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IBEX Wealth Advisors’s Verizon VZ Stock Holding History

IBEX Wealth 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
2019
Q3 		– Sell
-28
Closed -$4K – 393
2019
Q2 		$4K Buy
+28
New +$1.61K ﹤0.01% 374

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IBEX Wealth Advisors's VZ Position: Q2 2026 in Review

IBEX Wealth Advisors increased its Verizon (VZ) stake by 2.3% in Q2 2026, buying an estimated $357K and bringing the position to 333,925 shares worth $14.1M. The position accounts for 1.11% of the portfolio, ranked #24.

IBEX Wealth Advisors first reported a position in VZ in Q3 2016 and has held it in 38 quarters since. The position peaked at $16.4M in Q1 2026. 3,150 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • IBEX Wealth Advisors held 333,925 shares of Verizon worth $14.1M as of Q2 2026.
  • IBEX Wealth Advisors bought 7,603 Verizon shares in Q2 2026, an estimated $357K.
  • Verizon made up 1.11% of IBEX Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • IBEX Wealth Advisors first reported a position in Verizon in Q3 2016 and has held it in 38 quarters since.
  • IBEX Wealth Advisors's Verizon position peaked at $16.4M in Q1 2026.
  • 3,150 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.