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Disciplined Investments’s Verizon VZ Stock Holding History

Disciplined Investments’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 		$350K Buy
+6,976
New +$323K 0.13% 104
2023
Q3 		– Sell
-5,003
Closed -$186K – 1526
2023
Q2 		$186K Buy
5,003
+2,889
+137% +$107K 0.1% 116
2023
Q1 		$82.2K Sell
2,114
-163
-7% -$6.43K 0.03% 189
2022
Q4 		$89.7K Sell
2,277
-312
-12% -$11.8K 0.04% 151
2022
Q3 		$98K Sell
2,589
-191
-7% -$8.51K 0.05% 160
2022
Q2 		$141K Buy
2,780
+66
+2% +$3.34K 0.06% 139
2022
Q1 		$138K Buy
2,714
+478
+21% +$25.3K 0.06% 146
2021
Q4 		$116K Sell
2,236
-141
-6% -$7.36K 0.05% 145
2021
Q3 		$128K Sell
2,377
-37
-2% -$2.05K 0.06% 132
2021
Q2 		$135K Buy
2,414
+1,275
+112% +$73.2K 0.07% 127
2021
Q1 		$66K Sell
1,139
-288
-20% -$16.3K 0.04% 161
2020
Q4 		$84K Sell
1,427
-230
-14% -$13.7K 0.06% 124
2020
Q3 		$99K Buy
1,657
+827
+100% +$48K 0.07% 123
2020
Q2 		$46K Sell
830
-277
-25% -$15.6K 0.04% 170
2020
Q1 		$59K Buy
1,107
+277
+33% +$15.8K 0.06% 141
2019
Q4 		$51K Buy
+830
New +$50.1K 0.04% 165

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

Disciplined Investments's VZ Position: Q1 2026 in Review

Disciplined Investments opened a new position in Verizon (VZ) in Q1 2026: 6,976 shares worth $350K. The stake represents 0.13% of the portfolio and ranks #104 among its holdings. This is a return to the name: Disciplined Investments previously reported a position in VZ as recently as Q2 2023.

Disciplined Investments first reported a position in VZ in Q4 2019 and has held it in 16 quarters since. 3,259 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Disciplined Investments held 6,976 shares of Verizon worth $350K as of Q1 2026.
  • Verizon was a new Disciplined Investments position in Q1 2026.
  • Verizon made up 0.13% of Disciplined Investments's portfolio in Q1 2026, its #104 holding.
  • Disciplined Investments first reported a position in Verizon in Q4 2019 and has held it in 16 quarters since.
  • 3,259 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Disciplined Investments's 13F filing for Q1 2026, filed 12 May 2026.