Evanson Asset Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $316K | Buy |
6,300
+10
| +0.2% | +$463 | 0.02% | 244 |
|
|
2025
Q4 | $256K | Buy |
6,290
+137
| +2% | +$5.56K | 0.01% | 288 |
|
|
2025
Q3 | $270K | Sell |
6,153
-3,157
| -34% | -$137K | 0.02% | 277 |
|
|
2025
Q2 | $403K | Buy |
9,310
+3,139
| +51% | +$136K | 0.03% | 224 |
|
|
2025
Q1 | $280K | Buy |
6,171
+968
| +19% | +$40.3K | 0.02% | 249 |
|
|
2024
Q4 | $208K | Sell |
5,203
-490
| -9% | -$20.7K | 0.01% | 290 |
|
|
2024
Q3 | $256K | Buy |
5,693
+677
| +13% | +$28.3K | 0.02% | 274 |
|
|
2024
Q2 | $207K | Sell |
5,016
-439
| -8% | -$17.7K | 0.02% | 281 |
|
|
2024
Q1 | $229K | Sell |
5,455
-740
| -12% | -$29.8K | 0.02% | 276 |
|
|
2023
Q4 | $234K | Buy |
+6,195
| New | +$219K | 0.02% | 264 |
|
|
2023
Q2 | – | Sell |
-5,535
| Closed | -$215K | – | 287 |
|
|
2023
Q1 | $215K | Buy |
+5,535
| New | +$218K | 0.02% | 247 |
|
|
2022
Q4 | – | Sell |
-19,128
| Closed | -$726K | – | 275 |
|
|
2022
Q3 | $726K | Buy |
19,128
+7,606
| +66% | +$339K | 0.09% | 110 |
|
|
2022
Q2 | $585K | Buy |
11,522
+51
| +0.4% | +$2.58K | 0.06% | 137 |
|
|
2022
Q1 | $584K | Sell |
11,471
-2,938
| -20% | -$156K | 0.06% | 151 |
|
|
2021
Q4 | $749K | Sell |
14,409
-534
| -4% | -$27.9K | 0.07% | 129 |
|
|
2021
Q3 | $834K | Buy |
14,943
+3,169
| +27% | +$175K | 0.09% | 113 |
|
|
2021
Q2 | $660K | Buy |
11,774
+89
| +0.8% | +$5.11K | 0.07% | 142 |
|
|
2021
Q1 | $680K | Sell |
11,685
-978
| -8% | -$55.2K | 0.1% | 131 |
|
|
2020
Q4 | $744K | Buy |
12,663
+1,296
| +11% | +$77K | 0.12% | 105 |
|
|
2020
Q3 | $676K | Buy |
11,367
+499
| +5% | +$29K | 0.12% | 101 |
|
|
2020
Q2 | $599K | Buy |
10,868
+178
| +2% | +$10K | 0.12% | 103 |
|
|
2020
Q1 | $574K | Sell |
10,690
-1,019
| -9% | -$58.3K | 0.14% | 97 |
|
|
2019
Q4 | $719K | Buy |
11,709
+6
| +0.1% | +$362 | 0.14% | 90 |
|
|
2019
Q3 | $706K | Sell |
11,703
-257
| -2% | -$14.8K | 0.15% | 90 |
|
|
2019
Q2 | $683K | Sell |
11,960
-255
| -2% | -$14.7K | 0.14% | 94 |
|
|
2019
Q1 | $722K | Buy |
12,215
+90
| +0.7% | +$5.1K | 0.15% | 89 |
|
|
2018
Q4 | $682K | Buy |
12,125
+636
| +6% | +$36.1K | 0.16% | 86 |
|
|
2018
Q3 | $613K | Sell |
11,489
-79
| -0.7% | -$4.18K | 0.12% | 104 |
|
|
2018
Q2 | $582K | Sell |
11,568
-94
| -0.8% | -$4.55K | 0.12% | 109 |
|
|
2018
Q1 | $558K | Buy |
11,662
+282
| +2% | +$14.2K | 0.11% | 120 |
|
|
2017
Q4 | $602K | Buy |
11,380
+4,888
| +75% | +$240K | 0.12% | 115 |
|
|
2017
Q3 | $321K | Buy |
6,492
+328
| +5% | +$15.4K | 0.07% | 165 |
|
|
2017
Q2 | $275K | Sell |
6,164
-360
| -6% | -$16.8K | 0.06% | 180 |
|
|
2017
Q1 | $318K | Buy |
6,524
+1,295
| +25% | +$65K | 0.08% | 153 |
|
|
2016
Q4 | $279K | Sell |
5,229
-2,910
| -36% | -$145K | 0.08% | 170 |
|
|
2016
Q3 | $423K | Buy |
8,139
+515
| +7% | +$27.6K | 0.12% | 121 |
|
|
2016
Q2 | $426K | Sell |
7,624
-1,083
| -12% | -$56.2K | 0.13% | 116 |
|
|
2016
Q1 | $471K | Sell |
8,707
-186
| -2% | -$9.3K | 0.16% | 99 |
|
|
2015
Q4 | $411K | Sell |
8,893
-237
| -3% | -$10.8K | 0.15% | 114 |
|
|
2015
Q3 | $397K | Sell |
9,130
-1,137
| -11% | -$52.5K | 0.15% | 118 |
|
|
2015
Q2 | $479K | Buy |
10,267
+1,170
| +13% | +$57.3K | 0.17% | 108 |
|
|
2015
Q1 | $442K | Buy |
9,097
+333
| +4% | +$16.1K | 0.16% | 112 |
|
|
2014
Q4 | $410K | Buy |
8,764
+3,504
| +67% | +$171K | 0.15% | 117 |
|
|
2014
Q3 | $263K | Sell |
5,260
-798
| -13% | -$39.7K | 0.11% | 152 |
|
|
2014
Q2 | $296K | Buy |
6,058
+624
| +11% | +$30.2K | 0.11% | 144 |
|
|
2014
Q1 | $258K | Sell |
5,434
-651
| -11% | -$30.8K | 0.11% | 138 |
|
|
2013
Q4 | $299K | Buy |
+6,085
| New | +$299K | 0.13% | 124 |
|
Other funds holding VZ
VCM
VPM
Evanson Asset Management's VZ Position: Q1 2026 in Review
Evanson Asset Management increased its Verizon (VZ) stake by 0.16% in Q1 2026, buying an estimated $463 and bringing the position to 6,300 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #244.
Evanson Asset Management first reported a position in VZ in Q4 2013 and has held it in 47 quarters since. The position peaked at $834K in Q3 2021. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.
- Evanson Asset Management held 6,300 shares of Verizon worth $316K as of Q1 2026.
- Evanson Asset Management bought 10 Verizon shares in Q1 2026, an estimated $463.
- Verizon made up 0.02% of Evanson Asset Management's portfolio in Q1 2026, its #244 holding.
- Evanson Asset Management first reported a position in Verizon in Q4 2013 and has held it in 47 quarters since.
- Evanson Asset Management's Verizon position peaked at $834K in Q3 2021.
- 3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.
Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.