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Delta Financial Advisors’s Verizon VZ Stock Holding History

Delta Financial 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 		$662K Sell
13,193
-300
-2% -$13.9K 0.17% 105
2025
Q4 		$550K Buy
13,493
+2,213
+20% +$89.8K 0.14% 111
2025
Q3 		$496K Buy
11,280
+5,795
+106% +$251K 0.14% 110
2025
Q2 		$237K Sell
5,485
-532
-9% -$23K 0.08% 109
2025
Q1 		$273K Sell
6,017
-1,259
-17% -$52.4K 0.1% 102
2024
Q4 		$291K Sell
7,276
-950
-12% -$40.1K 0.11% 100
2024
Q3 		$369K Sell
8,226
-676
-8% -$28.2K 0.13% 97
2024
Q2 		$367K Sell
8,902
-262
-3% -$10.6K 0.14% 97
2024
Q1 		$385K Sell
9,164
-63
-0.7% -$2.54K 0.15% 98
2023
Q4 		$348K Sell
9,227
-5,830
-39% -$206K 0.15% 96
2023
Q3 		$488K Sell
15,057
-235
-2% -$7.94K 0.22% 90
2023
Q2 		$569K Sell
15,292
-567
-4% -$21K 0.25% 87
2023
Q1 		$617K Sell
15,859
-31
-0.2% -$1.22K 0.3% 81
2022
Q4 		$626K Sell
15,890
-7,405
-32% -$279K 0.3% 81
2022
Q3 		$885K Buy
23,295
+795
+4% +$35.4K 0.47% 70
2022
Q2 		$1.14M Sell
22,500
-744
-3% -$37.6K 0.57% 63
2022
Q1 		$1.18M Buy
23,244
+81
+0.3% +$4.29K 0.51% 67
2021
Q4 		$1.2M Sell
23,163
-1,883
-8% -$98.2K 0.49% 66
2021
Q3 		$1.35M Sell
25,046
-69
-0.3% -$3.82K 0.6% 66
2021
Q2 		$1.41M Sell
25,115
-145
-0.6% -$8.32K 0.62% 65
2021
Q1 		$1.47M Sell
25,260
-18
-0.1% -$1.02K 0.69% 56
2020
Q4 		$1.49M Sell
25,278
-3
-0% -$178 0.74% 53
2020
Q3 		$1.5M Sell
25,281
-2,235
-8% -$130K 0.83% 47
2020
Q2 		$1.52M Sell
27,516
-736
-3% -$41.4K 0.89% 44
2020
Q1 		$1.52M Sell
28,252
-3,911
-12% -$224K 1.04% 35
2019
Q4 		$1.98M Sell
32,163
-651
-2% -$39.3K 0.77% 54
2019
Q3 		$1.98M Buy
32,814
+110
+0.3% +$6.33K 0.8% 53
2019
Q2 		$1.87M Buy
+32,704
New +$1.88M 0.77% 53

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

Delta Financial Advisors's VZ Position: Q1 2026 in Review

Delta Financial Advisors reduced its Verizon (VZ) stake by 2.2% in Q1 2026, selling an estimated $13.9K and leaving 13,193 shares worth $662K. The position accounts for 0.17% of the portfolio, ranked #105.

Delta Financial Advisors first reported a position in VZ in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.98M in Q3 2019. 3,261 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Delta Financial Advisors held 13,193 shares of Verizon worth $662K as of Q1 2026.
  • Delta Financial Advisors sold 300 Verizon shares in Q1 2026, an estimated $13.9K.
  • Verizon made up 0.17% of Delta Financial Advisors's portfolio in Q1 2026, its #105 holding.
  • Delta Financial Advisors first reported a position in Verizon in Q2 2019 and has held it in 28 quarters since.
  • Delta Financial Advisors's Verizon position peaked at $1.98M in Q3 2019.
  • 3,261 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Delta Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.