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Taylor & Morgan Wealth Management’s Verizon VZ Stock Holding History

Taylor & Morgan 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 		$553K Sell
13,051
-124
-0.9% -$5.82K 0.27% 48
2026
Q1 		$661K Sell
13,175
-82
-0.6% -$3.8K 0.38% 41
2025
Q4 		$540K Buy
13,257
+130
+1% +$5.27K 0.3% 48
2025
Q3 		$577K Buy
13,127
+116
+0.9% +$5.02K 0.35% 40
2025
Q2 		$563K Buy
13,011
+113
+0.9% +$4.89K 0.38% 40
2025
Q1 		$585K Buy
12,898
+20
+0.2% +$833 0.44% 37
2024
Q4 		$515K Sell
12,878
-386
-3% -$16.3K 0.36% 42
2024
Q3 		$596K Buy
13,264
+112
+0.9% +$4.67K 0.4% 37
2024
Q2 		$542K Buy
13,152
+4,621
+54% +$186K 0.38% 37
2024
Q1 		$358K Buy
8,531
+590
+7% +$23.8K 0.26% 47
2023
Q4 		$299K Sell
7,941
-1,107
-12% -$39.2K 0.24% 48
2023
Q3 		$293K Sell
9,048
-163
-2% -$5.51K 0.26% 47
2023
Q2 		$343K Sell
9,211
-3,491
-27% -$129K 0.28% 47
2023
Q1 		$494K Sell
12,702
-2,665
-17% -$105K 0.43% 41
2022
Q4 		$605K Sell
15,367
-1,131
-7% -$42.6K 0.57% 35
2022
Q3 		$626K Sell
16,498
-5,312
-24% -$237K 0.62% 33
2022
Q2 		$1.11M Sell
21,810
-58
-0.3% -$2.93K 1.05% 20
2022
Q1 		$1.11M Sell
21,868
-5,337
-20% -$283K 0.91% 24
2021
Q4 		$1.41M Buy
+27,205
New +$1.42M 1.14% 22

Other funds holding VZ

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

Taylor & Morgan Wealth Management's VZ Position: Q2 2026 in Review

Taylor & Morgan Wealth Management reduced its Verizon (VZ) stake by 0.94% in Q2 2026, selling an estimated $5.82K and leaving 13,051 shares worth $553K. The position accounts for 0.27% of the portfolio, ranked #48.

Taylor & Morgan Wealth Management first reported a position in VZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.41M in Q4 2021. 1,462 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Taylor & Morgan Wealth Management held 13,051 shares of Verizon worth $553K as of Q2 2026.
  • Taylor & Morgan Wealth Management sold 124 Verizon shares in Q2 2026, an estimated $5.82K.
  • Verizon made up 0.27% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Taylor & Morgan Wealth Management first reported a position in Verizon in Q4 2021 and has held it in 19 quarters since.
  • Taylor & Morgan Wealth Management's Verizon position peaked at $1.41M in Q4 2021.
  • 1,462 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.