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Tradition Wealth Management’s Verizon VZ Stock Holding History

Tradition 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
Q1 		$1.24M Sell
24,619
-1,626
-6% -$75.4K 0.09% 181
2025
Q4 		$1.07M Sell
26,245
-900
-3% -$36.5K 0.08% 182
2025
Q3 		$1.19M Sell
27,145
-308
-1% -$13.3K 0.09% 174
2025
Q2 		$1.19M Sell
27,453
-110
-0.4% -$4.76K 0.09% 163
2025
Q1 		$1.25M Sell
27,563
-434
-2% -$18.1K 0.11% 157
2024
Q4 		$1.12M Sell
27,997
-701
-2% -$29.6K 0.1% 158
2024
Q3 		$1.29M Buy
28,698
+525
+2% +$21.9K 0.11% 149
2024
Q2 		$1.16M Buy
28,173
+778
+3% +$31.4K 0.11% 148
2024
Q1 		$1.15M Buy
27,395
+1,454
+6% +$58.6K 0.12% 139
2023
Q4 		$978K Buy
25,941
+238
+0.9% +$8.42K 0.1% 129
2023
Q3 		$833K Sell
25,703
-1,104
-4% -$37.3K 0.1% 133
2023
Q2 		$997K Buy
26,807
+1,494
+6% +$55.3K 0.12% 118
2023
Q1 		$984K Buy
25,313
+12,907
+104% +$509K 0.12% 115
2022
Q4 		$489K Sell
12,406
-1,050
-8% -$39.6K 0.07% 163
2022
Q3 		$511K Sell
13,456
-745
-5% -$33.2K 0.08% 152
2022
Q2 		$721K Sell
14,201
-73
-0.5% -$3.69K 0.1% 130
2022
Q1 		$727K Buy
14,274
+60
+0.4% +$3.18K 0.09% 149
2021
Q4 		$739K Sell
14,214
-1,261
-8% -$65.8K 0.09% 146
2021
Q3 		$836K Buy
15,475
+134
+0.9% +$7.41K 0.12% 129
2021
Q2 		$860K Sell
15,341
-883
-5% -$50.7K 0.13% 132
2021
Q1 		$943K Sell
16,224
-2,475
-13% -$140K 0.16% 108
2020
Q4 		$1.1M Buy
+18,699
New +$1.11M 0.21% 98

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tradition Wealth Management's VZ Position: Q1 2026 in Review

Tradition Wealth Management reduced its Verizon (VZ) stake by 6.2% in Q1 2026, selling an estimated $75.4K and leaving 24,619 shares worth $1.24M. The position accounts for 0.09% of the portfolio, ranked #181.

Tradition Wealth Management first reported a position in VZ in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.29M in Q3 2024. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Tradition Wealth Management held 24,619 shares of Verizon worth $1.24M as of Q1 2026.
  • Tradition Wealth Management sold 1,626 Verizon shares in Q1 2026, an estimated $75.4K.
  • Verizon made up 0.09% of Tradition Wealth Management's portfolio in Q1 2026, its #181 holding.
  • Tradition Wealth Management first reported a position in Verizon in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's Verizon position peaked at $1.29M in Q3 2024.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.