West Wealth Group’s Verizon VZ Stock Holding History

West Wealth 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	$206K	Buy	4,867 +470	+11%	+$22K	0.03%	139
2026 Q1	$221K	Buy	+4,397	New	+$204K	0.04%	125
2024 Q3	–	Sell	-4,923	Closed	-$203K	–	91
2024 Q2	$203K	Buy	4,923 +78	+2%	+$3.14K	0.07%	79
2024 Q1	$203K	Buy	+4,845	New	+$195K	0.08%	76
2023 Q3	–	Sell	-5,540	Closed	-$206K	–	84
2023 Q2	$206K	Sell	5,540 -413	-7%	-$15.3K	0.09%	69
2023 Q1	$232K	Buy	5,953 +460	+8%	+$18.1K	0.11%	57
2022 Q4	$216K	Buy	+5,493	New	+$207K	0.11%	68
2022 Q3	–	Sell	-5,393	Closed	-$273K	–	67
2022 Q2	$273K	Buy	5,393 +371	+7%	+$18.8K	0.13%	49
2022 Q1	$255K	Buy	5,022 +972	+24%	+$51.5K	0.1%	52
2021 Q4	$210K	Buy	+4,050	New	+$211K	0.08%	58

Other funds holding VZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

West Wealth Group's VZ Position: Q2 2026 in Review

West Wealth Group increased its Verizon (VZ) stake by 11% in Q2 2026, buying an estimated $22K and bringing the position to 4,867 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #139.

West Wealth Group first reported a position in VZ in Q4 2021 and has held it in 10 quarters since. The position peaked at $273K in Q2 2022. 3,126 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

West Wealth Group held 4,867 shares of Verizon worth $206K as of Q2 2026.
West Wealth Group bought 470 Verizon shares in Q2 2026, an estimated $22K.
Verizon made up 0.03% of West Wealth Group's portfolio in Q2 2026, its #139 holding.
West Wealth Group first reported a position in Verizon in Q4 2021 and has held it in 10 quarters since.
West Wealth Group's Verizon position peaked at $273K in Q2 2022.
3,126 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.