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Beverly Hills Private Wealth’s Verizon VZ Stock Holding History

Beverly Hills Private Wealth’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 		$9.55M Buy
190,306
+32,820
+21% +$1.52M 1.59% 11
2025
Q4 		$6.41M Sell
157,486
-8,494
-5% -$345K 1.1% 19
2025
Q3 		$7.29M Buy
165,980
+18,160
+12% +$786K 1.29% 14
2025
Q2 		$6.4M Buy
147,820
+13,169
+10% +$570K 1.2% 15
2025
Q1 		$6.11M Buy
134,651
+25,729
+24% +$1.07M 1.21% 13
2024
Q4 		$4.36M Sell
108,922
-4,286
-4% -$181K 0.88% 22
2024
Q3 		$5.08M Sell
113,208
-4,983
-4% -$208K 1.03% 18
2024
Q2 		$4.87M Buy
118,191
+24,602
+26% +$992K 1.06% 16
2024
Q1 		$3.93M Buy
93,589
+29,799
+47% +$1.2M 0.91% 23
2023
Q4 		$2.4M Sell
63,790
-14,391
-18% -$509K 0.63% 43
2023
Q3 		$2.53M Sell
78,181
-57,463
-42% -$1.94M 0.75% 32
2023
Q2 		$4.42M Buy
135,644
+62,282
+85% +$2.31M 0.73% 37
2023
Q1 		$2.85M Buy
73,362
+15,929
+28% +$628K 0.88% 29
2022
Q4 		$2.26M Buy
+57,433
New +$2.16M 0.99% 27

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

Beverly Hills Private Wealth's VZ Position: Q1 2026 in Review

Beverly Hills Private Wealth increased its Verizon (VZ) stake by 21% in Q1 2026, buying an estimated $1.52M and bringing the position to 190,306 shares worth $9.55M. The position accounts for 1.59% of the portfolio, ranked #11.

Beverly Hills Private Wealth first reported a position in VZ in Q4 2022 and has held it in 14 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Beverly Hills Private Wealth held 190,306 shares of Verizon worth $9.55M as of Q1 2026.
  • Beverly Hills Private Wealth bought 32,820 Verizon shares in Q1 2026, an estimated $1.52M.
  • Verizon made up 1.59% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #11 holding.
  • Beverly Hills Private Wealth first reported a position in Verizon in Q4 2022 and has held it in 14 quarters since.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.