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Whalen Wealth Management’s Verizon VZ Stock Holding History

Whalen Wealth Management’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 		$378K Buy
+7,537
New +$349K 0.2% 130
2025
Q1 		– Sell
-12,422
Closed -$497K – 179
2024
Q4 		$497K Buy
+12,422
New +$524K 0.34% 59
2024
Q3 		– Sell
-11,223
Closed -$463K – 145
2024
Q2 		$463K Buy
+11,223
New +$452K 0.37% 59

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

Whalen Wealth Management's VZ Position: Q1 2026 in Review

Whalen Wealth Management opened a new position in Verizon (VZ) in Q1 2026: 7,537 shares worth $378K. The stake represents 0.2% of the portfolio and ranks #130 among its holdings. This is a return to the name: Whalen Wealth Management previously reported a position in VZ as recently as Q4 2024.

Whalen Wealth Management first reported a position in VZ in Q2 2024 and has held it in 3 quarters since. The position peaked at $497K in Q4 2024. 3,259 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Whalen Wealth Management held 7,537 shares of Verizon worth $378K as of Q1 2026.
  • Verizon was a new Whalen Wealth Management position in Q1 2026.
  • Verizon made up 0.2% of Whalen Wealth Management's portfolio in Q1 2026, its #130 holding.
  • Whalen Wealth Management first reported a position in Verizon in Q2 2024 and has held it in 3 quarters since.
  • Whalen Wealth Management's Verizon position peaked at $497K in Q4 2024.
  • 3,259 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.