Evelyn Partners Investment Management Services’s Verizon VZ Stock Holding History

Evelyn Partners Investment Management Services’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	$271K	Sell	5,399 -6,263	-54%	-$290K	0.03%	120
2025 Q4	$475K	Buy	11,662 +3,818	+49%	+$155K	0.06%	104
2025 Q3	$345K	Buy	7,844 +1,635	+26%	+$70.8K	0.05%	109
2025 Q2	$269K	Sell	6,209 -1,824	-23%	-$79K	0.04%	114
2025 Q1	$364K	Sell	8,033 -452	-5%	-$18.8K	0.06%	103
2024 Q4	$339K	Buy	+8,485	New	+$358K	0.06%	100

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

Evelyn Partners Investment Management Services's VZ Position: Q1 2026 in Review

Evelyn Partners Investment Management Services reduced its Verizon (VZ) stake by 54% in Q1 2026, selling an estimated $290K and leaving 5,399 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #120.

Evelyn Partners Investment Management Services first reported a position in VZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $475K in Q4 2025. 3,263 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Evelyn Partners Investment Management Services held 5,399 shares of Verizon worth $271K as of Q1 2026.
Evelyn Partners Investment Management Services sold 6,263 Verizon shares in Q1 2026, an estimated $290K.
Verizon made up 0.03% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #120 holding.
Evelyn Partners Investment Management Services first reported a position in Verizon in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management Services's Verizon position peaked at $475K in Q4 2025.
3,263 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.