QWM
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QP Wealth Management’s Verizon VZ Stock Holding History

QP 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
Q2 		– Sell
-11,139
Closed -$559K – 86
2026
Q1 		$559K Sell
11,139
-4,941
-31% -$229K 0.96% 33
2025
Q4 		$655K Buy
+16,080
New +$652K 0.58% 42
2023
Q3 		$528K Buy
16,278
+1,067
+7% +$36.1K 0.92% 37
2023
Q2 		$566K Buy
15,211
+3,012
+25% +$111K 0.9% 37
2023
Q1 		$474K Buy
12,199
+5,685
+87% +$224K 0.78% 39
2022
Q4 		$257K Sell
6,514
-12,207
-65% -$460K 0.4% 56
2022
Q3 		$723K Buy
18,721
+1,530
+9% +$68.1K 1.04% 33
2022
Q2 		$872K Sell
17,191
-1,425
-8% -$72.1K 1.19% 30
2022
Q1 		$948K Buy
18,616
+1,500
+9% +$79.5K 1.06% 33
2021
Q4 		$889K Sell
17,116
-1,130
-6% -$59K 0.94% 35
2021
Q3 		$985K Sell
18,246
-220
-1% -$12.2K 1.06% 33
2021
Q2 		$1.03M Buy
18,466
+718
+4% +$41.2K 1.06% 33
2021
Q1 		$1.03M Buy
17,748
+360
+2% +$20.3K 1.12% 32
2020
Q4 		$1.02M Buy
17,388
+985
+6% +$58.5K 1.13% 29
2020
Q3 		$976K Sell
16,403
-30
-0.2% -$1.74K 1.25% 26
2020
Q2 		$906K Sell
16,433
-2,130
-11% -$120K 1.25% 31
2020
Q1 		$1.07M Sell
18,563
-100
-0.5% -$5.72K 1.55% 24
2019
Q4 		$1.11M Buy
+18,663
New +$1.13M 1.35% 25

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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

QP Wealth Management's VZ Position: Q2 2026 in Review

QP Wealth Management sold out of Verizon (VZ) in Q2 2026, closing a stake of 11,139 shares — an estimated $559K sold.

QP Wealth Management first reported a position in VZ in Q4 2019 and held it in 18 quarters. The position peaked at $1.11M in Q4 2019. 648 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • QP Wealth Management reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
  • QP Wealth Management sold 11,139 Verizon shares in Q2 2026, an estimated $559K.
  • QP Wealth Management first reported a position in Verizon in Q4 2019 and held it in 18 quarters.
  • QP Wealth Management's Verizon position peaked at $1.11M in Q4 2019.
  • 648 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on QP Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.