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Capital Advisors Inc’s Verizon VZ Stock Holding History

Capital Advisors Inc’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 		$101M Buy
2,019,000
+498,084
+33% +$23.1M 1.63% 14
2025
Q4 		$61.9M Buy
1,520,916
+215,686
+17% +$8.75M 1% 31
2025
Q3 		$57.4M Buy
1,305,230
+27,707
+2% +$1.2M 0.96% 34
2025
Q2 		$55.3M Buy
1,277,523
+5,261
+0.4% +$228K 0.99% 36
2025
Q1 		$57.7M Buy
1,272,262
+247,531
+24% +$10.3M 1.15% 26
2024
Q4 		$41M Buy
1,024,731
+145,245
+17% +$6.13M 0.82% 47
2024
Q3 		$39.5M Sell
879,486
-91,427
-9% -$3.82M 0.79% 47
2024
Q2 		$40M Buy
970,913
+20,852
+2% +$840K 0.83% 49
2024
Q1 		$39.9M Buy
950,061
+115,790
+14% +$4.67M 0.86% 49
2023
Q4 		$31.5M Buy
834,271
+193,153
+30% +$6.83M 0.7% 58
2023
Q3 		$20.8M Buy
641,118
+17,700
+3% +$598K 0.54% 72
2023
Q2 		$23.2M Sell
623,418
-66,984
-10% -$2.48M 0.59% 70
2023
Q1 		$26.8M Buy
690,402
+29,754
+5% +$1.17M 0.72% 59
2022
Q4 		$26M Buy
660,648
+12,310
+2% +$464K 0.74% 55
2022
Q3 		$23.6M Buy
648,338
+928
+0.1% +$41.3K 0.73% 51
2022
Q2 		$32.9M Buy
647,410
+22,874
+4% +$1.16M 0.99% 36
2022
Q1 		$31.8M Buy
624,536
+26,652
+4% +$1.41M 0.87% 44
2021
Q4 		$31.1M Buy
597,884
+13,877
+2% +$724K 0.83% 48
2021
Q3 		$31.5M Buy
584,007
+17,510
+3% +$969K 0.94% 39
2021
Q2 		$31.7M Buy
566,497
+33,859
+6% +$1.94M 0.95% 38
2021
Q1 		$31M Buy
532,638
+44,247
+9% +$2.5M 1.01% 33
2020
Q4 		$28.7M Buy
488,391
+18,401
+4% +$1.09M 1.02% 32
2020
Q3 		$28M Buy
469,990
+10,273
+2% +$597K 1.13% 23
2020
Q2 		$26.6M Buy
459,717
+13,449
+3% +$757K 1.11% 26
2020
Q1 		$24M Buy
446,268
+60,217
+16% +$3.45M 1.3% 17
2019
Q4 		$23.7M Buy
386,051
+82,030
+27% +$4.95M 1.03% 25
2019
Q3 		$17.4M Hold
304,021
– – 0.86% 25
2019
Q2 		$17.4M Buy
304,021
+231,980
+322% +$13.4M 0.86% 25
2019
Q1 		$4.26M Sell
72,041
-221,670
-75% -$12.6M 0.46% 42
2018
Q4 		$16.5M Buy
293,711
+4,153
+1% +$236K 1.07% 21
2018
Q3 		$15.5M Buy
289,558
+66
+0% +$3.49K 0.92% 29
2018
Q2 		$14.6M Buy
289,492
+20,286
+8% +$982K 0.88% 32
2018
Q1 		$12.9M Sell
269,206
-1,806
-0.7% -$90.8K 0.77% 37
2017
Q4 		$14.3M Buy
271,012
+40,412
+18% +$1.99M 0.84% 30
2017
Q3 		$11.4M Sell
230,600
-3,106
-1% -$146K 0.7% 48
2017
Q2 		$10.4M Buy
233,706
+3,129
+1% +$146K 0.65% 58
2017
Q1 		$11.2M Buy
230,577
+9,523
+4% +$478K 0.74% 50
2016
Q4 		$11.8M Buy
221,054
+7,714
+4% +$386K 0.82% 36
2016
Q3 		$11.1M Sell
213,340
-6,154
-3% -$330K 1.66% 20
2016
Q2 		$12.3M Sell
219,494
-2,702
-1% -$140K 1.9% 9
2016
Q1 		$12M Sell
222,196
-427
-0.2% -$21.4K 1.97% 8
2015
Q4 		$10.3M Sell
222,623
-111
-0% -$5.04K 1.8% 13
2015
Q3 		$9.69M Buy
222,734
+6,657
+3% +$307K 1.75% 11
2015
Q2 		$10.1M Buy
216,077
+6,713
+3% +$329K 1.73% 15
2015
Q1 		$10.2M Buy
209,364
+14,753
+8% +$712K 1.25% 18
2014
Q4 		$9.1M Buy
194,611
+31,190
+19% +$1.53M 1.69% 19
2014
Q3 		$8.17M Buy
163,421
+9,580
+6% +$476K 1.67% 17
2014
Q2 		$7.53M Buy
153,841
+13,511
+10% +$655K 1.46% 26
2014
Q1 		$6.68M Buy
140,330
+129,565
+1,204% +$6.13M 1.45% 30
2013
Q4 		$529K Sell
10,765
-550
-5% -$27K 0.12% 78
2013
Q3 		$528K Sell
11,315
-61
-0.5% -$2.98K 0.13% 74
2013
Q2 		$573K Buy
+11,376
New +$581K 0.15% 69

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

Capital Advisors Inc's VZ Position: Q1 2026 in Review

Capital Advisors Inc increased its Verizon (VZ) stake by 33% in Q1 2026, buying an estimated $23.1M and bringing the position to 2,019,000 shares worth $101M. The position accounts for 1.63% of the portfolio, ranked #14.

Capital Advisors Inc first reported a position in VZ in Q2 2013 and has held it in 52 quarters since. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Capital Advisors Inc held 2,019,000 shares of Verizon worth $101M as of Q1 2026.
  • Capital Advisors Inc bought 498,084 Verizon shares in Q1 2026, an estimated $23.1M.
  • Verizon made up 1.63% of Capital Advisors Inc's portfolio in Q1 2026, its #14 holding.
  • Capital Advisors Inc first reported a position in Verizon in Q2 2013 and has held it in 52 quarters since.
  • 3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Capital Advisors Inc's 13F filing for Q1 2026, filed 27 Apr 2026.