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Wealth Preservation Advisors’s Verizon VZ Stock Holding History

Wealth Preservation Advisors’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 		$32.6K Sell
650
-2,039
-76% -$94.5K 0.03% 239
2025
Q4 		$110K Hold
2,689
– – 0.06% 130
2025
Q3 		$118K Buy
2,689
+511
+23% +$22.1K 0.07% 117
2025
Q2 		$94.2K Sell
2,178
-460
-17% -$19.9K 0.06% 139
2025
Q1 		$120K Buy
+2,638
New +$110K 0.09% 112

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 Preservation Advisors's VZ Position: Q1 2026 in Review

Wealth Preservation Advisors reduced its Verizon (VZ) stake by 76% in Q1 2026, selling an estimated $94.5K and leaving 650 shares worth $32.6K. The position accounts for 0.03% of the portfolio, ranked #239.

Wealth Preservation Advisors first reported a position in VZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $120K in Q1 2025. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Wealth Preservation Advisors held 650 shares of Verizon worth $32.6K as of Q1 2026.
  • Wealth Preservation Advisors sold 2,039 Verizon shares in Q1 2026, an estimated $94.5K.
  • Verizon made up 0.03% of Wealth Preservation Advisors's portfolio in Q1 2026, its #239 holding.
  • Wealth Preservation Advisors first reported a position in Verizon in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's Verizon position peaked at $120K in Q1 2025.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.