XF
VZ icon

XML Financial’s Verizon VZ Stock Holding History

XML Financial’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 		$4.8M Sell
113,361
-6,021
-5% -$282K 0.35% 75
2026
Q1 		$5.99M Sell
119,382
-6,293
-5% -$292K 0.48% 58
2025
Q4 		$5.12M Sell
125,675
-36,974
-23% -$1.5M 0.42% 64
2025
Q3 		$7.15M Sell
162,649
-6,756
-4% -$292K 0.58% 48
2025
Q2 		$7.33M Buy
169,405
+6,411
+4% +$278K 0.63% 45
2025
Q1 		$7.39M Sell
162,994
-2,148
-1% -$89.4K 0.69% 41
2024
Q4 		$6.6M Sell
165,142
-1,073
-0.6% -$45.3K 0.6% 48
2024
Q3 		$7.46M Sell
166,215
-12,268
-7% -$512K 0.69% 40
2024
Q2 		$7.36M Sell
178,483
-11,028
-6% -$444K 0.74% 35
2024
Q1 		$7.95M Sell
189,511
-21,492
-10% -$867K 0.81% 31
2023
Q4 		$7.95M Buy
211,003
+2,582
+1% +$91.4K 0.84% 31
2023
Q3 		$6.75M Sell
208,421
-1,500
-0.7% -$50.7K 0.81% 36
2023
Q2 		$7.81M Buy
209,921
+1,716
+0.8% +$63.5K 0.9% 32
2023
Q1 		$8.1M Buy
208,205
+3,564
+2% +$141K 0.99% 29
2022
Q4 		$8.06M Sell
204,641
-23,817
-10% -$897K 1.01% 29
2022
Q3 		$8.68M Buy
228,458
+201,322
+742% +$8.97M 1.2% 18
2022
Q2 		$1.38M Sell
27,136
-187,413
-87% -$9.48M 0.31% 65
2022
Q1 		$10.9M Buy
214,549
+10,274
+5% +$544K 1.3% 14
2021
Q4 		$10.6M Buy
204,275
+20,264
+11% +$1.06M 1.28% 15
2021
Q3 		$9.94M Buy
184,011
+153,354
+500% +$8.48M 1.33% 14
2021
Q2 		$1.72M Buy
30,657
+117
+0.4% +$6.71K 0.38% 59
2021
Q1 		$1.78M Buy
30,540
+269
+0.9% +$15.2K 0.43% 55
2020
Q4 		$1.78M Buy
30,271
+1,639
+6% +$97.3K 0.46% 54
2020
Q3 		$1.7M Buy
28,632
+6,813
+31% +$396K 0.53% 47
2020
Q2 		$1.2M Sell
21,819
-1,343
-6% -$75.5K 0.42% 58
2020
Q1 		$1.24M Sell
23,162
-368
-2% -$21.1K 0.54% 48
2019
Q4 		$1.45M Buy
+23,530
New +$1.42M 0.53% 48

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

XML Financial's VZ Position: Q2 2026 in Review

XML Financial reduced its Verizon (VZ) stake by 5% in Q2 2026, selling an estimated $282K and leaving 113,361 shares worth $4.8M. The position accounts for 0.35% of the portfolio, ranked #75.

XML Financial first reported a position in VZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.9M in Q1 2022. 3,140 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • XML Financial held 113,361 shares of Verizon worth $4.8M as of Q2 2026.
  • XML Financial sold 6,021 Verizon shares in Q2 2026, an estimated $282K.
  • Verizon made up 0.35% of XML Financial's portfolio in Q2 2026, its #75 holding.
  • XML Financial first reported a position in Verizon in Q4 2019 and has held it in 27 quarters since.
  • XML Financial's Verizon position peaked at $10.9M in Q1 2022.
  • 3,140 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.