Apriem Advisors’s Verizon VZ Stock Holding History

Apriem 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	$438K	Sell	8,722 -340	-4%	-$15.8K	0.04%	129
2025 Q4	$369K	Sell	9,062 -1,378	-13%	-$55.9K	0.03%	135
2025 Q3	$459K	Buy	10,440 +569	+6%	+$24.6K	0.04%	122
2025 Q2	$427K	Buy	9,871 +406	+4%	+$17.6K	0.05%	123
2025 Q1	$429K	Sell	9,465 -325	-3%	-$13.5K	0.05%	118
2024 Q4	$392K	Buy	9,790 +794	+9%	+$33.5K	0.04%	120
2024 Q3	$404K	Sell	8,996 -388	-4%	-$16.2K	0.05%	114
2024 Q2	$387K	Sell	9,384 -732	-7%	-$29.5K	0.05%	117
2024 Q1	$424K	Sell	10,116 -1,017	-9%	-$41K	0.05%	114
2023 Q4	$420K	Sell	11,133 -57	-0.5%	-$2.02K	0.06%	105
2023 Q3	$363K	Sell	11,190 -2,357	-17%	-$79.6K	0.05%	106
2023 Q2	$504K	Sell	13,547 -4,873	-26%	-$180K	0.08%	93
2023 Q1	$716K	Buy	18,420 +3,449	+23%	+$136K	0.11%	78
2022 Q4	$590K	Sell	14,971 -2,814	-16%	-$106K	0.1%	83
2022 Q3	$675K	Sell	17,785 -1,615	-8%	-$71.9K	0.12%	77
2022 Q2	$985K	Buy	19,400 +1,294	+7%	+$65.5K	0.17%	61
2022 Q1	$922K	Buy	18,106 +729	+4%	+$38.6K	0.14%	71
2021 Q4	$903K	Sell	17,377 -660	-4%	-$34.4K	0.13%	68
2021 Q3	$974K	Buy	18,037 +69	+0.4%	+$3.82K	0.14%	65
2021 Q2	$1.01M	Buy	17,968 +311	+2%	+$17.8K	0.15%	65
2021 Q1	$1.03M	Sell	17,657 -3,929	-18%	-$222K	0.16%	60
2020 Q4	$1.27M	Sell	21,586 -326	-1%	-$19.4K	0.23%	43
2020 Q3	$1.3M	Sell	21,912 -726	-3%	-$42.2K	0.24%	44
2020 Q2	$1.25M	Sell	22,638 -1,120	-5%	-$63K	0.26%	46
2020 Q1	$1.28M	Sell	23,758 -4,471	-16%	-$256K	0.31%	45
2019 Q4	$1.73M	Buy	28,229 +818	+3%	+$49.3K	0.33%	39
2019 Q3	$1.66M	Buy	27,411 +56	+0.2%	+$3.23K	0.37%	41
2019 Q2	$1.56M	Sell	27,355 -129	-0.5%	-$7.43K	0.49%	40
2019 Q1	$1.63M	Sell	27,484 -294	-1%	-$16.6K	0.43%	37
2018 Q4	$1.56M	Sell	27,778 -47,719	-63%	-$2.71M	0.55%	34
2018 Q3	$4.03M	Sell	75,497 -683	-0.9%	-$36.2K	0.88%	28
2018 Q2	$3.83M	Sell	76,180 -5,279	-6%	-$256K	0.86%	29
2018 Q1	$3.9M	Sell	81,459 -2,905	-3%	-$146K	0.95%	32
2017 Q4	$4.46M	Sell	84,364 -1,394	-2%	-$68.5K	1.11%	26
2017 Q3	$4.24M	Buy	85,758 +7,843	+10%	+$369K	1.06%	27
2017 Q2	$3.48M	Buy	77,915 +3,881	+5%	+$181K	0.92%	33
2017 Q1	$3.61M	Buy	74,034 +8,133	+12%	+$408K	0.98%	31
2016 Q4	$3.52M	Sell	65,901 -1,401	-2%	-$70K	1.04%	32
2016 Q3	$3.5M	Sell	67,302 -3,649	-5%	-$196K	1.04%	31
2016 Q2	$3.96M	Buy	70,951 +7,033	+11%	+$365K	1.29%	26
2016 Q1	$3.46M	Buy	63,918 +3,770	+6%	+$189K	1.36%	25
2015 Q4	$2.78M	Buy	60,148 +1,900	+3%	+$86.3K	0.99%	32
2015 Q3	$2.53M	Buy	58,248 +725	+1%	+$33.5K	0.94%	32
2015 Q2	$2.68M	Buy	57,523 +2,316	+4%	+$113K	0.92%	35
2015 Q1	$2.69M	Buy	55,207 +2,008	+4%	+$96.9K	0.93%	39
2014 Q4	$2.49M	Buy	53,199 +10,167	+24%	+$497K	0.92%	38
2014 Q3	$2.15M	Buy	43,032 +41,729	+3,203%	+$2.07M	0.82%	43
2014 Q2	$64K	Sell	1,303 -38,029	-97%	-$1.84M	0.02%	179
2014 Q1	$1.87M	Buy	39,332 +2,132	+6%	+$101K	0.71%	45
2013 Q4	$1.83M	Buy	37,200 +11,285	+44%	+$555K	0.72%	45
2013 Q3	$1.21M	Buy	25,915 +2,316	+10%	+$113K	0.53%	51
2013 Q2	$1.19M	Buy	+23,599	New	+$1.2M	0.58%	48

Other funds holding VZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Apriem Advisors's VZ Position: Q1 2026 in Review

Apriem Advisors reduced its Verizon (VZ) stake by 3.8% in Q1 2026, selling an estimated $15.8K and leaving 8,722 shares worth $438K. The position accounts for 0.04% of the portfolio, ranked #129.

Apriem Advisors first reported a position in VZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.46M in Q4 2017. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Apriem Advisors held 8,722 shares of Verizon worth $438K as of Q1 2026.
Apriem Advisors sold 340 Verizon shares in Q1 2026, an estimated $15.8K.
Verizon made up 0.04% of Apriem Advisors's portfolio in Q1 2026, its #129 holding.
Apriem Advisors first reported a position in Verizon in Q2 2013 and has held it in 52 quarters since.
Apriem Advisors's Verizon position peaked at $4.46M in Q4 2017.
3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.