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 Q2	–	Sell	-7,537	Closed	-$378K	–	224
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Whalen Wealth Management's VZ Position: Q2 2026 in Review

Whalen Wealth Management sold out of Verizon (VZ) in Q2 2026, closing a stake of 7,537 shares — an estimated $378K sold.

Whalen Wealth Management first reported a position in VZ in Q2 2024 and held it in 3 quarters. The position peaked at $497K in Q4 2024. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Whalen Wealth Management reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
Whalen Wealth Management sold 7,537 Verizon shares in Q2 2026, an estimated $378K.
Whalen Wealth Management first reported a position in Verizon in Q2 2024 and held it in 3 quarters.
Whalen Wealth Management's Verizon position peaked at $497K in Q4 2024.
3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Whalen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.