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Smith Salley Wealth Management’s Verizon VZ Stock Holding History

Smith Salley 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 		$1.94M Buy
45,703
+1,034
+2% +$48.5K 0.08% 125
2026
Q1 		$2.24M Buy
44,669
+3,725
+9% +$173K 0.11% 118
2025
Q4 		$1.67M Buy
40,944
+394
+1% +$16K 0.08% 130
2025
Q3 		$1.78M Sell
40,550
-529
-1% -$22.9K 0.09% 127
2025
Q2 		$1.78M Buy
41,079
+573
+1% +$24.8K 0.1% 121
2025
Q1 		$1.84M Buy
40,506
+3,663
+10% +$152K 0.12% 111
2024
Q4 		$1.47M Sell
36,843
-3,030
-8% -$128K 0.09% 123
2024
Q3 		$1.79M Buy
39,873
+2,490
+7% +$104K 0.12% 110
2024
Q2 		$1.54M Sell
37,383
-4,272
-10% -$172K 0.11% 110
2024
Q1 		$1.75M Sell
41,655
-19,927
-32% -$804K 0.14% 102
2023
Q4 		$2.32M Buy
61,582
+10,074
+20% +$356K 0.15% 102
2023
Q3 		$1.67M Sell
51,508
-4,278
-8% -$145K 0.12% 108
2023
Q2 		$2.07M Sell
55,786
-284
-0.5% -$10.5K 0.15% 99
2023
Q1 		$2.18M Buy
56,070
+13,239
+31% +$522K 0.17% 94
2022
Q4 		$1.69M Sell
42,831
-14,437
-25% -$544K 0.14% 106
2022
Q3 		$2.17M Sell
57,268
-3,383
-6% -$151K 0.2% 90
2022
Q2 		$3.08M Buy
60,651
+3,730
+7% +$189K 0.27% 78
2022
Q1 		$2.9M Sell
56,921
-315
-0.6% -$16.7K 0.22% 88
2021
Q4 		$2.97M Sell
57,236
-2,105
-4% -$110K 0.21% 92
2021
Q3 		$3.21M Buy
59,341
+1,103
+2% +$61K 0.25% 80
2021
Q2 		$3.26M Sell
58,238
-95,177
-62% -$5.46M 0.26% 79
2021
Q1 		$8.92M Buy
153,415
+8,412
+6% +$475K 0.8% 42
2020
Q4 		$8.52M Buy
145,003
+85,012
+142% +$5.05M 0.86% 41
2020
Q3 		$3.57M Buy
59,991
+1,141
+2% +$66.3K 0.43% 61
2020
Q2 		$3.24M Sell
58,850
-14,981
-20% -$843K 0.43% 62
2020
Q1 		$3.97M Sell
73,831
-3,856
-5% -$221K 0.66% 48
2019
Q4 		$4.77M Sell
77,687
-880
-1% -$53.1K 0.63% 49
2019
Q3 		$4.74M Buy
78,567
+3,936
+5% +$227K 0.67% 48
2019
Q2 		$4.26M Sell
74,631
-427
-0.6% -$24.6K 0.64% 52
2019
Q1 		$4.44M Sell
75,058
-2,681
-3% -$152K 0.71% 52
2018
Q4 		$4.37M Buy
77,739
+27,069
+53% +$1.54M 0.8% 47
2018
Q3 		$2.71M Buy
50,670
+1,384
+3% +$73.3K 0.43% 70
2018
Q2 		$2.48M Buy
49,286
+34,411
+231% +$1.67M 0.42% 71
2018
Q1 		$712K Sell
14,875
-49,538
-77% -$2.49M 0.13% 103
2017
Q4 		$3.41M Buy
64,413
+2,037
+3% +$100K 0.61% 64
2017
Q3 		$3.09M Sell
62,376
-617
-1% -$29K 0.59% 65
2017
Q2 		$2.81M Sell
62,993
-1,105
-2% -$51.5K 0.57% 67
2017
Q1 		$3.13M Sell
64,098
-136,411
-68% -$6.84M 0.64% 57
2016
Q4 		$10.7M Buy
200,509
+2,266
+1% +$113K 2.23% 6
2016
Q3 		$10.3M Buy
198,243
+8,802
+5% +$472K 2.28% 5
2016
Q2 		$10.6M Buy
189,441
+13,011
+7% +$675K 2.46% 4
2016
Q1 		$9.54M Buy
176,430
+3,369
+2% +$168K 2.39% 4
2015
Q4 		$8M Buy
173,061
+581
+0.3% +$26.4K 1.99% 8
2015
Q3 		$7.5M Buy
172,480
+2,372
+1% +$109K 2.02% 10
2015
Q2 		$7.93M Buy
170,108
+8,733
+5% +$427K 2.02% 9
2015
Q1 		$7.85M Buy
161,375
+12,621
+8% +$609K 2% 7
2014
Q4 		$6.96M Buy
148,754
+23,940
+19% +$1.17M 1.81% 12
2014
Q3 		$6.24M Buy
124,814
+23,740
+23% +$1.18M 1.66% 13
2014
Q2 		$4.95M Buy
101,074
+59,114
+141% +$2.86M 1.32% 20
2014
Q1 		$2M Buy
41,960
+32,132
+327% +$1.52M 1.25% 40
2013
Q4 		$483K Buy
9,828
+2,945
+43% +$145K 0.32% 63
2013
Q3 		$321K Buy
+6,883
New +$336K 0.26% 57

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
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

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

Smith Salley Wealth Management increased its Verizon (VZ) stake by 2.3% in Q2 2026, buying an estimated $48.5K and bringing the position to 45,703 shares worth $1.94M. The position accounts for 0.08% of the portfolio, ranked #125.

Smith Salley Wealth Management first reported a position in VZ in Q3 2013 and has held it in 52 quarters since. The position peaked at $10.7M in Q4 2016. 1,049 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Smith Salley Wealth Management held 45,703 shares of Verizon worth $1.94M as of Q2 2026.
  • Smith Salley Wealth Management bought 1,034 Verizon shares in Q2 2026, an estimated $48.5K.
  • Verizon made up 0.08% of Smith Salley Wealth Management's portfolio in Q2 2026, its #125 holding.
  • Smith Salley Wealth Management first reported a position in Verizon in Q3 2013 and has held it in 52 quarters since.
  • Smith Salley Wealth Management's Verizon position peaked at $10.7M in Q4 2016.
  • 1,049 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.