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Annis Gardner Whiting Capital Advisors’s Verizon VZ Stock Holding History

Annis Gardner Whiting Capital 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
Q1 		$926K Sell
18,450
-82
-0.4% -$3.8K 0.15% 119
2025
Q4 		$755K Buy
18,532
+6,340
+52% +$257K 0.14% 129
2025
Q3 		$536K Buy
12,192
+1,279
+12% +$55.4K 0.11% 157
2025
Q2 		$472K Buy
10,913
+678
+7% +$29.4K 0.16% 125
2025
Q1 		$464K Buy
10,235
+119
+1% +$4.95K 0.2% 108
2024
Q4 		$405K Buy
10,116
+804
+9% +$33.9K 0.11% 148
2024
Q3 		$418K Sell
9,312
-712
-7% -$29.7K 0.12% 144
2024
Q2 		$413K Buy
10,024
+1,377
+16% +$55.5K 0.12% 148
2024
Q1 		$363K Buy
8,647
+1,107
+15% +$44.7K 0.13% 127
2023
Q4 		$284K Buy
7,540
+2,077
+38% +$73.5K 0.13% 125
2023
Q3 		$177K Buy
+5,463
New +$185K 0.09% 148

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's VZ Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its Verizon (VZ) stake by 0.44% in Q1 2026, selling an estimated $3.8K and leaving 18,450 shares worth $926K. The position accounts for 0.15% of the portfolio, ranked #119.

Annis Gardner Whiting Capital Advisors first reported a position in VZ in Q3 2023 and has held it in 11 quarters since. 3,263 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 18,450 shares of Verizon worth $926K as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors sold 82 Verizon shares in Q1 2026, an estimated $3.8K.
  • Verizon made up 0.15% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #119 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Verizon in Q3 2023 and has held it in 11 quarters since.
  • 3,263 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.