Integrated Wealth Concepts’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 | $13.7M | Buy |
272,410
+143,497
| +111% | +$6.65M | 0.11% | 191 |
|
|
2025
Q4 | $5.25M | Sell |
128,913
-90,211
| -41% | -$3.66M | 0.06% | 280 |
|
|
2025
Q3 | $9.63M | Buy |
219,124
+16,457
| +8% | +$712K | 0.09% | 224 |
|
|
2025
Q2 | $8.77M | Sell |
202,667
-140
| -0.1% | -$6.06K | 0.09% | 216 |
|
|
2025
Q1 | $9.2M | Buy |
202,807
+2,224
| +1% | +$92.6K | 0.11% | 181 |
|
|
2024
Q4 | $8.02M | Buy |
200,583
+2,087
| +1% | +$88K | 0.09% | 210 |
|
|
2024
Q3 | $8.91M | Sell |
198,496
-1,853
| -0.9% | -$77.3K | 0.11% | 187 |
|
|
2024
Q2 | $8.26M | Buy |
200,349
+1,814
| +0.9% | +$73.1K | 0.11% | 184 |
|
|
2024
Q1 | $8.33M | Sell |
198,535
-2,644
| -1% | -$107K | 0.12% | 187 |
|
|
2023
Q4 | $7.58M | Sell |
201,179
-31,422
| -14% | -$1.11M | 0.12% | 182 |
|
|
2023
Q3 | $7.54M | Buy |
232,601
+20,720
| +10% | +$700K | 0.13% | 170 |
|
|
2023
Q2 | $7.88M | Sell |
211,881
-40
| -0% | -$1.48K | 0.14% | 163 |
|
|
2023
Q1 | $8.24M | Buy |
211,921
+76,053
| +56% | +$3M | 0.17% | 130 |
|
|
2022
Q4 | $5.35M | Buy |
135,868
+4,805
| +4% | +$181K | 0.15% | 145 |
|
|
2022
Q3 | $4.98M | Sell |
131,063
-1,388
| -1% | -$61.8K | 0.16% | 136 |
|
|
2022
Q2 | $6.72M | Sell |
132,451
-254
| -0.2% | -$12.8K | 0.21% | 102 |
|
|
2022
Q1 | $6.76M | Buy |
132,705
+2,288
| +2% | +$121K | 0.21% | 104 |
|
|
2021
Q4 | $6.78M | Sell |
130,417
-29,535
| -18% | -$1.54M | 0.2% | 97 |
|
|
2021
Q3 | $8.64M | Buy |
159,952
+29,434
| +23% | +$1.63M | 0.28% | 78 |
|
|
2021
Q2 | $7.31M | Buy |
130,518
+7,646
| +6% | +$439K | 0.26% | 83 |
|
|
2021
Q1 | $7.14M | Buy |
122,872
+18,311
| +18% | +$1.03M | 0.29% | 74 |
|
|
2020
Q4 | $6.14M | Buy |
104,561
+2,313
| +2% | +$137K | 0.29% | 73 |
|
|
2020
Q3 | $6.08M | Buy |
102,248
+8,117
| +9% | +$472K | 0.38% | 59 |
|
|
2020
Q2 | $5.19M | Buy |
94,131
+7,487
| +9% | +$421K | 0.37% | 59 |
|
|
2020
Q1 | $4.66M | Buy |
86,644
+6,978
| +9% | +$399K | 0.43% | 52 |
|
|
2019
Q4 | $4.89M | Buy |
79,666
+23,365
| +42% | +$1.41M | 0.41% | 54 |
|
|
2019
Q3 | $3.4M | Buy |
56,301
+6,381
| +13% | +$367K | 0.38% | 56 |
|
|
2019
Q2 | $2.77M | Buy |
49,920
+4,245
| +9% | +$245K | 0.36% | 63 |
|
|
2019
Q1 | $2.7M | Buy |
45,675
+7,547
| +20% | +$427K | 0.46% | 54 |
|
|
2018
Q4 | $2.14M | Buy |
38,128
+10,259
| +37% | +$582K | 0.58% | 44 |
|
|
2018
Q3 | $1.5M | Sell |
27,869
-411
| -1% | -$21.8K | 0.45% | 54 |
|
|
2018
Q2 | $1.43M | Buy |
28,280
+650
| +2% | +$31.5K | 0.49% | 45 |
|
|
2018
Q1 | $1.3M | Buy |
27,630
+3,154
| +13% | +$159K | 0.52% | 45 |
|
|
2017
Q4 | $1.28M | Buy |
+24,476
| New | +$1.2M | 0.55% | 38 |
|
Other funds holding VZ
VCM
VPM
Integrated Wealth Concepts's VZ Position: Q1 2026 in Review
Integrated Wealth Concepts increased its Verizon (VZ) stake by 111% in Q1 2026, buying an estimated $6.65M and bringing the position to 272,410 shares worth $13.7M. The position accounts for 0.11% of the portfolio, ranked #191.
Integrated Wealth Concepts first reported a position in VZ in Q4 2017 and has held it in 34 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.
- Integrated Wealth Concepts held 272,410 shares of Verizon worth $13.7M as of Q1 2026.
- Integrated Wealth Concepts bought 143,497 Verizon shares in Q1 2026, an estimated $6.65M.
- Verizon made up 0.11% of Integrated Wealth Concepts's portfolio in Q1 2026, its #191 holding.
- Integrated Wealth Concepts first reported a position in Verizon in Q4 2017 and has held it in 34 quarters since.
- 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.
Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.