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Private Wealth Asset Management’s Verizon VZ Stock Holding History

Private Wealth Asset 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 		$633K Sell
12,608
-178
-1% -$8.25K 0.07% 152
2025
Q4 		$521K Sell
12,786
-2,971
-19% -$121K 0.06% 165
2025
Q3 		$693K Sell
15,757
-402
-2% -$17.4K 0.08% 138
2025
Q2 		$699K Buy
16,159
+391
+2% +$16.9K 0.09% 130
2025
Q1 		$715K Buy
+15,768
New +$656K 0.1% 126

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

Private Wealth Asset Management's VZ Position: Q1 2026 in Review

Private Wealth Asset Management reduced its Verizon (VZ) stake by 1.4% in Q1 2026, selling an estimated $8.25K and leaving 12,608 shares worth $633K. The position accounts for 0.07% of the portfolio, ranked #152.

Private Wealth Asset Management first reported a position in VZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $715K in Q1 2025. 3,263 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Private Wealth Asset Management held 12,608 shares of Verizon worth $633K as of Q1 2026.
  • Private Wealth Asset Management sold 178 Verizon shares in Q1 2026, an estimated $8.25K.
  • Verizon made up 0.07% of Private Wealth Asset Management's portfolio in Q1 2026, its #152 holding.
  • Private Wealth Asset Management first reported a position in Verizon in Q1 2025 and has held it in 5 quarters since.
  • Private Wealth Asset Management's Verizon position peaked at $715K in Q1 2025.
  • 3,263 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.