EWA
VZ icon

EP Wealth Advisors’s Verizon VZ Stock Holding History

EP Wealth 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 		$7.53M Sell
150,007
-3,811
-2% -$177K 0.04% 253
2025
Q4 		$6.26M Buy
+153,818
New +$6.24M 0.03% 246
2025
Q2 		$8.53M Buy
197,106
+59,075
+43% +$2.56M 0.06% 202
2025
Q1 		$6.26M Sell
138,031
-3,487
-2% -$145K 0.05% 198
2024
Q4 		$5.66M Buy
141,518
+26,366
+23% +$1.11M 0.05% 203
2024
Q3 		$5.17M Buy
115,152
+2,666
+2% +$111K 0.04% 218
2024
Q2 		$4.64M Buy
112,486
+418
+0.4% +$16.8K 0.05% 190
2024
Q1 		$4.7M Buy
112,068
+6,668
+6% +$269K 0.06% 175
2023
Q4 		$3.97M Sell
105,400
-1,456
-1% -$51.5K 0.05% 188
2023
Q3 		$3.46M Buy
106,856
+46,335
+77% +$1.57M 0.05% 184
2023
Q2 		$3.96M Buy
60,521
+41,229
+214% +$1.53M 0.06% 173
2023
Q1 		$2.04M Sell
19,292
-60,908
-76% -$2.4M 0.04% 223
2022
Q4 		$3.16M Sell
80,200
-451
-0.6% -$17K 0.06% 170
2022
Q3 		$3.06M Sell
80,651
-5,582
-6% -$249K 0.07% 151
2022
Q2 		$4.38M Buy
86,233
+12,011
+16% +$608K 0.1% 120
2022
Q1 		$3.78M Sell
74,222
-6,869
-8% -$364K 0.08% 137
2021
Q4 		$4.21M Buy
81,091
+2,418
+3% +$126K 0.1% 119
2021
Q3 		$4.25M Sell
78,673
-14,780
-16% -$818K 0.12% 100
2021
Q2 		$5.24M Sell
93,453
-9,305
-9% -$534K 0.15% 96
2021
Q1 		$5.97M Buy
102,758
+8,669
+9% +$489K 0.19% 82
2020
Q4 		$5.53M Buy
94,089
+2,689
+3% +$160K 0.19% 70
2020
Q3 		$5.44M Sell
91,400
-7,074
-7% -$411K 0.23% 60
2020
Q2 		$5.43M Sell
98,474
-16,250
-14% -$914K 0.23% 69
2020
Q1 		$6.16M Sell
114,724
-794
-0.7% -$45.4K 0.3% 60
2019
Q4 		$7.09M Buy
115,518
+1,663
+1% +$100K 0.29% 63
2019
Q3 		$6.87M Buy
113,855
+2,977
+3% +$171K 0.34% 57
2019
Q2 		$6.33M Buy
+110,878
New +$6.39M 0.4% 45
2019
Q1 		– Sell
-246,559
Closed -$13.9M – 285
2018
Q4 		$13.9M Sell
246,559
-13,678
-5% -$776K 1.07% 26
2018
Q3 		$13.9M Buy
260,237
+43,322
+20% +$2.29M 1.09% 26
2018
Q2 		$10.9M Buy
216,915
+8,920
+4% +$432K 1.03% 31
2018
Q1 		$9.95M Buy
207,995
+13,104
+7% +$659K 0.96% 31
2017
Q4 		$10.3M Buy
194,891
+6,061
+3% +$298K 1.09% 32
2017
Q3 		$9.35M Buy
188,830
+31,556
+20% +$1.48M 1.08% 28
2017
Q2 		$7.02M Buy
157,274
+11,700
+8% +$545K 0.86% 35
2017
Q1 		$7.1M Buy
145,574
+11,007
+8% +$552K 0.98% 35
2016
Q4 		$6.44M Buy
134,567
+6,219
+5% +$311K 0.94% 32
2016
Q3 		$6.67M Sell
128,348
-1,818
-1% -$97.6K 1.04% 31
2016
Q2 		$7.27M Sell
130,166
-14,554
-10% -$755K 1.16% 29
2016
Q1 		$7.83M Sell
144,720
-22,275
-13% -$1.11M 1.2% 30
2015
Q4 		$7.72M Buy
166,995
+4,127
+3% +$187K 1.3% 30
2015
Q3 		$7.09M Buy
162,868
+6,896
+4% +$318K 1.35% 30
2015
Q2 		$7.27M Buy
155,972
+2,777
+2% +$136K 1.36% 33
2015
Q1 		$7.45M Buy
153,195
+6,660
+5% +$321K 1.4% 32
2014
Q4 		$6.86M Buy
146,535
+4,004
+3% +$196K 1.13% 35
2014
Q3 		$7.13M Buy
142,531
+10,719
+8% +$533K 1.15% 31
2014
Q2 		$6.45M Buy
131,812
+6,045
+5% +$293K 1.5% 32
2014
Q1 		$5.98M Buy
125,767
+13,639
+12% +$645K 1.64% 28
2013
Q4 		$5.51M Buy
112,128
+5,475
+5% +$269K 1.43% 32
2013
Q3 		$4.98M Buy
106,653
+4,161
+4% +$203K 1.56% 32
2013
Q2 		$5.16M Buy
+102,492
New +$5.23M 1.86% 26

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

EP Wealth Advisors's VZ Position: Q1 2026 in Review

EP Wealth Advisors reduced its Verizon (VZ) stake by 2.5% in Q1 2026, selling an estimated $177K and leaving 150,007 shares worth $7.53M. The position accounts for 0.04% of the portfolio, ranked #253.

EP Wealth Advisors first reported a position in VZ in Q2 2013 and has held it in 50 quarters since. The position peaked at $13.9M in Q3 2018. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • EP Wealth Advisors held 150,007 shares of Verizon worth $7.53M as of Q1 2026.
  • EP Wealth Advisors sold 3,811 Verizon shares in Q1 2026, an estimated $177K.
  • Verizon made up 0.04% of EP Wealth Advisors's portfolio in Q1 2026, its #253 holding.
  • EP Wealth Advisors first reported a position in Verizon in Q2 2013 and has held it in 50 quarters since.
  • EP Wealth Advisors's Verizon position peaked at $13.9M in Q3 2018.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.