IMA Advisory Services’s Verizon VZ Stock Holding History

IMA Advisory Services’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	$26.8K	Sell	533 -185	-26%	-$8.57K	﹤0.01%	287
2025 Q4	$29.2K	Buy	718 +162	+29%	+$6.57K	﹤0.01%	283
2025 Q3	$24.4K	Buy	556 +3	+0.5%	+$130	﹤0.01%	284
2025 Q2	$23.9K	Buy	553 +27	+5%	+$1.17K	﹤0.01%	277
2025 Q1	$23.9K	Buy	+526	New	+$21.9K	﹤0.01%	272
2024 Q4	–	Sell	-526	Closed	-$23.6K	–	283
2024 Q3	$23.6K	Buy	+526	New	+$22K	0.01%	215
2023 Q4	–	Sell	-166	Closed	-$5.38K	–	264
2023 Q3	$5.38K	Hold	166	–	–	﹤0.01%	256
2023 Q2	$6.17K	Hold	166	–	–	﹤0.01%	258
2023 Q1	$6.46K	Sell	166 -3,876	-96%	-$153K	﹤0.01%	254
2022 Q4	$159K	Hold	4,042	–	–	0.04%	145
2022 Q3	$153K	Hold	4,042	–	–	0.04%	141
2022 Q2	$205K	Hold	4,042	–	–	0.05%	139
2022 Q1	$206K	Hold	4,042	–	–	0.05%	119
2021 Q4	$210K	Hold	4,042	–	–	0.05%	124
2021 Q3	$218K	Hold	4,042	–	–	0.05%	121
2021 Q2	$226K	Hold	4,042	–	–	0.05%	120
2021 Q1	$235K	Hold	4,042	–	–	0.06%	114
2020 Q4	$237K	Sell	4,042 -74	-2%	-$4.39K	0.07%	106
2020 Q3	$245K	Buy	4,116 +74	+2%	+$4.3K	0.08%	110
2020 Q2	$223K	Hold	4,042	–	–	0.08%	110
2020 Q1	$217K	Hold	4,042	–	–	0.1%	102
2019 Q4	$248K	Hold	4,042	–	–	0.09%	97
2019 Q3	$244K	Hold	4,042	–	–	0.09%	100
2019 Q2	$231K	Sell	4,042 -1,043	-21%	-$60.1K	0.09%	100
2019 Q1	$301K	Buy	5,085 +1,375	+37%	+$77.9K	0.12%	91
2018 Q4	$209K	Sell	3,710 -11	-0.3%	-$624	0.1%	100
2018 Q3	$199K	Buy	3,721 +11	+0.3%	+$582	0.08%	108
2018 Q2	$187K	Buy	+3,710	New	+$180K	0.08%	110
2017 Q4	–	Sell	-4,904	Closed	-$243K	–	132
2017 Q3	$243K	Hold	4,904	–	–	0.11%	119
2017 Q2	$219K	Hold	4,904	–	–	0.11%	128
2017 Q1	$239K	Buy	+4,904	New	+$246K	0.12%	128
2016 Q3	–	Sell	-15,120	Closed	-$844K	–	114
2016 Q2	$844K	Sell	15,120 -5,165	-25%	-$268K	0.53%	65
2016 Q1	$1.1M	Sell	20,285 -1,591	-7%	-$79.6K	0.64%	57
2015 Q4	$1M	Sell	21,876 -2,240	-9%	-$102K	0.61%	57
2015 Q3	$1.04M	Sell	24,116 -476	-2%	-$22K	0.66%	51
2015 Q2	$1.15M	Sell	24,592 -1,276	-5%	-$62.5K	0.55%	53
2015 Q1	$1.26M	Sell	25,868 -482	-2%	-$23.3K	0.61%	48
2014 Q4	$1.23M	Sell	26,350 -14,345	-35%	-$702K	0.64%	51
2014 Q3	$2.03M	Buy	40,695 +4,256	+12%	+$212K	0.96%	33
2014 Q2	$1.78M	Sell	36,439 -8,013	-18%	-$388K	0.82%	38
2014 Q1	$2.12M	Buy	44,452 +13,185	+42%	+$624K	0.99%	35
2013 Q4	$1.54M	Sell	31,267 -7,435	-19%	-$366K	0.73%	45
2013 Q3	$1.81M	Buy	38,702 +1,340	+4%	+$65.4K	0.89%	36
2013 Q2	$1.88M	Buy	+37,362	New	+$1.91M	1.02%	26

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

IMA Advisory Services's VZ Position: Q1 2026 in Review

IMA Advisory Services reduced its Verizon (VZ) stake by 26% in Q1 2026, selling an estimated $8.57K and leaving 533 shares worth $26.8K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

IMA Advisory Services first reported a position in VZ in Q2 2013 and has held it in 44 quarters since. The position peaked at $2.12M in Q1 2014. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

IMA Advisory Services held 533 shares of Verizon worth $26.8K as of Q1 2026.
IMA Advisory Services sold 185 Verizon shares in Q1 2026, an estimated $8.57K.
Verizon made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #287 holding.
IMA Advisory Services first reported a position in Verizon in Q2 2013 and has held it in 44 quarters since.
IMA Advisory Services's Verizon position peaked at $2.12M in Q1 2014.
3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.