Heritage Trust’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 | $5.85M | Buy |
116,553
+178
| +0.2% | +$8.25K | 0.59% | 46 |
|
|
2025
Q4 | $4.74M | Buy |
116,375
+4,700
| +4% | +$191K | 0.48% | 54 |
|
|
2025
Q3 | $4.91M | Buy |
111,675
+24,266
| +28% | +$1.05M | 0.52% | 48 |
|
|
2025
Q2 | $3.78M | Buy |
87,409
+47,239
| +118% | +$2.05M | 0.44% | 60 |
|
|
2025
Q1 | $1.82M | Buy |
40,170
+25,796
| +179% | +$1.07M | 0.22% | 114 |
|
|
2024
Q4 | $575K | Buy |
+14,374
| New | +$606K | 0.07% | 190 |
|
|
2024
Q2 | $548K | Buy |
13,286
+144
| +1% | +$5.8K | 0.07% | 184 |
|
|
2024
Q1 | $551K | Buy |
13,142
+225
| +2% | +$9.08K | 0.07% | 181 |
|
|
2023
Q4 | $487K | Sell |
12,917
-53
| -0.4% | -$1.88K | 0.07% | 194 |
|
|
2023
Q3 | $420K | Sell |
12,970
-6,380
| -33% | -$216K | 0.07% | 191 |
|
|
2023
Q2 | $720K | Buy |
19,350
+3,248
| +20% | +$120K | 0.11% | 156 |
|
|
2023
Q1 | $626K | Buy |
16,102
+654
| +4% | +$25.8K | 0.1% | 161 |
|
|
2022
Q4 | $609K | Sell |
15,448
-115
| -0.7% | -$4.33K | 0.1% | 164 |
|
|
2022
Q3 | $591K | Buy |
15,563
+1,087
| +8% | +$48.4K | 0.1% | 160 |
|
|
2022
Q2 | $734K | Sell |
14,476
-472
| -3% | -$23.9K | 0.12% | 151 |
|
|
2022
Q1 | $761K | Buy |
14,948
+198
| +1% | +$10.5K | 0.11% | 151 |
|
|
2021
Q4 | $766K | Sell |
14,750
-1,997
| -12% | -$104K | 0.1% | 158 |
|
|
2021
Q3 | $904K | Buy |
16,747
+595
| +4% | +$32.9K | 0.13% | 139 |
|
|
2021
Q2 | $906K | Buy |
16,152
+656
| +4% | +$37.6K | 0.13% | 137 |
|
|
2021
Q1 | $901K | Buy |
15,496
+5,242
| +51% | +$296K | 0.14% | 133 |
|
|
2020
Q4 | $603K | Buy |
10,254
+287
| +3% | +$17K | 0.1% | 152 |
|
|
2020
Q3 | $593K | Buy |
9,967
+833
| +9% | +$48.4K | 0.11% | 137 |
|
|
2020
Q2 | $503K | Buy |
9,134
+20
| +0.2% | +$1.13K | 0.1% | 148 |
|
|
2020
Q1 | $490K | Sell |
9,114
-559
| -6% | -$32K | 0.12% | 121 |
|
|
2019
Q4 | $593K | Buy |
9,673
+1,516
| +19% | +$91.4K | 0.12% | 126 |
|
|
2019
Q3 | $492K | Buy |
8,157
+491
| +6% | +$28.3K | 0.11% | 136 |
|
|
2019
Q2 | $438K | Sell |
7,666
-100
| -1% | -$5.76K | 0.1% | 139 |
|
|
2019
Q1 | $460K | Buy |
7,766
+6,193
| +394% | +$351K | 0.11% | 133 |
|
|
2018
Q4 | $88K | Sell |
1,573
-468
| -23% | -$26.6K | 0.04% | 169 |
|
|
2018
Q3 | $109K | Buy |
2,041
+68
| +3% | +$3.6K | 0.04% | 160 |
|
|
2018
Q2 | $100K | Hold |
1,973
| – | – | 0.04% | 160 |
|
|
2018
Q1 | $94K | Hold |
1,973
| – | – | 0.04% | 159 |
|
|
2017
Q4 | $104K | Sell |
1,973
-76
| -4% | -$3.74K | 0.04% | 145 |
|
|
2017
Q3 | $101K | Buy |
2,049
+200
| +11% | +$9.41K | 0.04% | 148 |
|
|
2017
Q2 | $82K | Buy |
1,849
+700
| +61% | +$32.6K | 0.03% | 152 |
|
|
2017
Q1 | $56K | Buy |
+1,149
| New | +$57.6K | 0.02% | 180 |
|
Other funds holding VZ
VCM
VPM
Heritage Trust's VZ Position: Q1 2026 in Review
Heritage Trust increased its Verizon (VZ) stake by 0.15% in Q1 2026, buying an estimated $8.25K and bringing the position to 116,553 shares worth $5.85M. The position accounts for 0.59% of the portfolio, ranked #46.
Heritage Trust first reported a position in VZ in Q1 2017 and has held it in 36 quarters since. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.
- Heritage Trust held 116,553 shares of Verizon worth $5.85M as of Q1 2026.
- Heritage Trust bought 178 Verizon shares in Q1 2026, an estimated $8.25K.
- Verizon made up 0.59% of Heritage Trust's portfolio in Q1 2026, its #46 holding.
- Heritage Trust first reported a position in Verizon in Q1 2017 and has held it in 36 quarters since.
- 3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.
Based on Heritage Trust's 13F filing for Q1 2026, filed 13 May 2026.