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Cahaba Wealth Management’s Verizon VZ Stock Holding History

Cahaba Wealth Management’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 		– Sell
-5,384
Closed -$219K – 164
2025
Q4 		$219K Sell
5,384
-1
-0% -$41 0.02% 142
2025
Q3 		$237K Buy
5,385
+362
+7% +$15.7K 0.02% 139
2025
Q2 		$217K Sell
5,023
-238
-5% -$10.3K 0.02% 150
2025
Q1 		$239K Buy
+5,261
New +$219K 0.02% 131
2023
Q1 		– Sell
-5,145
Closed -$203K – 151
2022
Q4 		$203K Sell
5,145
-855
-14% -$32.2K 0.03% 139
2022
Q3 		$227K Sell
6,000
-383
-6% -$17.1K 0.03% 118
2022
Q2 		$323K Sell
6,383
-458
-7% -$23.2K 0.05% 101
2022
Q1 		$316K Buy
6,841
+259
+4% +$13.7K 0.04% 108
2021
Q4 		$342K Buy
6,582
+810
+14% +$42.3K 0.05% 111
2021
Q3 		$311K Buy
+5,772
New +$319K 0.05% 107
2021
Q2 		– Sell
-3,693
Closed -$214K – 94
2021
Q1 		$214K Buy
+3,693
New +$208K 0.03% 85
2020
Q1 		– Sell
-3,476
Closed -$213K – 83
2019
Q4 		$213K Buy
3,476
+71
+2% +$4.28K 0.05% 69
2019
Q3 		$205K Buy
+3,405
New +$196K 0.05% 71
2019
Q1 		– Sell
-3,991
Closed -$224K – 75
2018
Q4 		$224K Buy
+3,991
New +$226K 0.07% 67

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

Cahaba Wealth Management's VZ Position: Q1 2026 in Review

Cahaba Wealth Management sold out of Verizon (VZ) in Q1 2026, closing a stake of 5,384 shares — an estimated $219K sold.

Cahaba Wealth Management first reported a position in VZ in Q4 2018 and held it in 14 quarters. The position peaked at $342K in Q4 2021. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Cahaba Wealth Management reported no remaining Verizon position as of Q1 2026 after selling out during the quarter.
  • Cahaba Wealth Management sold 5,384 Verizon shares in Q1 2026, an estimated $219K.
  • Cahaba Wealth Management first reported a position in Verizon in Q4 2018 and held it in 14 quarters.
  • Cahaba Wealth Management's Verizon position peaked at $342K in Q4 2021.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Cahaba Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.