Client 1st Advisory Group’s Verizon VZ Stock Holding History

Client 1st Advisory Group’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	-6,303	Closed	-$257K	–	152
2025 Q4	$257K	Buy	+6,303	New	+$256K	0.08%	122

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

Client 1st Advisory Group's VZ Position: Q1 2026 in Review

Client 1st Advisory Group sold out of Verizon (VZ) in Q1 2026, closing a stake of 6,303 shares — an estimated $257K sold.

Client 1st Advisory Group first reported a position in VZ in Q4 2025 and held it in 1 quarter. The position peaked at $257K in Q4 2025. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Client 1st Advisory Group reported no remaining Verizon position as of Q1 2026 after selling out during the quarter.
Client 1st Advisory Group sold 6,303 Verizon shares in Q1 2026, an estimated $257K.
Client 1st Advisory Group first reported a position in Verizon in Q4 2025 and held it in 1 quarter.
Client 1st Advisory Group's Verizon position peaked at $257K in Q4 2025.
3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Client 1st Advisory Group's 13F filing for Q1 2026, filed 15 Apr 2026.