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Benedict Financial Advisors’s Verizon VZ Stock Holding History

Benedict Financial 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
Q2 		$7.42M Sell
175,287
-224
-0.1% -$10.5K 1.44% 15
2026
Q1 		$8.81M Buy
175,511
+1,799
+1% +$83.4K 1.83% 14
2025
Q4 		$7.08M Sell
173,712
-1,265
-0.7% -$51.3K 1.49% 19
2025
Q3 		$7.69M Buy
174,977
+3,214
+2% +$139K 1.67% 14
2025
Q2 		$7.43M Buy
171,763
+877
+0.5% +$38K 1.68% 16
2025
Q1 		$7.75M Buy
170,886
+290
+0.2% +$12.1K 1.8% 14
2024
Q4 		$6.82M Buy
170,596
+1,660
+1% +$70K 1.66% 14
2024
Q3 		$7.59M Sell
168,936
-844
-0.5% -$35.2K 1.79% 11
2024
Q2 		$7M Sell
169,780
-528
-0.3% -$21.3K 1.78% 12
2024
Q1 		$7.15M Buy
170,308
+1,941
+1% +$78.3K 1.81% 11
2023
Q4 		$6.35M Buy
168,367
+727
+0.4% +$25.7K 1.73% 13
2023
Q3 		$5.43M Buy
167,640
+3,066
+2% +$104K 1.57% 15
2023
Q2 		$6.12M Buy
164,574
+2,300
+1% +$85.1K 1.68% 13
2023
Q1 		$6.31M Buy
162,274
+6,253
+4% +$247K 1.78% 12
2022
Q4 		$6.15M Buy
156,021
+7,989
+5% +$301K 1.83% 12
2022
Q3 		$5.62M Buy
148,032
+4,265
+3% +$190K 1.8% 12
2022
Q2 		$7.3M Buy
143,767
+5,824
+4% +$295K 2.16% 9
2022
Q1 		$7.03M Buy
137,943
+3,997
+3% +$212K 1.88% 9
2021
Q4 		$6.96M Buy
133,946
+6,531
+5% +$341K 1.82% 10
2021
Q3 		$6.88M Buy
127,415
+4,547
+4% +$252K 1.92% 10
2021
Q2 		$6.88M Buy
122,868
+8,986
+8% +$516K 1.91% 11
2021
Q1 		$6.62M Buy
113,882
+10,844
+11% +$612K 1.91% 10
2020
Q4 		$6.05M Buy
103,038
+7,498
+8% +$445K 2.18% 10
2020
Q3 		$5.68M Buy
95,540
+9,786
+11% +$569K 2.19% 12
2020
Q2 		$4.73M Buy
85,754
+2,254
+3% +$127K 1.95% 12
2020
Q1 		$4.49M Buy
83,500
+4,253
+5% +$243K 2.11% 11
2019
Q4 		$4.87M Buy
79,247
+2,650
+3% +$160K 1.9% 14
2019
Q3 		$4.62M Sell
76,597
-4,468
-6% -$257K 1.9% 14
2019
Q2 		$4.63M Buy
81,065
+2,343
+3% +$135K 1.93% 14
2019
Q1 		$4.66M Buy
78,722
+6,364
+9% +$360K 2.02% 13
2018
Q4 		$4.07M Buy
72,358
+719
+1% +$40.8K 2.01% 12
2018
Q3 		$3.83M Buy
71,639
+1,041
+1% +$55.1K 1.71% 17
2018
Q2 		$3.55M Buy
70,598
+3,279
+5% +$159K 1.76% 17
2018
Q1 		$3.22M Buy
67,319
+6,253
+10% +$314K 1.62% 18
2017
Q4 		$3.23M Buy
61,066
+2,609
+4% +$128K 1.56% 23
2017
Q3 		$2.89M Buy
58,457
+433
+0.7% +$20.4K 1.49% 25
2017
Q2 		$2.57M Buy
58,024
+1,852
+3% +$86.3K 1.34% 31
2017
Q1 		$2.74M Buy
56,172
+1,781
+3% +$89.4K 1.49% 27
2016
Q4 		$2.9M Buy
54,391
+978
+2% +$48.9K 1.68% 23
2016
Q3 		$2.77M Buy
53,413
+4,043
+8% +$217K 1.62% 25
2016
Q2 		$2.78M Buy
49,370
+938
+2% +$48.7K 1.63% 24
2016
Q1 		$2.62M Buy
48,432
+459
+1% +$23K 1.59% 25
2015
Q4 		$2.22M Buy
47,973
+1,584
+3% +$71.9K 1.41% 26
2015
Q3 		$2.02M Buy
46,389
+269
+0.6% +$12.4K 1.4% 28
2015
Q2 		$2.14M Sell
46,120
-407
-0.9% -$19.9K 1.39% 27
2015
Q1 		$2.28M Buy
46,527
+2,197
+5% +$106K 1.47% 27
2014
Q4 		$2.19M Buy
+44,330
New +$2.17M 1.43% 27

Other funds holding VZ

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Benedict Financial Advisors's VZ Position: Q2 2026 in Review

Benedict Financial Advisors reduced its Verizon (VZ) stake by 0.13% in Q2 2026, selling an estimated $10.5K and leaving 175,287 shares worth $7.42M. The position accounts for 1.44% of the portfolio, ranked #15.

Benedict Financial Advisors first reported a position in VZ in Q4 2014 and has held it in 47 quarters since. The position peaked at $8.81M in Q1 2026. 568 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Benedict Financial Advisors held 175,287 shares of Verizon worth $7.42M as of Q2 2026.
  • Benedict Financial Advisors sold 224 Verizon shares in Q2 2026, an estimated $10.5K.
  • Verizon made up 1.44% of Benedict Financial Advisors's portfolio in Q2 2026, its #15 holding.
  • Benedict Financial Advisors first reported a position in Verizon in Q4 2014 and has held it in 47 quarters since.
  • Benedict Financial Advisors's Verizon position peaked at $8.81M in Q1 2026.
  • 568 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.