Capital Investment Advisors’s Verizon VZ Stock Holding History

Capital Investment 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	$36.8M	Buy	733,691 +12,011	+2%	+$557K	0.54%	54
2025 Q4	$29.4M	Buy	721,680 +6,164	+0.9%	+$250K	0.45%	60
2025 Q3	$31.4M	Buy	715,516 +34,328	+5%	+$1.49M	0.52%	55
2025 Q2	$29.5M	Buy	681,188 +28,539	+4%	+$1.24M	0.53%	55
2025 Q1	$29.6M	Buy	652,649 +20,435	+3%	+$851K	0.58%	48
2024 Q4	$25.3M	Buy	632,214 +5,958	+1%	+$251K	0.52%	53
2024 Q3	$28.1M	Buy	626,256 +4,275	+0.7%	+$178K	0.58%	52
2024 Q2	$25.7M	Buy	621,981 +5,277	+0.9%	+$213K	0.58%	52
2024 Q1	$25.9M	Buy	616,704 +16,593	+3%	+$669K	0.6%	50
2023 Q4	$22.6M	Sell	600,111 -30,831	-5%	-$1.09M	0.57%	52
2023 Q3	$20.4M	Buy	630,942 +16,015	+3%	+$541K	0.57%	49
2023 Q2	$22.9M	Buy	614,927 +42,255	+7%	+$1.56M	0.7%	39
2023 Q1	$22.3M	Buy	572,672 +49,253	+9%	+$1.94M	0.66%	43
2022 Q4	$20.6M	Buy	523,419 +39,903	+8%	+$1.5M	0.62%	43
2022 Q3	$18.4M	Buy	483,516 +16,664	+4%	+$742K	0.63%	41
2022 Q2	$23.7M	Buy	466,852 +20,869	+5%	+$1.06M	0.79%	35
2022 Q1	$22.7M	Buy	445,983 +16,863	+4%	+$893K	0.69%	40
2021 Q4	$22.3M	Buy	429,120 +7,234	+2%	+$377K	0.68%	37
2021 Q3	$22.8M	Buy	421,886 +21,545	+5%	+$1.19M	0.77%	35
2021 Q2	$22.4M	Buy	400,341 +18,944	+5%	+$1.09M	0.77%	34
2021 Q1	$22.2M	Buy	381,397 +34,886	+10%	+$1.97M	0.84%	32
2020 Q4	$20.4M	Buy	346,511 +15,799	+5%	+$938K	0.85%	32
2020 Q3	$19.7M	Buy	330,712 +16,334	+5%	+$949K	0.94%	31
2020 Q2	$17.3M	Buy	314,378 +20,738	+7%	+$1.17M	0.9%	30
2020 Q1	$15.8M	Buy	293,640 +5,087	+2%	+$291K	1.01%	27
2019 Q4	$17.7M	Sell	288,553 -117	-0%	-$7.06K	0.86%	31
2019 Q3	$17.4M	Sell	288,670 -1,836	-0.6%	-$106K	0.91%	28
2019 Q2	$16.6M	Buy	290,506 +15,265	+6%	+$880K	0.91%	28
2019 Q1	$16.3M	Sell	275,241 -7,083	-3%	-$401K	0.95%	27
2018 Q4	$15.9M	Buy	282,324 +3,443	+1%	+$195K	1.06%	23
2018 Q3	$14.9M	Buy	278,881 +2,684	+1%	+$142K	0.88%	29
2018 Q2	$13.9M	Buy	276,197 +15,325	+6%	+$742K	0.87%	31
2018 Q1	$12.5M	Buy	260,872 +26,075	+11%	+$1.31M	0.81%	31
2017 Q4	$12.4M	Buy	234,797 +13,580	+6%	+$668K	0.81%	30
2017 Q3	$10.9M	Buy	221,217 +17,385	+9%	+$818K	0.75%	31
2017 Q2	$9.1M	Buy	203,832 +24,870	+14%	+$1.16M	0.65%	36
2017 Q1	$8.72M	Buy	178,962 +20,251	+13%	+$1.02M	0.66%	35
2016 Q4	$8.47M	Sell	158,711 -1,527	-1%	-$76.3K	0.71%	31
2016 Q3	$8.33M	Buy	160,238 +3,516	+2%	+$189K	0.73%	33
2016 Q2	$8.75M	Buy	156,722 +1,643	+1%	+$85.2K	0.82%	32
2016 Q1	$8.39M	Buy	155,079 +3,039	+2%	+$152K	0.83%	33
2015 Q4	$7.03M	Buy	152,040 +398	+0.3%	+$18.1K	0.72%	33
2015 Q3	$6.6M	Buy	151,642 +4,361	+3%	+$201K	0.74%	33
2015 Q2	$6.87M	Buy	147,281 +41	+0%	+$2.01K	0.74%	29
2015 Q1	$7.16M	Buy	147,240 +10,774	+8%	+$520K	0.76%	30
2014 Q4	$6.38M	Buy	136,466 +8,426	+7%	+$412K	0.71%	35
2014 Q3	$6.4M	Buy	128,040 +10,540	+9%	+$524K	0.73%	36
2014 Q2	$5.75M	Buy	117,500 +6,116	+5%	+$296K	0.66%	39
2014 Q1	$5.3M	Buy	111,384 +11,449	+11%	+$541K	0.67%	37
2013 Q4	$4.91M	Buy	+99,935	New	+$4.91M	0.65%	42

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

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

Capital Investment Advisors increased its Verizon (VZ) stake by 1.7% in Q1 2026, buying an estimated $557K and bringing the position to 733,691 shares worth $36.8M. The position accounts for 0.54% of the portfolio, ranked #54.

Capital Investment Advisors first reported a position in VZ in Q4 2013 and has held it in 50 quarters since. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Capital Investment Advisors held 733,691 shares of Verizon worth $36.8M as of Q1 2026.
Capital Investment Advisors bought 12,011 Verizon shares in Q1 2026, an estimated $557K.
Verizon made up 0.54% of Capital Investment Advisors's portfolio in Q1 2026, its #54 holding.
Capital Investment Advisors first reported a position in Verizon in Q4 2013 and has held it in 50 quarters since.
3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.