Private Wealth Asset Management’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$711K Buy
16,798
+4,190
+33% +$197K 0.07% 159
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

Private Wealth Asset Management's VZ Position: Q2 2026 in Review

Private Wealth Asset Management increased its Verizon (VZ) stake by 33% in Q2 2026, buying an estimated $197K and bringing the position to 16,798 shares worth $711K. The position accounts for 0.07% of the portfolio, ranked #159.

Private Wealth Asset Management first reported a position in VZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $715K in Q1 2025. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Private Wealth Asset Management held 16,798 shares of Verizon worth $711K as of Q2 2026.
  • Private Wealth Asset Management bought 4,190 Verizon shares in Q2 2026, an estimated $197K.
  • Verizon made up 0.07% of Private Wealth Asset Management's portfolio in Q2 2026, its #159 holding.
  • Private Wealth Asset Management first reported a position in Verizon in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's Verizon position peaked at $715K in Q1 2025.
  • 3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.