Legacy Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $482K | Sell |
10,517
-6,184
| -37% | -$291K | 0.05% | 187 |
|
|
2026
Q2 | $707K | Buy |
16,701
+5,633
| +51% | +$264K | 0.07% | 150 |
|
|
2026
Q1 | $556K | Buy |
11,068
+784
| +8% | +$36.3K | 0.07% | 151 |
|
|
2025
Q4 | $419K | Buy |
10,284
+3,755
| +58% | +$152K | 0.05% | 182 |
|
|
2025
Q3 | $287K | Buy |
+6,529
| New | +$283K | 0.04% | 205 |
|
|
2025
Q1 | $2.08M | Buy |
45,913
+11,360
| +33% | +$473K | 0.21% | 86 |
|
|
2024
Q4 | $1.38M | Sell |
34,553
-228
| -0.7% | -$9.6K | 0.13% | 116 |
|
|
2024
Q3 | $1.56M | Buy |
34,781
+15,679
| +82% | +$654K | 0.17% | 102 |
|
|
2024
Q2 | $788K | Buy |
19,102
+488
| +3% | +$19.7K | 0.1% | 156 |
|
|
2024
Q1 | $781K | Sell |
18,614
-1,076
| -5% | -$43.4K | 0.1% | 165 |
|
|
2023
Q4 | $742K | Sell |
19,690
-3,177
| -14% | -$112K | 0.1% | 160 |
|
|
2023
Q3 | $741K | Buy |
22,867
+7,904
| +53% | +$267K | 0.12% | 144 |
|
|
2023
Q2 | $556K | Buy |
14,963
+247
| +2% | +$9.14K | 0.08% | 164 |
|
|
2023
Q1 | $572K | Buy |
14,716
+4,425
| +43% | +$175K | 0.11% | 139 |
|
|
2022
Q4 | $405K | Buy |
10,291
+572
| +6% | +$21.6K | 0.07% | 163 |
|
|
2022
Q3 | $369K | Sell |
9,719
-861
| -8% | -$38.3K | 0.08% | 154 |
|
|
2022
Q2 | $537K | Sell |
10,580
-1,225
| -10% | -$62K | 0.11% | 115 |
|
|
2022
Q1 | $601K | Buy |
11,805
+4,191
| +55% | +$222K | 0.12% | 110 |
|
|
2021
Q4 | $396K | Sell |
7,614
-809
| -10% | -$42.2K | 0.15% | 84 |
|
|
2021
Q3 | $455K | Buy |
8,423
+685
| +9% | +$37.9K | 0.18% | 75 |
|
|
2021
Q2 | $434K | Buy |
7,738
+929
| +14% | +$53.3K | 0.18% | 75 |
|
|
2021
Q1 | $396K | Buy |
6,809
+400
| +6% | +$22.6K | 0.17% | 77 |
|
|
2020
Q4 | $377K | Sell |
6,409
-1,027
| -14% | -$61K | 0.21% | 73 |
|
|
2020
Q3 | $442K | Buy |
7,436
+262
| +4% | +$15.2K | 0.29% | 58 |
|
|
2020
Q2 | $396K | Buy |
7,174
+940
| +15% | +$52.9K | 0.31% | 59 |
|
|
2020
Q1 | $335K | Sell |
6,234
-342
| -5% | -$19.6K | 0.34% | 64 |
|
|
2019
Q4 | $404K | Buy |
6,576
+32
| +0.5% | +$1.93K | 0.26% | 79 |
|
|
2019
Q3 | $395K | Buy |
6,544
+310
| +5% | +$17.9K | 0.3% | 68 |
|
|
2019
Q2 | $356K | Sell |
6,234
-7,634
| -55% | -$440K | 0.24% | 76 |
|
|
2019
Q1 | $820K | Buy |
13,868
+6,673
| +93% | +$378K | 0.27% | 75 |
|
|
2018
Q4 | $405K | Sell |
7,195
-2,354
| -25% | -$134K | 0.31% | 71 |
|
|
2018
Q3 | $510K | Buy |
9,549
+3,992
| +72% | +$211K | 0.25% | 90 |
|
|
2018
Q2 | $280K | Buy |
5,557
+2,067
| +59% | +$100K | 0.21% | 78 |
|
|
2018
Q1 | $166K | Buy |
3,490
+19
| +0.5% | +$955 | 0.12% | 87 |
|
|
2017
Q4 | $183K | Buy |
3,471
+520
| +18% | +$25.6K | 0.18% | 59 |
|
|
2017
Q3 | $146K | Sell |
2,951
-14
| -0.5% | -$659 | 0.16% | 61 |
|
|
2017
Q2 | $132K | Buy |
2,965
+450
| +18% | +$21K | 0.17% | 63 |
|
|
2017
Q1 | $122K | Hold |
2,515
| – | – | 0.16% | 59 |
|
|
2016
Q4 | $134K | Buy |
+2,515
| New | +$126K | 0.18% | 57 |
|
Other funds holding VZ
Legacy Advisors's VZ Position: Q3 2026 in Review
Legacy Advisors reduced its Verizon (VZ) stake by 37% in Q3 2026, selling an estimated $291K and leaving 10,517 shares worth $482K. The position accounts for 0.05% of the portfolio, ranked #187.
Legacy Advisors first reported a position in VZ in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.08M in Q1 2025. 1,661 funds tracked by Wall St. Rank hold VZ as of Q3 2026.
- Legacy Advisors held 10,517 shares of Verizon worth $482K as of Q3 2026.
- Legacy Advisors sold 6,184 Verizon shares in Q3 2026, an estimated $291K.
- Verizon made up 0.05% of Legacy Advisors's portfolio in Q3 2026, its #187 holding.
- Legacy Advisors first reported a position in Verizon in Q4 2016 and has held it in 39 quarters since.
- Legacy Advisors's Verizon position peaked at $2.08M in Q1 2025.
- 1,661 funds tracked by Wall St. Rank held Verizon as of Q3 2026.
Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.