Evernest Financial Advisors’s Verizon VZ Stock Holding History

Evernest Financial 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	$381K	Buy	8,084 +2,199	+37%	+$102K	0.08%	131
2025 Q4	$277K	Sell	5,885 -2,544	-30%	-$103K	0.06%	147
2025 Q3	$370K	Sell	8,429 -192	-2%	-$8.31K	0.1%	135
2025 Q2	$373K	Buy	8,621 +519	+6%	+$22.5K	0.12%	123
2025 Q1	$367K	Buy	8,102 +667	+9%	+$27.8K	0.13%	116
2024 Q4	$297K	Buy	7,435 +190	+3%	+$8.02K	0.08%	134
2024 Q3	$325K	Sell	7,245 -467	-6%	-$19.5K	0.09%	123
2024 Q2	$318K	Sell	7,712 -63	-0.8%	-$2.54K	0.14%	100
2024 Q1	$315K	Sell	7,775 -16	-0.2%	-$645	0.15%	102
2023 Q4	$294K	Buy	+7,791	New	+$276K	0.15%	109
2021 Q4	$305K	Buy	+7,685	New	+$401K	0.16%	102

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

Evernest Financial Advisors's VZ Position: Q1 2026 in Review

Evernest Financial Advisors increased its Verizon (VZ) stake by 37% in Q1 2026, buying an estimated $102K and bringing the position to 8,084 shares worth $381K. The position accounts for 0.08% of the portfolio, ranked #131.

Evernest Financial Advisors first reported a position in VZ in Q4 2021 and has held it in 11 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Evernest Financial Advisors held 8,084 shares of Verizon worth $381K as of Q1 2026.
Evernest Financial Advisors bought 2,199 Verizon shares in Q1 2026, an estimated $102K.
Verizon made up 0.08% of Evernest Financial Advisors's portfolio in Q1 2026, its #131 holding.
Evernest Financial Advisors first reported a position in Verizon in Q4 2021 and has held it in 11 quarters since.
3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.