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Williams Jones Wealth Management’s Verizon VZ Stock Holding History

Williams Jones 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 		$781K Sell
18,441
-890
-5% -$41.8K 0.01% 303
2026
Q1 		$970K Sell
19,331
-2,721
-12% -$126K 0.01% 266
2025
Q4 		$898K Buy
22,052
+2,460
+13% +$99.8K 0.01% 267
2025
Q3 		$861K Hold
19,592
– – 0.01% 274
2025
Q2 		$848K Buy
19,592
+938
+5% +$40.6K 0.01% 275
2025
Q1 		$846K Sell
18,654
-96
-0.5% -$4K 0.01% 259
2024
Q4 		$750K Sell
18,750
-132
-0.7% -$5.57K 0.01% 281
2024
Q3 		$848K Sell
18,882
-787
-4% -$32.8K 0.01% 277
2024
Q2 		$811K Sell
19,669
-14,383
-42% -$580K 0.01% 277
2024
Q1 		$1.43M Buy
34,052
+626
+2% +$25.3K 0.02% 228
2023
Q4 		$1.26M Sell
33,426
-13,641
-29% -$483K 0.02% 236
2023
Q3 		$1.53M Sell
47,067
-8,244
-15% -$279K 0.02% 212
2023
Q2 		$2.06M Sell
55,311
-22,236
-29% -$823K 0.03% 195
2023
Q1 		$3.02M Sell
77,547
-17,965
-19% -$708K 0.05% 165
2022
Q4 		$3.76M Sell
95,512
-18,505
-16% -$697K 0.06% 150
2022
Q3 		$4.33M Sell
114,017
-14,194
-11% -$632K 0.08% 144
2022
Q2 		$6.51M Buy
128,211
+3,076
+2% +$156K 0.11% 129
2022
Q1 		$6.37M Sell
125,135
-1,507
-1% -$79.8K 0.09% 130
2021
Q4 		$6.58M Sell
126,642
-19,994
-14% -$1.04M 0.08% 132
2021
Q3 		$7.92M Buy
146,636
+7,781
+6% +$430K 0.11% 111
2021
Q2 		$7.78M Buy
138,855
+6,393
+5% +$367K 0.11% 113
2021
Q1 		$7.7M Buy
132,462
+2,897
+2% +$163K 0.12% 104
2020
Q4 		$7.61M Buy
129,565
+5,855
+5% +$348K 0.12% 99
2020
Q3 		$7.36M Buy
123,710
+25,290
+26% +$1.47M 0.14% 95
2020
Q2 		$5.43M Buy
98,420
+7,351
+8% +$414K 0.11% 102
2020
Q1 		$4.89M Sell
91,069
-137
-0.2% -$7.84K 0.13% 96
2019
Q4 		$5.6M Buy
91,206
+4,754
+5% +$287K 0.11% 114
2019
Q3 		$5.22M Buy
+86,452
New +$4.98M 0.11% 116

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

Williams Jones Wealth Management's VZ Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its Verizon (VZ) stake by 4.6% in Q2 2026, selling an estimated $41.8K and leaving 18,441 shares worth $781K. The position accounts for 0.01% of the portfolio, ranked #303.

Williams Jones Wealth Management first reported a position in VZ in Q3 2019 and has held it in 28 quarters since. The position peaked at $7.92M in Q3 2021. 3,157 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Williams Jones Wealth Management held 18,441 shares of Verizon worth $781K as of Q2 2026.
  • Williams Jones Wealth Management sold 890 Verizon shares in Q2 2026, an estimated $41.8K.
  • Verizon made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #303 holding.
  • Williams Jones Wealth Management first reported a position in Verizon in Q3 2019 and has held it in 28 quarters since.
  • Williams Jones Wealth Management's Verizon position peaked at $7.92M in Q3 2021.
  • 3,157 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.