51% of the portfolio, ranked #45.

Pinnacle Wealth Management Group first reported a position in VZ in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.52M in Q2 2021. 677 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Pinnacle Wealth Management Group held 25,666 shares of Verizon worth $1.09M as of Q2 2026.
  • Pinnacle Wealth Management Group sold 188 Verizon shares in Q2 2026, an estimated $8.82K.
  • Verizon made up 0.51% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #45 holding.
  • Pinnacle Wealth Management Group first reported a position in Verizon in Q2 2021 and has held it in 21 quarters since.
  • Pinnacle Wealth Management Group's Verizon position peaked at $2.52M in Q2 2021.
  • 677 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.