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WMG Financial Advisors’s Verizon VZ Stock Holding History

WMG Financial Advisors’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 		$311K Sell
7,339
-656
-8% -$30.8K 0.12% 77
2026
Q1 		$401K Sell
7,995
-1,171
-13% -$54.3K 0.17% 58
2025
Q4 		$373K Sell
9,166
-7,845
-46% -$318K 0.15% 73
2025
Q3 		$748K Sell
17,011
-320
-2% -$13.9K 0.25% 63
2025
Q2 		$750K Sell
17,331
-2,905
-14% -$126K 0.28% 56
2025
Q1 		$918K Sell
20,236
-1,752
-8% -$72.9K 0.39% 46
2024
Q4 		$879K Buy
21,988
+172
+0.8% +$7.26K 0.38% 46
2024
Q3 		$980K Buy
21,816
+671
+3% +$28K 0.44% 41
2024
Q2 		$872K Sell
21,145
-14,966
-41% -$603K 0.46% 42
2024
Q1 		$1.52M Buy
36,111
+451
+1% +$18.2K 0.87% 21
2023
Q4 		$1.34M Sell
35,660
-11,078
-24% -$392K 0.88% 22
2023
Q3 		$1.51M Buy
46,738
+5,661
+14% +$191K 1.29% 15
2023
Q2 		$1.53M Buy
41,077
+8,586
+26% +$318K 1.12% 17
2023
Q1 		$1.3M Sell
32,491
-2,717
-8% -$107K 1.08% 29
2022
Q4 		$1.39M Buy
35,208
+426
+1% +$16.1K 1.18% 19
2022
Q3 		$1.32M Sell
34,782
-402
-1% -$17.9K 1.19% 19
2022
Q2 		$1.78M Sell
35,184
-1,721
-5% -$87.1K 1.54% 16
2022
Q1 		$1.88M Buy
36,905
+104
+0.3% +$5.51K 1.38% 15
2021
Q4 		$1.91M Buy
+36,801
New +$1.92M 1.49% 12

Other funds holding VZ

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WMG Financial Advisors's VZ Position: Q2 2026 in Review

WMG Financial Advisors reduced its Verizon (VZ) stake by 8.2% in Q2 2026, selling an estimated $30.8K and leaving 7,339 shares worth $311K. The position accounts for 0.12% of the portfolio, ranked #77.

WMG Financial Advisors first reported a position in VZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.91M in Q4 2021. 1,446 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • WMG Financial Advisors held 7,339 shares of Verizon worth $311K as of Q2 2026.
  • WMG Financial Advisors sold 656 Verizon shares in Q2 2026, an estimated $30.8K.
  • Verizon made up 0.12% of WMG Financial Advisors's portfolio in Q2 2026, its #77 holding.
  • WMG Financial Advisors first reported a position in Verizon in Q4 2021 and has held it in 19 quarters since.
  • WMG Financial Advisors's Verizon position peaked at $1.91M in Q4 2021.
  • 1,446 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.