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Wealth Management Associates’s Verizon VZ Stock Holding History

Wealth Management Associates’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 		$2.11M Sell
42,106
-571
-1% -$26.5K 0.73% 34
2025
Q4 		$1.74M Sell
42,677
-742
-2% -$30.1K 0.6% 39
2025
Q3 		$1.91M Buy
43,419
+691
+2% +$29.9K 0.68% 37
2025
Q2 		$1.85M Buy
42,728
+460
+1% +$19.9K 0.72% 34
2025
Q1 		$1.92M Sell
42,268
-3,966
-9% -$165K 0.82% 27
2024
Q4 		$1.85M Sell
46,234
-284
-0.6% -$12K 0.79% 31
2024
Q3 		$2.09M Buy
46,518
+50
+0.1% +$2.09K 0.92% 24
2024
Q2 		$1.92M Hold
46,468
– – 0.9% 25
2024
Q1 		$1.92M Buy
46,468
+793
+2% +$32K 0.9% 25
2023
Q4 		$1.72M Sell
45,675
-574
-1% -$20.3K 0.91% 24
2023
Q3 		$1.5M Sell
46,249
-7,410
-14% -$250K 0.88% 25
2023
Q2 		$2M Buy
53,659
+162
+0.3% +$6K 1.13% 19
2023
Q1 		$2.08M Sell
53,497
-516
-1% -$20.3K 1.28% 16
2022
Q4 		$2.13M Sell
54,013
-1,114
-2% -$42K 1.42% 14
2022
Q3 		$2.09M Buy
55,127
+32
+0.1% +$1.43K 1.47% 14
2022
Q2 		$2.8M Sell
55,095
-1,527
-3% -$77.2K 1.91% 12
2022
Q1 		$2.88M Buy
56,622
+683
+1% +$36.2K 1.64% 12
2021
Q4 		$2.91M Buy
55,939
+3,485
+7% +$182K 1.56% 11
2021
Q3 		$2.83M Sell
52,454
-4,575
-8% -$253K 1.66% 12
2021
Q2 		$3.2M Buy
57,029
+1,768
+3% +$101K 1.81% 11
2021
Q1 		$3.21M Sell
55,261
-4,390
-7% -$248K 2.04% 11
2020
Q4 		$3.5M Sell
59,651
-115
-0.2% -$6.83K 2.3% 9
2020
Q3 		$3.56M Buy
59,766
+7,880
+15% +$458K 2.75% 9
2020
Q2 		$2.86M Buy
51,886
+6,425
+14% +$361K 2.41% 10
2020
Q1 		$2.44M Sell
45,461
-7,525
-14% -$431K 2.47% 11
2019
Q4 		$3.25M Buy
52,986
+7,406
+16% +$447K 2.33% 10
2019
Q3 		$2.75M Buy
45,580
+6,616
+17% +$381K 2.21% 11
2019
Q2 		$2.23M Buy
38,964
+2,708
+7% +$156K 2.22% 14
2019
Q1 		$2.14M Buy
36,256
+8,056
+29% +$456K 2.34% 13
2018
Q4 		$1.59M Buy
+28,200
New +$1.6M 2.13% 14

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 Management Associates's VZ Position: Q1 2026 in Review

Wealth Management Associates reduced its Verizon (VZ) stake by 1.3% in Q1 2026, selling an estimated $26.5K and leaving 42,106 shares worth $2.11M. The position accounts for 0.73% of the portfolio, ranked #34.

Wealth Management Associates first reported a position in VZ in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.56M in Q3 2020. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Wealth Management Associates held 42,106 shares of Verizon worth $2.11M as of Q1 2026.
  • Wealth Management Associates sold 571 Verizon shares in Q1 2026, an estimated $26.5K.
  • Verizon made up 0.73% of Wealth Management Associates's portfolio in Q1 2026, its #34 holding.
  • Wealth Management Associates first reported a position in Verizon in Q4 2018 and has held it in 30 quarters since.
  • Wealth Management Associates's Verizon position peaked at $3.56M in Q3 2020.
  • 3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.