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Wealth Dimensions Group’s Verizon VZ Stock Holding History

Wealth Dimensions 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 		$687K Sell
13,692
-1,203
-8% -$55.8K 0.14% 81
2025
Q4 		$607K Buy
14,895
+152
+1% +$6.17K 0.12% 90
2025
Q3 		$648K Buy
14,743
+147
+1% +$6.36K 0.13% 88
2025
Q2 		$632K Buy
14,596
+226
+2% +$9.79K 0.14% 90
2025
Q1 		$652K Buy
14,370
+1,823
+15% +$75.9K 0.16% 79
2024
Q4 		$502K Sell
12,547
-158
-1% -$6.67K 0.12% 91
2024
Q3 		$571K Buy
12,705
+149
+1% +$6.22K 0.14% 77
2024
Q2 		$518K Buy
12,556
+49
+0.4% +$1.98K 0.15% 79
2024
Q1 		$525K Buy
12,507
+44
+0.4% +$1.77K 0.16% 78
2023
Q4 		$470K Sell
12,463
-161
-1% -$5.7K 0.15% 79
2023
Q3 		$409K Sell
12,624
-299
-2% -$10.1K 0.15% 84
2023
Q2 		$481K Buy
12,923
+986
+8% +$36.5K 0.18% 80
2023
Q1 		$464K Buy
11,937
+155
+1% +$6.11K 0.18% 76
2022
Q4 		$464K Buy
11,782
+114
+1% +$4.29K 0.19% 77
2022
Q3 		$443K Sell
11,668
-97
-0.8% -$4.32K 0.22% 65
2022
Q2 		$597K Hold
11,765
– – 0.28% 51
2022
Q1 		$599K Buy
11,765
+69
+0.6% +$3.65K 0.28% 59
2021
Q4 		$608K Sell
11,696
-83
-0.7% -$4.33K 0.3% 59
2021
Q3 		$636K Buy
11,779
+629
+6% +$34.8K 0.41% 47
2021
Q2 		$625K Buy
11,150
+150
+1% +$8.61K 0.42% 48
2021
Q1 		$640K Buy
11,000
+55
+0.5% +$3.1K 0.5% 39
2020
Q4 		$643K Buy
+10,945
New +$650K 0.56% 33

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

Wealth Dimensions Group's VZ Position: Q1 2026 in Review

Wealth Dimensions Group reduced its Verizon (VZ) stake by 8.1% in Q1 2026, selling an estimated $55.8K and leaving 13,692 shares worth $687K. The position accounts for 0.14% of the portfolio, ranked #81.

Wealth Dimensions Group first reported a position in VZ in Q4 2020 and has held it in 22 quarters since. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Wealth Dimensions Group held 13,692 shares of Verizon worth $687K as of Q1 2026.
  • Wealth Dimensions Group sold 1,203 Verizon shares in Q1 2026, an estimated $55.8K.
  • Verizon made up 0.14% of Wealth Dimensions Group's portfolio in Q1 2026, its #81 holding.
  • Wealth Dimensions Group first reported a position in Verizon in Q4 2020 and has held it in 22 quarters since.
  • 3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.