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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wallace Advisory Group's VZ Position: Q1 2026 in Review

Wallace Advisory Group increased its Verizon (VZ) stake by 3.1% in Q1 2026, buying an estimated $26.8K and bringing the position to 18,974 shares worth $952K. The position accounts for 1.02% of the portfolio, ranked #19.

Wallace Advisory Group first reported a position in VZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.42M in Q2 2025. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Wallace Advisory Group held 18,974 shares of Verizon worth $952K as of Q1 2026.
Wallace Advisory Group bought 578 Verizon shares in Q1 2026, an estimated $26.8K.
Verizon made up 1.02% of Wallace Advisory Group's portfolio in Q1 2026, its #19 holding.
Wallace Advisory Group first reported a position in Verizon in Q4 2022 and has held it in 14 quarters since.
Wallace Advisory Group's Verizon position peaked at $1.42M in Q2 2025.
3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.