EPIM
VZ icon

Evelyn Partners Investment Management’s Verizon VZ Stock Holding History

Evelyn Partners Investment Management’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 		$4.57M Buy
91,029
+641
+0.7% +$29.7K 0.12% 77
2025
Q4 		$3.68M Sell
90,388
-59
-0.1% -$2.39K 0.1% 83
2025
Q3 		$3.98M Sell
90,447
-6,939
-7% -$300K 0.11% 79
2025
Q2 		$4.21M Sell
97,386
-2,241
-2% -$97K 0.13% 76
2025
Q1 		$4.52M Sell
99,627
-1,796
-2% -$74.8K 0.15% 76
2024
Q4 		$4.06M Buy
+101,423
New +$4.28M 0.13% 79

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

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

Evelyn Partners Investment Management increased its Verizon (VZ) stake by 0.71% in Q1 2026, buying an estimated $29.7K and bringing the position to 91,029 shares worth $4.57M. The position accounts for 0.12% of the portfolio, ranked #77.

Evelyn Partners Investment Management first reported a position in VZ in Q4 2024 and has held it in 6 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Evelyn Partners Investment Management held 91,029 shares of Verizon worth $4.57M as of Q1 2026.
  • Evelyn Partners Investment Management bought 641 Verizon shares in Q1 2026, an estimated $29.7K.
  • Verizon made up 0.12% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #77 holding.
  • Evelyn Partners Investment Management first reported a position in Verizon in Q4 2024 and has held it in 6 quarters since.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

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