VSM Wealth Advisory’s Verizon VZ Stock Holding History

VSM Wealth Advisory’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	$130K	Sell	3,069 -91	-3%	-$4.27K	0.03%	137
2026 Q1	$159K	Buy	3,160 +111	+4%	+$5.14K	0.05%	123
2025 Q4	$124K	Sell	3,049 -278	-8%	-$11.3K	0.04%	128
2025 Q3	$146K	Sell	3,327 -1,190	-26%	-$51.5K	0.05%	105
2025 Q2	$195K	Sell	4,517 -189	-4%	-$8.18K	0.06%	95
2025 Q1	$213K	Buy	4,706 +23	+0.5%	+$957	0.08%	84
2024 Q4	$187K	Buy	+4,683	New	+$198K	0.07%	88

Other funds holding VZ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

VSM Wealth Advisory's VZ Position: Q2 2026 in Review

VSM Wealth Advisory reduced its Verizon (VZ) stake by 2.9% in Q2 2026, selling an estimated $4.27K and leaving 3,069 shares worth $130K. The position accounts for 0.03% of the portfolio, ranked #137.

VSM Wealth Advisory first reported a position in VZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $213K in Q1 2025. 1,701 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

VSM Wealth Advisory held 3,069 shares of Verizon worth $130K as of Q2 2026.
VSM Wealth Advisory sold 91 Verizon shares in Q2 2026, an estimated $4.27K.
Verizon made up 0.03% of VSM Wealth Advisory's portfolio in Q2 2026, its #137 holding.
VSM Wealth Advisory first reported a position in Verizon in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's Verizon position peaked at $213K in Q1 2025.
1,701 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.