Schrum Private Wealth Management’s Verizon VZ Stock Holding History

Schrum Private 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 Q1	$352K	Buy	7,004 +212	+3%	+$9.82K	0.27%	93
2025 Q4	$277K	Sell	6,792 -193	-3%	-$7.83K	0.2%	107
2025 Q3	$307K	Sell	6,985 -193	-3%	-$8.36K	0.23%	103
2025 Q2	$311K	Sell	7,178 -559	-7%	-$24.2K	0.25%	96
2025 Q1	$351K	Buy	7,737 +730	+10%	+$30.4K	0.31%	84
2024 Q4	$280K	Sell	7,007 -6,843	-49%	-$289K	0.24%	100
2024 Q3	$622K	Buy	13,850 +5,977	+76%	+$249K	0.32%	71
2024 Q2	$325K	Sell	7,873 -1,371	-15%	-$55.3K	0.29%	84
2024 Q1	$388K	Buy	9,244 +3,014	+48%	+$122K	0.35%	73
2023 Q4	$235K	Sell	6,230 -2,938	-32%	-$104K	0.33%	82
2023 Q3	$297K	Sell	9,168 -1,966	-18%	-$66.4K	0.34%	75
2023 Q2	$414K	Buy	11,134 +196	+2%	+$7.25K	0.45%	59
2023 Q1	$425K	Buy	10,938 +25	+0.2%	+$986	0.49%	57
2022 Q4	$430K	Sell	10,913 -5,153	-32%	-$194K	0.51%	58
2022 Q3	$609K	Sell	16,066 -358	-2%	-$15.9K	0.77%	35
2022 Q2	$834K	Buy	16,424 +31	+0.2%	+$1.57K	0.94%	29
2022 Q1	$824K	Sell	16,393 -109	-0.7%	-$5.77K	0.83%	34
2021 Q4	$857K	Buy	+16,502	New	+$861K	0.78%	36

Other funds holding VZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Schrum Private Wealth Management increased its Verizon (VZ) stake by 3.1% in Q1 2026, buying an estimated $9.82K and bringing the position to 7,004 shares worth $352K. The position accounts for 0.27% of the portfolio, ranked #93.

Schrum Private Wealth Management first reported a position in VZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $857K in Q4 2021. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Schrum Private Wealth Management held 7,004 shares of Verizon worth $352K as of Q1 2026.
Schrum Private Wealth Management bought 212 Verizon shares in Q1 2026, an estimated $9.82K.
Verizon made up 0.27% of Schrum Private Wealth Management's portfolio in Q1 2026, its #93 holding.
Schrum Private Wealth Management first reported a position in Verizon in Q4 2021 and has held it in 18 quarters since.
Schrum Private Wealth Management's Verizon position peaked at $857K in Q4 2021.
3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.