TRB Wealth Management’s Verizon VZ Stock Holding History

TRB 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	–	Sell	-7,752	Closed	-$389K	–	327
2026 Q1	$389K	Buy	+7,752	New	+$359K	0.06%	174

Other funds holding VZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TRB Wealth Management's VZ Position: Q2 2026 in Review

TRB Wealth Management sold out of Verizon (VZ) in Q2 2026, closing a stake of 7,752 shares — an estimated $389K sold.

TRB Wealth Management first reported a position in VZ in Q1 2026 and held it in 1 quarter. The position peaked at $389K in Q1 2026. 3,124 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

TRB Wealth Management reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
TRB Wealth Management sold 7,752 Verizon shares in Q2 2026, an estimated $389K.
TRB Wealth Management first reported a position in Verizon in Q1 2026 and held it in 1 quarter.
TRB Wealth Management's Verizon position peaked at $389K in Q1 2026.
3,124 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.