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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
Q2 		$303K Buy
7,347
+343
+5% +$16.1K 0.31% 81
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Schrum Private Wealth Management increased its Verizon (VZ) stake by 4.9% in Q2 2026, buying an estimated $16.1K and bringing the position to 7,347 shares worth $303K. The position accounts for 0.31% of the portfolio, ranked #81.

Schrum Private Wealth Management first reported a position in VZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $857K in Q4 2021. 3,144 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Schrum Private Wealth Management held 7,347 shares of Verizon worth $303K as of Q2 2026.
  • Schrum Private Wealth Management bought 343 Verizon shares in Q2 2026, an estimated $16.1K.
  • Verizon made up 0.31% of Schrum Private Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Schrum Private Wealth Management first reported a position in Verizon in Q4 2021 and has held it in 19 quarters since.
  • Schrum Private Wealth Management's Verizon position peaked at $857K in Q4 2021.
  • 3,144 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.