RWB
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RMR Wealth Builders’s Verizon VZ Stock Holding History

RMR Wealth Builders’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 		$4.66M Buy
110,043
+22,145
+25% +$1.04M 0.29% 55
2026
Q1 		$4.41M Buy
87,898
+1,495
+2% +$69.3K 0.35% 42
2025
Q4 		$3.52M Buy
86,403
+7,382
+9% +$299K 0.28% 51
2025
Q3 		$3.47M Buy
79,021
+3,611
+5% +$156K 0.29% 47
2025
Q2 		$3.26M Buy
75,410
+3,106
+4% +$135K 0.3% 44
2025
Q1 		$3.28M Buy
72,304
+3,141
+5% +$131K 0.35% 39
2024
Q4 		$2.77M Buy
69,163
+5,176
+8% +$218K 0.29% 43
2024
Q3 		$2.87M Sell
63,987
-1,147
-2% -$47.9K 0.3% 41
2024
Q2 		$2.69M Buy
65,134
+5,530
+9% +$223K 0.31% 42
2024
Q1 		$2.5M Buy
59,604
+21,850
+58% +$881K 0.3% 43
2023
Q4 		$1.42M Sell
37,754
-1,014
-3% -$35.9K 0.2% 58
2023
Q3 		$1.26M Sell
38,768
-671
-2% -$22.7K 0.2% 59
2023
Q2 		$1.47M Buy
39,439
+8,353
+27% +$309K 0.25% 46
2023
Q1 		$1.21M Buy
31,086
+4,354
+16% +$172K 0.23% 52
2022
Q4 		$1.05M Buy
26,732
+57
+0.2% +$2.15K 0.24% 50
2022
Q3 		$1.01M Sell
26,675
-185
-0.7% -$8.24K 0.25% 45
2022
Q2 		$1.36M Sell
26,860
-4,152
-13% -$210K 0.34% 41
2022
Q1 		$1.58M Buy
31,012
+22,440
+262% +$1.19M 0.34% 52
2021
Q4 		$445K Sell
8,572
-26,765
-76% -$1.4M 0.13% 74
2021
Q3 		$1.91M Sell
35,337
-27
-0.1% -$1.49K 0.56% 27
2021
Q2 		$1.98M Sell
35,364
-7,656
-18% -$439K 0.65% 25
2021
Q1 		$2.5M Buy
43,020
+10,273
+31% +$580K 0.65% 21
2020
Q4 		$1.92M Sell
32,747
-33,984
-51% -$2.02M 0.95% 19
2020
Q3 		$3.97M Buy
66,731
+36,260
+119% +$2.11M 1.03% 16
2020
Q2 		$1.68M Buy
+30,471
New +$1.71M 1.5% 14
2019
Q4 		$1.84M Buy
+30,007
New +$1.81M 1.77% 11

Other funds holding VZ

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

RMR Wealth Builders's VZ Position: Q2 2026 in Review

RMR Wealth Builders increased its Verizon (VZ) stake by 25% in Q2 2026, buying an estimated $1.04M and bringing the position to 110,043 shares worth $4.66M. The position accounts for 0.29% of the portfolio, ranked #55.

RMR Wealth Builders first reported a position in VZ in Q4 2019 and has held it in 26 quarters since. 1,159 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • RMR Wealth Builders held 110,043 shares of Verizon worth $4.66M as of Q2 2026.
  • RMR Wealth Builders bought 22,145 Verizon shares in Q2 2026, an estimated $1.04M.
  • Verizon made up 0.29% of RMR Wealth Builders's portfolio in Q2 2026, its #55 holding.
  • RMR Wealth Builders first reported a position in Verizon in Q4 2019 and has held it in 26 quarters since.
  • 1,159 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.