Sheets Smith Wealth 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
$448K Sell
10,584
-1,358
-11% -$63.7K 0.04% 308
2026
Q1
$599K Sell
11,942
-282
-2% -$13.1K 0.07% 258
2025
Q4
$498K Sell
12,224
-917
-7% -$37.2K 0.05% 273
2025
Q3
$578K Sell
13,141
-282
-2% -$12.2K 0.07% 263
2025
Q2
$581K Sell
13,423
-112
-0.8% -$4.85K 0.07% 260
2025
Q1
$614K Sell
13,535
-449
-3% -$18.7K 0.08% 223
2024
Q4
$559K Buy
13,984
+304
+2% +$12.8K 0.07% 247
2024
Q3
$614K Sell
13,680
-1,386
-9% -$57.8K 0.08% 220
2024
Q2
$621K Buy
15,066
+1,481
+11% +$59.7K 0.07% 209
2024
Q1
$570K Sell
13,585
-1,097
-7% -$44.2K 0.06% 224
2023
Q4
$554K Sell
14,682
-1,264
-8% -$44.7K 0.08% 199
2023
Q3
$517K Sell
15,946
-2,808
-15% -$94.9K 0.08% 198
2023
Q2
$697K Sell
18,754
-3,038
-14% -$112K 0.1% 173
2023
Q1
$847K Sell
21,792
-866
-4% -$34.2K 0.13% 146
2022
Q4
$893K Sell
22,658
-5,628
-20% -$212K 0.14% 140
2022
Q3
$1.07M Sell
28,286
-10,695
-27% -$476K 0.18% 118
2022
Q2
$1.98M Sell
38,981
-82,147
-68% -$4.16M 0.33% 75
2022
Q1
$6.17M Sell
121,128
-33,693
-22% -$1.78M 0.85% 31
2021
Q4
$8.04M Sell
154,821
-62,550
-29% -$3.26M 1% 23
2021
Q3
$11.7M Sell
217,371
-2,166
-1% -$120K 1.59% 14
2021
Q2
$12.3M Buy
219,537
+1,994
+0.9% +$114K 1.66% 14
2021
Q1
$12.7M Buy
217,543
+1,094
+0.5% +$61.7K 1.86% 9
2020
Q4
$12.7M Sell
216,449
-3,486
-2% -$207K 1.92% 11
2020
Q3
$13.1M Buy
219,935
+6,333
+3% +$368K 2.28% 8
2020
Q2
$11.8M Buy
213,602
+9,222
+5% +$519K 2.36% 8
2020
Q1
$11M Buy
204,380
+162,475
+388% +$9.3M 2.3% 7
2019
Q4
$2.57M Buy
41,905
+1,783
+4% +$108K 0.49% 53
2019
Q3
$2.42M Sell
40,122
-3,176
-7% -$183K 0.5% 52
2019
Q2
$2.47M Buy
43,298
+540
+1% +$31.1K 0.51% 55
2019
Q1
$2.53M Buy
42,758
+776
+2% +$43.9K 0.55% 50
2018
Q4
$2.36M Buy
41,982
+410
+1% +$23.3K 0.64% 46
2018
Q3
$2.22M Buy
41,572
+340
+0.8% +$18K 0.46% 57
2018
Q2
$2.07M Buy
41,232
+1,564
+4% +$75.7K 0.49% 53
2018
Q1
$1.9M Buy
39,668
+307
+0.8% +$15.4K 0.46% 60
2017
Q4
$2.08M Sell
39,361
-2,392
-6% -$118K 0.49% 55
2017
Q3
$2.07M Buy
41,753
+816
+2% +$38.4K 0.52% 55
2017
Q2
$1.83M Buy
40,937
+580
+1% +$27K 0.48% 63
2017
Q1
$1.97M Sell
40,357
-532
-1% -$26.7K 0.52% 59
2016
Q4
$2.18M Buy
40,889
+1,016
+3% +$50.8K 0.61% 46
2016
Q3
$2.07M Buy
39,873
+2,896
+8% +$155K 0.58% 50
2016
Q2
$2.06M Sell
36,977
-98
-0.3% -$5.08K 0.6% 48
2016
Q1
$2M Sell
37,075
-461
-1% -$23.1K 0.62% 49
2015
Q4
$1.74M Buy
37,536
+90
+0.2% +$4.09K 0.52% 55
2015
Q3
$1.63M Buy
37,446
+350
+0.9% +$16.1K 0.55% 52
2015
Q2
$1.73M Sell
37,096
-1,482
-4% -$72.5K 0.47% 65
2015
Q1
$1.88M Buy
38,578
+1,404
+4% +$67.8K 0.52% 57
2014
Q4
$1.74M Buy
37,174
+1,148
+3% +$56.2K 0.45% 63
2014
Q3
$1.8M Buy
36,026
+26
+0.1% +$1.29K 0.49% 60
2014
Q2
$1.76M Buy
36,000
+507
+1% +$24.6K 0.47% 57
2014
Q1
$1.69M Sell
35,493
-268
-0.7% -$12.7K 0.47% 58
2013
Q4
$1.76M Sell
35,761
-95
-0.3% -$4.67K 0.48% 56
2013
Q3
$1.67M Buy
35,856
+18,866
+111% +$921K 0.54% 56
2013
Q2
$855K Buy
+16,990
New +$867K 0.29% 92

Other funds holding VZ

Sheets Smith Wealth Management's VZ Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its Verizon (VZ) stake by 11% in Q2 2026, selling an estimated $63.7K and leaving 10,584 shares worth $448K. The position accounts for 0.04% of the portfolio, ranked #308.

Sheets Smith Wealth Management first reported a position in VZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $13.1M in Q3 2020. 1,722 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Sheets Smith Wealth Management held 10,584 shares of Verizon worth $448K as of Q2 2026.
  • Sheets Smith Wealth Management sold 1,358 Verizon shares in Q2 2026, an estimated $63.7K.
  • Verizon made up 0.04% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #308 holding.
  • Sheets Smith Wealth Management first reported a position in Verizon in Q2 2013 and has held it in 53 quarters since.
  • Sheets Smith Wealth Management's Verizon position peaked at $13.1M in Q3 2020.
  • 1,722 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

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