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Todd Wealth Management’s Verizon VZ Stock Holding History

Todd 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
Q3 		$247K Sell
5,384
-30
-0.6% -$1.41K 0.19% 95
2026
Q2 		$229K Hold
5,414
– – 0.17% 98
2026
Q1 		$272K Sell
5,414
-16
-0.3% -$742 0.25% 85
2025
Q4 		$221K Buy
+5,430
New +$220K 0.2% 89

Other funds holding VZ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Todd Wealth Management's VZ Position: Q3 2026 in Review

Todd Wealth Management reduced its Verizon (VZ) stake by 0.55% in Q3 2026, selling an estimated $1.41K and leaving 5,384 shares worth $247K. The position accounts for 0.19% of the portfolio, ranked #95.

Todd Wealth Management first reported a position in VZ in Q4 2025 and has held it in 4 quarters since. The position peaked at $272K in Q1 2026. 1,955 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Todd Wealth Management held 5,384 shares of Verizon worth $247K as of Q3 2026.
  • Todd Wealth Management sold 30 Verizon shares in Q3 2026, an estimated $1.41K.
  • Verizon made up 0.19% of Todd Wealth Management's portfolio in Q3 2026, its #95 holding.
  • Todd Wealth Management first reported a position in Verizon in Q4 2025 and has held it in 4 quarters since.
  • Todd Wealth Management's Verizon position peaked at $272K in Q1 2026.
  • 1,955 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.