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Trajan Wealth’s Verizon VZ Stock Holding History

Trajan Wealth’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 		$29.1M Buy
688,280
+104,047
+18% +$4.88M 1.1% 24
2026
Q1 		$29.3M Buy
584,233
+74,109
+15% +$3.43M 1.18% 22
2025
Q4 		$20.8M Buy
510,124
+389,330
+322% +$15.8M 0.87% 28
2025
Q3 		$5.31M Buy
120,794
+578
+0.5% +$25K 0.23% 75
2025
Q2 		$5.2M Buy
120,216
+1,110
+0.9% +$48.1K 0.25% 73
2025
Q1 		$5.4M Sell
119,106
-19,243
-14% -$801K 0.29% 64
2024
Q4 		$5.53M Buy
138,349
+6,377
+5% +$269K 0.31% 62
2024
Q3 		$5.93M Buy
131,972
+6,565
+5% +$274K 0.35% 61
2024
Q2 		$5.17M Sell
125,407
-713
-0.6% -$28.7K 0.33% 61
2024
Q1 		$5.29M Buy
+126,120
New +$5.09M 0.36% 59

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Trajan Wealth's VZ Position: Q2 2026 in Review

Trajan Wealth increased its Verizon (VZ) stake by 18% in Q2 2026, buying an estimated $4.88M and bringing the position to 688,280 shares worth $29.1M. The position accounts for 1.1% of the portfolio, ranked #24.

Trajan Wealth first reported a position in VZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $29.3M in Q1 2026. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Trajan Wealth held 688,280 shares of Verizon worth $29.1M as of Q2 2026.
  • Trajan Wealth bought 104,047 Verizon shares in Q2 2026, an estimated $4.88M.
  • Verizon made up 1.1% of Trajan Wealth's portfolio in Q2 2026, its #24 holding.
  • Trajan Wealth first reported a position in Verizon in Q1 2024 and has held it in 10 quarters since.
  • Trajan Wealth's Verizon position peaked at $29.3M in Q1 2026.
  • 3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Trajan Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.