Xcel Wealth Management’s Verizon VZ Stock Holding History
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
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. 3,162 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.
- 3,162 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.