WFA of San Diego’s Verizon VZ Stock Holding History

WFA of San Diego’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	$112K	Sell	2,232 -2,617	-54%	-$121K	0.09%	123
2025 Q4	$197K	Sell	4,849 -320	-6%	-$13K	0.14%	96
2025 Q3	$227K	Hold	5,169	–	–	0.16%	93
2025 Q2	$224K	Buy	+5,169	New	+$224K	0.16%	89
2024 Q3	$147K	Sell	3,282 -300	-8%	-$12.5K	0.12%	100
2024 Q2	$148K	Buy	+3,582	New	+$144K	0.13%	99
2023 Q3	$133K	Sell	4,107 -213	-5%	-$7.2K	0.14%	94
2023 Q2	$161K	Sell	4,320 -3,683	-46%	-$136K	0.16%	89
2023 Q1	$311K	Sell	8,003 -1,174	-13%	-$46.3K	0.33%	60
2022 Q4	$362K	Sell	9,177 -292	-3%	-$11K	0.28%	68
2022 Q3	$360K	Buy	9,469 +1,929	+26%	+$85.9K	0.32%	62
2022 Q2	$383K	Sell	7,540 -1,567	-17%	-$79.3K	0.33%	57
2022 Q1	$464K	Sell	9,107 -2,863	-24%	-$152K	0.35%	60
2021 Q4	$622K	Buy	11,970 +2,184	+22%	+$114K	0.36%	62
2021 Q3	$529K	Sell	9,786 -175	-2%	-$9.68K	0.37%	54
2021 Q2	$558K	Sell	9,961 -388	-4%	-$22.3K	0.43%	47
2021 Q1	$602K	Sell	10,349 -2,369	-19%	-$134K	0.5%	42
2020 Q4	$58	Sell	12,718 -55	-0.4%	-$3.27K	0.02%	70
2020 Q3	$759K	Sell	12,773 -22,805	-64%	-$1.33M	0.72%	34
2020 Q2	$2.06M	Buy	+35,578	New	+$2M	0.48%	40

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

WFA of San Diego's VZ Position: Q1 2026 in Review

WFA of San Diego reduced its Verizon (VZ) stake by 54% in Q1 2026, selling an estimated $121K and leaving 2,232 shares worth $112K. The position accounts for 0.09% of the portfolio, ranked #123.

WFA of San Diego first reported a position in VZ in Q2 2020 and has held it in 20 quarters since. The position peaked at $2.06M in Q2 2020. 3,261 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

WFA of San Diego held 2,232 shares of Verizon worth $112K as of Q1 2026.
WFA of San Diego sold 2,617 Verizon shares in Q1 2026, an estimated $121K.
Verizon made up 0.09% of WFA of San Diego's portfolio in Q1 2026, its #123 holding.
WFA of San Diego first reported a position in Verizon in Q2 2020 and has held it in 20 quarters since.
WFA of San Diego's Verizon position peaked at $2.06M in Q2 2020.
3,261 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.