Level Four Advisory Services’s Verizon VZ Stock Holding History

Level Four 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	$7.38M	Buy	146,923 +4,925	+3%	+$228K	0.24%	111
2025 Q4	$5.78M	Sell	141,998 -10,217	-7%	-$414K	0.19%	146
2025 Q3	$6.69M	Buy	152,215 +5,161	+4%	+$223K	0.23%	111
2025 Q2	$6.36M	Sell	147,054 -5,134	-3%	-$222K	0.23%	119
2025 Q1	$6.9M	Sell	152,188 -12,680	-8%	-$528K	0.28%	94
2024 Q4	$6.59M	Buy	164,868 +1,918	+1%	+$80.9K	0.27%	97
2024 Q3	$6.87M	Sell	162,950 -73,100	-31%	-$3.05M	0.29%	89
2024 Q2	$9.73M	Buy	236,050 +56,024	+31%	+$2.26M	0.44%	43
2024 Q1	$6.79M	Buy	180,026 +1,159	+0.6%	+$46.7K	0.37%	56
2023 Q4	$6.74M	Sell	178,867 -26,359	-13%	-$933K	0.38%	53
2023 Q3	$6.65M	Sell	205,226 -20,226	-9%	-$683K	0.43%	47
2023 Q2	$8.38M	Sell	225,452 -33,042	-13%	-$1.22M	0.5%	36
2023 Q1	$10.1M	Buy	258,494 +50,038	+24%	+$1.97M	0.66%	26
2022 Q4	$8.21M	Buy	208,456 +59,084	+40%	+$2.23M	0.61%	30
2022 Q3	$5.67M	Buy	149,372 +13,114	+10%	+$584K	0.55%	38
2022 Q2	$6.92M	Buy	136,258 +1,397	+1%	+$70.7K	0.65%	28
2022 Q1	$6.87M	Buy	134,861 +19,385	+17%	+$1.03M	0.54%	34
2021 Q4	$6M	Buy	115,476 +29,041	+34%	+$1.52M	0.46%	46
2021 Q3	$4.67M	Sell	86,435 -10,547	-11%	-$583K	0.49%	46
2021 Q2	$5.43M	Buy	96,982 +33,541	+53%	+$1.92M	0.38%	57
2021 Q1	$3.69M	Sell	63,441 -4,680	-7%	-$264K	0.29%	90
2020 Q4	$4M	Buy	68,121 +6,934	+11%	+$412K	0.32%	75
2020 Q3	$3.64M	Buy	61,187 +2,489	+4%	+$145K	0.28%	89
2020 Q2	$3.25M	Buy	58,698 +9,677	+20%	+$544K	0.25%	101
2020 Q1	$2.63M	Buy	49,021 +1,987	+4%	+$114K	0.32%	72
2019 Q4	$3.42M	Buy	47,034 +1,630	+4%	+$98.3K	0.14%	172
2019 Q3	$2.74M	Buy	45,404 +2,128	+5%	+$123K	0.28%	77
2019 Q2	$2.47M	Buy	43,276 +1,713	+4%	+$98.7K	0.25%	90
2019 Q1	$2.46M	Sell	41,563 -13,797	-25%	-$781K	0.27%	80
2018 Q4	$3.11M	Sell	55,360 -3,810	-6%	-$216K	0.39%	65
2018 Q3	$3.16M	Buy	59,170 +2,548	+5%	+$135K	0.34%	73
2018 Q2	$2.85M	Buy	56,622 +12,879	+29%	+$623K	0.21%	107
2018 Q1	$2.09M	Buy	43,743 +390	+0.9%	+$19.6K	0.16%	117
2017 Q4	$2.29M	Buy	43,353 +3,785	+10%	+$186K	0.18%	115
2017 Q3	$1.96M	Buy	39,568 +2,421	+7%	+$114K	0.17%	116
2017 Q2	$1.82M	Sell	37,147 -2,543	-6%	-$118K	0.28%	90
2017 Q1	$1.95M	Buy	39,690 +7,597	+24%	+$381K	0.2%	108
2016 Q4	$1.71M	Buy	+32,093	New	+$1.6M	0.22%	93

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

Level Four Advisory Services's VZ Position: Q1 2026 in Review

Level Four Advisory Services increased its Verizon (VZ) stake by 3.5% in Q1 2026, buying an estimated $228K and bringing the position to 146,923 shares worth $7.38M. The position accounts for 0.24% of the portfolio, ranked #111.

Level Four Advisory Services first reported a position in VZ in Q4 2016 and has held it in 38 quarters since. The position peaked at $10.1M in Q1 2023. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Level Four Advisory Services held 146,923 shares of Verizon worth $7.38M as of Q1 2026.
Level Four Advisory Services bought 4,925 Verizon shares in Q1 2026, an estimated $228K.
Verizon made up 0.24% of Level Four Advisory Services's portfolio in Q1 2026, its #111 holding.
Level Four Advisory Services first reported a position in Verizon in Q4 2016 and has held it in 38 quarters since.
Level Four Advisory Services's Verizon position peaked at $10.1M in Q1 2023.
3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.