Apella Capital
VZ icon

Apella Capital’s Verizon VZ Stock Holding History

Apella Capital’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
Q3 		$2.19M Buy
47,785
+3,257
+7% +$153K 0.03% 273
2026
Q2 		$1.9M Buy
44,528
+1,233
+3% +$57.8K 0.03% 272
2026
Q1 		$2.02M Buy
43,295
+13,917
+47% +$645K 0.03% 256
2025
Q4 		$1.2M Buy
29,378
+2,673
+10% +$108K 0.02% 257
2025
Q3 		$1.08M Buy
26,705
+1,493
+6% +$64.6K 0.02% 247
2025
Q2 		$1.08M Buy
25,212
+7,641
+43% +$331K 0.03% 211
2025
Q1 		$754K Buy
17,571
+5,066
+41% +$211K 0.03% 221
2024
Q4 		$500K Sell
12,505
-1,308
-9% -$55.2K 0.02% 234
2024
Q3 		$622K Sell
13,813
-379
-3% -$15.8K 0.03% 197
2024
Q2 		$586K Buy
14,192
+883
+7% +$35.6K 0.03% 190
2024
Q1 		$544K Buy
13,309
+1,294
+11% +$52.2K 0.03% 186
2023
Q4 		$473K Buy
12,015
+348
+3% +$12.3K 0.03% 188
2023
Q3 		$378K Sell
11,667
-1,255
-10% -$42.4K 0.03% 188
2023
Q2 		$481K Buy
+12,922
New +$478K 0.03% 173
2022
Q4 		$529K Buy
13,418
+2,656
+25% +$100K 0.05% 149
2022
Q3 		$409K Buy
10,762
+549
+5% +$24.4K 0.05% 148
2022
Q2 		$518K Buy
10,213
+2,977
+41% +$151K 0.06% 140
2022
Q1 		$369K Buy
7,236
+1,943
+37% +$103K 0.05% 146
2021
Q4 		$275K Sell
5,293
-132
-2% -$6.89K 0.04% 169
2021
Q3 		$293K Sell
5,425
-980
-15% -$54.2K 0.04% 163
2021
Q2 		$359K Sell
6,405
-122
-2% -$7K 0.06% 162
2021
Q1 		$380K Sell
6,527
-541
-8% -$30.5K 0.12% 94
2020
Q4 		$415K Buy
7,068
+109
+2% +$6.47K 0.15% 87
2020
Q3 		$414K Buy
6,959
+336
+5% +$19.5K 0.17% 87
2020
Q2 		$365K Sell
6,623
-469
-7% -$26.4K 0.17% 89
2020
Q1 		$381K Buy
+7,092
New +$406K 0.22% 76

Other funds holding VZ

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Apella Capital's VZ Position: Q3 2026 in Review

Apella Capital increased its Verizon (VZ) stake by 7.3% in Q3 2026, buying an estimated $153K and bringing the position to 47,785 shares worth $2.19M. The position accounts for 0.03% of the portfolio, ranked #273.

Apella Capital first reported a position in VZ in Q1 2020 and has held it in 26 quarters since. 2,819 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Apella Capital held 47,785 shares of Verizon worth $2.19M as of Q3 2026.
  • Apella Capital bought 3,257 Verizon shares in Q3 2026, an estimated $153K.
  • Verizon made up 0.03% of Apella Capital's portfolio in Q3 2026, its #273 holding.
  • Apella Capital first reported a position in Verizon in Q1 2020 and has held it in 26 quarters since.
  • 2,819 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.