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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
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 $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

Trajan Wealth's VZ Position: Q1 2026 in Review

Trajan Wealth increased its Verizon (VZ) stake by 15% in Q1 2026, buying an estimated $3.43M and bringing the position to 584,233 shares worth $29.3M. The position accounts for 1.18% of the portfolio, ranked #22.

Trajan Wealth first reported a position in VZ in Q1 2024 and has held it in 9 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Trajan Wealth held 584,233 shares of Verizon worth $29.3M as of Q1 2026.
  • Trajan Wealth bought 74,109 Verizon shares in Q1 2026, an estimated $3.43M.
  • Verizon made up 1.18% of Trajan Wealth's portfolio in Q1 2026, its #22 holding.
  • Trajan Wealth first reported a position in Verizon in Q1 2024 and has held it in 9 quarters since.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Trajan Wealth's 13F filing for Q1 2026, filed 14 May 2026.