M Holdings Securities’s Verizon VZ Stock Holding History

M Holdings Securities’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	$2.74M	Sell	57,534 -9,913	-15%	-$459K	0.19%	99
2025 Q4	$2.75M	Buy	+67,447	New	+$2.74M	0.2%	96
2025 Q3	–	Sell	-75,048	Closed	-$3.24M	–	196
2025 Q2	$3.24M	Sell	75,048 -3,251	-4%	-$141K	0.56%	40
2025 Q1	$3.55M	Sell	78,299 -6,532	-8%	-$272K	0.59%	37
2024 Q4	$3.39M	Sell	84,831 -984	-1%	-$41.5K	0.55%	40
2024 Q3	$3.85M	Sell	85,815 -52,824	-38%	-$2.2M	0.97%	25
2024 Q2	$5.72M	Buy	138,639 +45,436	+49%	+$1.83M	0.74%	28
2024 Q1	$3.91M	Sell	93,203 -5,062	-5%	-$204K	0.66%	32
2023 Q4	$3.71M	Buy	98,265 +8,755	+10%	+$310K	0.42%	49
2023 Q3	$2.9M	Buy	89,510 +65,560	+274%	+$2.22M	0.38%	55
2023 Q2	$891K	Sell	23,950 -67,922	-74%	-$2.51M	0.18%	78
2023 Q1	$3.57M	Sell	91,872 -924	-1%	-$36.4K	0.37%	52
2022 Q4	$3.66M	Buy	92,796 +14,678	+19%	+$553K	0.39%	53
2022 Q3	$2.97M	Buy	78,118 +8,151	+12%	+$363K	0.33%	67
2022 Q2	$3.55M	Buy	69,967 +170	+0.2%	+$8.6K	0.36%	61
2022 Q1	$3.56M	Buy	+69,797	New	+$3.7M	0.27%	74
2021 Q2	$3.05M	Sell	54,409 -1,440	-3%	-$82.6K	0.3%	76
2021 Q1	$3.25M	Buy	55,849 +10,925	+24%	+$617K	0.3%	76
2020 Q4	$2.64M	Buy	44,924 +1,104	+3%	+$65.6K	0.34%	70
2020 Q3	$2.61M	Sell	43,820 -4,091	-9%	-$238K	0.42%	63
2020 Q2	$2.64M	Sell	47,911 -16,708	-26%	-$940K	0.47%	57
2020 Q1	$3.47M	Buy	64,619 +30,009	+87%	+$1.72M	0.51%	55
2019 Q4	$2.13M	Buy	34,610 +886	+3%	+$53.4K	0.62%	51
2019 Q3	$2.04M	Buy	33,724 +2,060	+7%	+$119K	0.62%	50
2019 Q2	$1.81M	Sell	31,664 -12,618	-28%	-$727K	0.61%	53
2019 Q1	$2.62M	Buy	44,282 +20,116	+83%	+$1.14M	0.61%	38
2018 Q4	$1.36M	Sell	24,166 -387	-2%	-$22K	0.42%	60
2018 Q3	$1.31M	Sell	24,553 -108	-0.4%	-$5.72K	0.34%	71
2018 Q2	$1.24M	Sell	24,661 -107	-0.4%	-$5.18K	0.34%	76
2018 Q1	$1.18M	Sell	24,768 -149	-0.6%	-$7.49K	0.36%	78
2017 Q4	$1.32M	Sell	24,917 -5,001	-17%	-$246K	0.4%	66
2017 Q3	$1.48M	Sell	29,918 -3,029	-9%	-$143K	0.47%	53
2017 Q2	$1.47M	Buy	32,947 +14,386	+78%	+$670K	0.5%	49
2017 Q1	$905K	Buy	18,561 +661	+4%	+$33.2K	0.35%	80
2016 Q4	$955K	Buy	17,900 +2,683	+18%	+$134K	0.33%	75
2016 Q3	$791K	Buy	15,217 +681	+5%	+$36.5K	0.36%	81
2016 Q2	$812K	Buy	14,536 +1,833	+14%	+$95.1K	0.42%	67
2016 Q1	$687K	Sell	12,703 -4,226	-25%	-$211K	0.42%	64
2015 Q4	$782K	Buy	16,929 +1,178	+7%	+$53.5K	0.52%	53
2015 Q3	$685K	Buy	15,751 +997	+7%	+$46K	0.49%	54
2015 Q2	$688K	Buy	14,754 +290	+2%	+$14.2K	0.46%	60
2015 Q1	$703K	Sell	14,464 -315	-2%	-$15.2K	0.46%	60
2014 Q4	$691K	Buy	14,779 +1,146	+8%	+$56.1K	0.45%	65
2014 Q3	$697K	Buy	13,633 +3,506	+35%	+$174K	0.39%	67
2014 Q2	$495K	Buy	10,127 +2,479	+32%	+$120K	0.32%	86
2014 Q1	$364K	Buy	7,648 +1,900	+33%	+$89.9K	0.38%	74
2013 Q4	$282K	Buy	+5,748	New	+$283K	0.2%	126

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

M Holdings Securities's VZ Position: Q1 2026 in Review

M Holdings Securities reduced its Verizon (VZ) stake by 15% in Q1 2026, selling an estimated $459K and leaving 57,534 shares worth $2.74M. The position accounts for 0.19% of the portfolio, ranked #99.

M Holdings Securities first reported a position in VZ in Q4 2013 and has held it in 47 quarters since. The position peaked at $5.72M in Q2 2024. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

M Holdings Securities held 57,534 shares of Verizon worth $2.74M as of Q1 2026.
M Holdings Securities sold 9,913 Verizon shares in Q1 2026, an estimated $459K.
Verizon made up 0.19% of M Holdings Securities's portfolio in Q1 2026, its #99 holding.
M Holdings Securities first reported a position in Verizon in Q4 2013 and has held it in 47 quarters since.
M Holdings Securities's Verizon position peaked at $5.72M in Q2 2024.
3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.