Xcel Wealth Management’s Verizon VZ Stock Holding History

Xcel 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	$1.19M	Sell	28,197 -35,220	-56%	-$1.65M	0.28%	67
2026 Q1	$3.18M	Sell	63,417 -23,649	-27%	-$1.1M	0.88%	29
2025 Q4	$3.55M	Buy	87,066 +491	+0.6%	+$19.9K	0.9%	26
2025 Q3	$3.8M	Sell	86,575 -6,472	-7%	-$280K	0.99%	28
2025 Q2	$4.03M	Sell	93,047 -37,083	-28%	-$1.61M	1.15%	26
2025 Q1	$5.9M	Sell	130,130 -37,511	-22%	-$1.56M	1.84%	12
2024 Q4	$6.7M	Sell	167,641 -10,867	-6%	-$458K	1.86%	12
2024 Q3	$8.02M	Buy	178,508 +127	+0.1%	+$5.3K	2.35%	10
2024 Q2	$7.36M	Sell	178,381 -3,306	-2%	-$133K	2.3%	12
2024 Q1	$7.62M	Buy	181,687 +3,123	+2%	+$126K	2.38%	11
2023 Q4	$6.73M	Buy	178,564 +33,295	+23%	+$1.18M	2.36%	11
2023 Q3	$4.71M	Sell	145,269 -24,545	-14%	-$829K	1.86%	16
2023 Q2	$6.32M	Sell	169,814 -1,124	-0.7%	-$41.6K	2%	14
2023 Q1	$6.65M	Sell	170,938 -4,044	-2%	-$159K	2.34%	13
2022 Q4	$6.89M	Sell	174,982 -148,448	-46%	-$5.59M	2.72%	10
2022 Q3	$12.3M	Buy	323,430 +12,500	+4%	+$557K	4.57%	4
2022 Q2	$15.8M	Buy	310,930 +2,626	+0.9%	+$133K	5.75%	2
2022 Q1	$15.7M	Buy	308,304 +45,884	+17%	+$2.43M	4.31%	3
2021 Q4	$13.6M	Sell	262,420 -12,859	-5%	-$671K	3.51%	3
2021 Q3	$14.9M	Buy	275,279 +117,953	+75%	+$6.52M	4.31%	3
2021 Q2	$8.81M	Buy	157,326 +20,399	+15%	+$1.17M	2.66%	9
2021 Q1	$7.96M	Buy	136,927 +40,576	+42%	+$2.29M	2.84%	10
2020 Q4	$5.66M	Sell	96,351 -2,428	-2%	-$144K	2.44%	11
2020 Q3	$5.88M	Sell	98,779 -78	-0.1%	-$4.53K	3.02%	7
2020 Q2	$5.45M	Buy	98,857 +842	+0.9%	+$47.4K	3.38%	8
2020 Q1	$5.27M	Buy	98,015 +29,520	+43%	+$1.69M	4.75%	3
2019 Q4	$4.21M	Buy	68,495 +620	+0.9%	+$37.4K	3.49%	9
2019 Q3	$4.1M	Buy	67,875 +12,426	+22%	+$716K	3.79%	8
2019 Q2	$3.17M	Buy	55,449 +2,021	+4%	+$116K	3.1%	11
2019 Q1	$3.16M	Buy	53,428 +6,527	+14%	+$370K	3.26%	10
2018 Q4	$2.64M	Buy	+46,901	New	+$2.66M	3.22%	11

Other funds holding VZ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Xcel Wealth Management reduced its Verizon (VZ) stake by 56% in Q2 2026, selling an estimated $1.65M and leaving 28,197 shares worth $1.19M. The position accounts for 0.28% of the portfolio, ranked #67.

Xcel Wealth Management first reported a position in VZ in Q4 2018 and has held it in 31 quarters since. The position peaked at $15.8M in Q2 2022. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Xcel Wealth Management held 28,197 shares of Verizon worth $1.19M as of Q2 2026.
Xcel Wealth Management sold 35,220 Verizon shares in Q2 2026, an estimated $1.65M.
Verizon made up 0.28% of Xcel Wealth Management's portfolio in Q2 2026, its #67 holding.
Xcel Wealth Management first reported a position in Verizon in Q4 2018 and has held it in 31 quarters since.
Xcel Wealth Management's Verizon position peaked at $15.8M in Q2 2022.
1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.