CBIZ Investment Advisory Services’s Verizon VZ Stock Holding History

CBIZ Investment Advisory Services’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	$110K	Sell	2,187 -57	-3%	-$2.64K	﹤0.01%	56
2025 Q4	$91.4K	Sell	2,244 -540	-19%	-$21.9K	﹤0.01%	93
2025 Q3	$122K	Buy	2,784 +102	+4%	+$4.42K	﹤0.01%	69
2025 Q2	$116K	Buy	2,682 +178	+7%	+$7.71K	0.01%	70
2025 Q1	$114K	Buy	2,504 +173	+7%	+$7.2K	0.01%	66
2024 Q4	$93.2K	Buy	2,331 +1,976	+557%	+$83.4K	﹤0.01%	79
2024 Q3	$16K	Sell	355 -3,285	-90%	-$137K	﹤0.01%	225
2024 Q2	$150K	Buy	3,640 +1	+0%	+$40	0.01%	54
2024 Q1	$153K	Buy	+3,639	New	+$147K	0.01%	54
2022 Q3	–	Sell	-4,929	Closed	-$250K	–	39
2022 Q2	$250K	Sell	4,929 -1,547	-24%	-$78.3K	0.02%	31
2022 Q1	$330K	Buy	6,476 +1,047	+19%	+$55.5K	0.03%	17
2021 Q4	$282K	Buy	+5,429	New	+$283K	0.02%	33
2021 Q3	–	Hold	0	–	–	–	35
2021 Q2	–	Hold	0	–	–	–	36
2021 Q1	–	Hold	0	–	–	–	32
2020 Q4	–	Hold	0	–	–	–	26
2020 Q3	–	Hold	0	–	–	–	23
2020 Q2	–	Hold	0	–	–	–	25
2020 Q1	–	Hold	0	–	–	–	26
2019 Q4	–	Hold	0	–	–	–	34

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

CBIZ Investment Advisory Services's VZ Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Verizon (VZ) stake by 2.5% in Q1 2026, selling an estimated $2.64K and leaving 2,187 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #56.

CBIZ Investment Advisory Services first reported a position in VZ in Q4 2021 and has held it in 12 quarters since. The position peaked at $330K in Q1 2022. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

CBIZ Investment Advisory Services held 2,187 shares of Verizon worth $110K as of Q1 2026.
CBIZ Investment Advisory Services sold 57 Verizon shares in Q1 2026, an estimated $2.64K.
Verizon made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #56 holding.
CBIZ Investment Advisory Services first reported a position in Verizon in Q4 2021 and has held it in 12 quarters since.
CBIZ Investment Advisory Services's Verizon position peaked at $330K in Q1 2022.
3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.