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Guardian Wealth Advisors (North Carolina)’s Verizon VZ Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$577K Buy
11,502
+756
+7% +$35K 0.04% 199
2025
Q4 		$438K Sell
10,746
-7,198
-40% -$292K 0.03% 237
2025
Q3 		$789K Buy
17,944
+297
+2% +$12.9K 0.05% 163
2025
Q2 		$764K Buy
17,647
+6,062
+52% +$263K 0.05% 164
2025
Q1 		$525K Sell
11,585
-845
-7% -$35.2K 0.04% 183
2024
Q4 		$497K Buy
12,430
+1,452
+13% +$61.3K 0.04% 193
2024
Q3 		$493K Sell
10,978
-1,388
-11% -$57.9K 0.05% 167
2024
Q2 		$510K Sell
12,366
-890
-7% -$35.9K 0.06% 152
2024
Q1 		$556K Buy
13,256
+1,683
+15% +$67.9K 0.07% 143
2023
Q4 		$436K Buy
11,573
+666
+6% +$23.6K 0.07% 149
2023
Q3 		$353K Sell
10,907
-3,127
-22% -$106K 0.06% 164
2023
Q2 		$522K Buy
14,034
+283
+2% +$10.5K 0.09% 118
2023
Q1 		$535K Sell
13,751
-2,350
-15% -$92.7K 0.09% 109
2022
Q4 		$634K Sell
16,101
-815
-5% -$30.7K 0.12% 95
2022
Q3 		$642K Buy
16,916
+5,539
+49% +$247K 0.12% 90
2022
Q2 		$577K Buy
11,377
+1,720
+18% +$87K 0.11% 96
2022
Q1 		$492K Buy
9,657
+4,163
+76% +$221K 0.21% 87
2021
Q4 		$285K Buy
+5,494
New +$287K 0.12% 125

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

Guardian Wealth Advisors (North Carolina)'s VZ Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Verizon (VZ) stake by 7% in Q1 2026, buying an estimated $35K and bringing the position to 11,502 shares worth $577K. The position accounts for 0.04% of the portfolio, ranked #199.

Guardian Wealth Advisors (North Carolina) first reported a position in VZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $789K in Q3 2025. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 11,502 shares of Verizon worth $577K as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) bought 756 Verizon shares in Q1 2026, an estimated $35K.
  • Verizon made up 0.04% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #199 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Verizon in Q4 2021 and has held it in 18 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Verizon position peaked at $789K in Q3 2025.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.