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Chapin Davis’s Verizon VZ Stock Holding History

Chapin Davis’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
Q3 		$2M Sell
43,672
-225
-0.5% -$10.6K 0.39% 54
2026
Q2 		$1.86M Buy
43,897
+271
+0.6% +$12.7K 0.33% 60
2026
Q1 		$2.19M Buy
43,626
+4,199
+11% +$195K 0.49% 48
2025
Q4 		$1.61M Sell
39,427
-4,360
-10% -$177K 0.38% 59
2025
Q3 		$1.92M Buy
43,787
+1,315
+3% +$56.9K 0.47% 47
2025
Q2 		$1.84M Sell
42,472
-1,260
-3% -$54.6K 0.51% 44
2025
Q1 		$1.98M Buy
43,732
+11,469
+36% +$477K 0.68% 33
2024
Q4 		$1.45M Hold
32,263
– – 0.47% 48
2024
Q3 		$1.45M Buy
32,263
+336
+1% +$14K 0.47% 49
2024
Q2 		$1.32M Sell
31,927
-310
-1% -$12.5K 0.45% 51
2024
Q1 		$1.35M Buy
32,237
+872
+3% +$35.2K 0.49% 47
2023
Q4 		$1.18M Buy
31,365
+2,442
+8% +$86.4K 0.5% 47
2023
Q3 		$937K Buy
28,923
+4,633
+19% +$157K 0.45% 60
2023
Q2 		$903K Sell
24,290
-904
-4% -$33.5K 0.43% 60
2023
Q1 		$980K Buy
25,194
+2,338
+10% +$92.2K 0.51% 51
2022
Q4 		$901K Buy
+22,856
New +$861K 0.52% 52

Other funds holding VZ

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Chapin Davis's VZ Position: Q3 2026 in Review

Chapin Davis reduced its Verizon (VZ) stake by 0.51% in Q3 2026, selling an estimated $10.6K and leaving 43,672 shares worth $2M. The position accounts for 0.39% of the portfolio, ranked #54.

Chapin Davis first reported a position in VZ in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.19M in Q1 2026. 167 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Chapin Davis held 43,672 shares of Verizon worth $2M as of Q3 2026.
  • Chapin Davis sold 225 Verizon shares in Q3 2026, an estimated $10.6K.
  • Verizon made up 0.39% of Chapin Davis's portfolio in Q3 2026, its #54 holding.
  • Chapin Davis first reported a position in Verizon in Q4 2022 and has held it in 16 quarters since.
  • Chapin Davis's Verizon position peaked at $2.19M in Q1 2026.
  • 167 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.