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 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

IBEX Wealth Advisors's VZ Position: Q1 2026 in Review

IBEX Wealth Advisors increased its Verizon (VZ) stake by 7.5% in Q1 2026, buying an estimated $1.05M and bringing the position to 326,322 shares worth $16.4M. The position accounts for 1.53% of the portfolio, ranked #19.

IBEX Wealth Advisors first reported a position in VZ in Q3 2016 and has held it in 37 quarters since. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

IBEX Wealth Advisors held 326,322 shares of Verizon worth $16.4M as of Q1 2026.
IBEX Wealth Advisors bought 22,694 Verizon shares in Q1 2026, an estimated $1.05M.
Verizon made up 1.53% of IBEX Wealth Advisors's portfolio in Q1 2026, its #19 holding.
IBEX Wealth Advisors first reported a position in Verizon in Q3 2016 and has held it in 37 quarters since.
3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.