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Wallace Advisory Group’s Verizon VZ Stock Holding History

Wallace Advisory Group’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 		$744K Sell
17,566
-1,408
-7% -$66.1K 0.7% 35
2026
Q1 		$952K Buy
18,974
+578
+3% +$26.8K 1.02% 19
2025
Q4 		$749K Sell
18,396
-6,883
-27% -$279K 0.79% 30
2025
Q3 		$1.09M Sell
25,279
-5,929
-19% -$257K 0.88% 27
2025
Q2 		$1.42M Buy
31,208
+11,647
+60% +$504K 1.03% 21
2025
Q1 		$782K Buy
19,561
+8
+0% +$333 0.54% 50
2024
Q4 		$878K Sell
19,553
-174
-0.9% -$7.34K 0.61% 42
2024
Q3 		$814K Sell
19,727
-605
-3% -$25.3K 0.6% 40
2024
Q2 		$838K Buy
20,332
+2,264
+13% +$91.2K 0.6% 39
2024
Q1 		$681K Sell
18,068
-520
-3% -$21K 0.51% 48
2023
Q4 		$602K Buy
18,588
+417
+2% +$14.8K 0.47% 44
2023
Q3 		$676K Buy
18,171
+691
+4% +$23.3K 0.49% 40
2023
Q2 		$680K Hold
17,480
– – 0.52% 41
2023
Q1 		$680K Buy
17,480
+5,684
+48% +$224K 0.52% 41
2022
Q4 		$465K Buy
+11,796
New +$444K 0.37% 68

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 $3.37T AUM 44.26% 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

Wallace Advisory Group's VZ Position: Q2 2026 in Review

Wallace Advisory Group reduced its Verizon (VZ) stake by 7.4% in Q2 2026, selling an estimated $66.1K and leaving 17,566 shares worth $744K. The position accounts for 0.7% of the portfolio, ranked #35.

Wallace Advisory Group first reported a position in VZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.42M in Q2 2025. 3,144 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Wallace Advisory Group held 17,566 shares of Verizon worth $744K as of Q2 2026.
  • Wallace Advisory Group sold 1,408 Verizon shares in Q2 2026, an estimated $66.1K.
  • Verizon made up 0.7% of Wallace Advisory Group's portfolio in Q2 2026, its #35 holding.
  • Wallace Advisory Group first reported a position in Verizon in Q4 2022 and has held it in 15 quarters since.
  • Wallace Advisory Group's Verizon position peaked at $1.42M in Q2 2025.
  • 3,144 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.