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Wilkerson Advisory Group’s Verizon VZ Stock Holding History

Wilkerson Advisory 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 		$125K Buy
2,942
+343
+13% +$16.1K 0.04% 145
2026
Q1 		$130K Buy
2,599
+1,226
+89% +$56.8K 0.04% 124
2025
Q4 		$55.9K Buy
+1,373
New +$55.7K 0.02% 158

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wilkerson Advisory Group's VZ Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Verizon (VZ) stake by 13% in Q2 2026, buying an estimated $16.1K and bringing the position to 2,942 shares worth $125K. The position accounts for 0.04% of the portfolio, ranked #145.

Wilkerson Advisory Group first reported a position in VZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $130K in Q1 2026. 3,136 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Wilkerson Advisory Group held 2,942 shares of Verizon worth $125K as of Q2 2026.
  • Wilkerson Advisory Group bought 343 Verizon shares in Q2 2026, an estimated $16.1K.
  • Verizon made up 0.04% of Wilkerson Advisory Group's portfolio in Q2 2026, its #145 holding.
  • Wilkerson Advisory Group first reported a position in Verizon in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Verizon position peaked at $130K in Q1 2026.
  • 3,136 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.