Mount Yale Investment 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
Q1 | $6.55M | Buy |
130,387
+52,526
| +67% | +$2.43M | 0.15% | 149 |
|
|
2025
Q4 | $3.17M | Buy |
77,861
+31,116
| +67% | +$1.26M | 0.15% | 142 |
|
|
2025
Q3 | $2.05M | Buy |
46,745
+40,063
| +600% | +$1.73M | 0.14% | 156 |
|
|
2025
Q2 | $289K | Sell |
6,682
-252
| -4% | -$10.9K | 0.02% | 467 |
|
|
2025
Q1 | $315K | Sell |
6,934
-1,816
| -21% | -$75.6K | 0.03% | 424 |
|
|
2024
Q4 | $350K | Buy |
8,750
+2,463
| +39% | +$104K | 0.03% | 404 |
|
|
2024
Q3 | $282K | Sell |
6,287
-111
| -2% | -$4.63K | 0.03% | 457 |
|
|
2024
Q2 | $264K | Sell |
6,398
-9,812
| -61% | -$395K | 0.02% | 465 |
|
|
2024
Q1 | $680K | Buy |
16,210
+5,884
| +57% | +$237K | 0.05% | 295 |
|
|
2023
Q4 | $389K | Sell |
10,326
-1,560
| -13% | -$55.2K | 0.04% | 365 |
|
|
2023
Q3 | $385K | Sell |
11,886
-13,923
| -54% | -$470K | 0.04% | 349 |
|
|
2023
Q2 | $960K | Buy |
25,809
+420
| +2% | +$15.5K | 0.1% | 203 |
|
|
2023
Q1 | $987K | Buy |
25,389
+1,399
| +6% | +$55.2K | 0.11% | 184 |
|
|
2022
Q4 | $945K | Sell |
23,990
-2,044
| -8% | -$77K | 0.11% | 194 |
|
|
2022
Q3 | $989K | Sell |
26,034
-3,250
| -11% | -$145K | 0.13% | 166 |
|
|
2022
Q2 | $1.49M | Sell |
29,284
-11,500
| -28% | -$582K | 0.19% | 124 |
|
|
2022
Q1 | $2.08M | Buy |
40,784
+5,871
| +17% | +$311K | 0.23% | 109 |
|
|
2021
Q4 | $1.81M | Buy |
34,913
+1,562
| +5% | +$81.5K | 0.19% | 121 |
|
|
2021
Q3 | $1.8M | Buy |
33,351
+5,464
| +20% | +$302K | 0.21% | 116 |
|
|
2021
Q2 | $1.56M | Buy |
27,887
+1,071
| +4% | +$61.5K | 0.19% | 118 |
|
|
2021
Q1 | $1.56M | Sell |
26,816
-2,357
| -8% | -$133K | 0.2% | 107 |
|
|
2020
Q4 | $1.71M | Buy |
29,173
+1,236
| +4% | +$73.4K | 0.24% | 96 |
|
|
2020
Q3 | $1.66M | Buy |
27,937
+2,921
| +12% | +$170K | 0.24% | 96 |
|
|
2020
Q2 | $1.38M | Sell |
25,016
-4,130
| -14% | -$232K | 0.25% | 99 |
|
|
2020
Q1 | $1.57M | Buy |
29,146
+2,048
| +8% | +$117K | 0.35% | 69 |
|
|
2019
Q4 | $1.61M | Buy |
27,098
+3,261
| +14% | +$197K | 0.28% | 90 |
|
|
2019
Q3 | $1.41M | Buy |
23,837
+1,526
| +7% | +$87.9K | 0.25% | 96 |
|
|
2019
Q2 | $1.23M | Buy |
22,311
+309
| +1% | +$17.8K | 0.23% | 101 |
|
|
2019
Q1 | $1.3M | Buy |
22,002
+1,612
| +8% | +$91.3K | 0.24% | 99 |
|
|
2018
Q4 | $1.1M | Sell |
20,390
-6,376
| -24% | -$362K | 0.22% | 104 |
|
|
2018
Q3 | $1.54M | Buy |
26,766
+2,368
| +10% | +$125K | 0.27% | 84 |
|
|
2018
Q2 | $1.23M | Buy |
24,398
+2,703
| +12% | +$131K | 0.23% | 102 |
|
|
2018
Q1 | $1.04M | Buy |
+21,695
| New | +$1.09M | 0.22% | 100 |
|
Other funds holding VZ
VCM
VPM
Mount Yale Investment Advisors's VZ Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its Verizon (VZ) stake by 67% in Q1 2026, buying an estimated $2.43M and bringing the position to 130,387 shares worth $6.55M. The position accounts for 0.15% of the portfolio, ranked #149.
Mount Yale Investment Advisors first reported a position in VZ in Q1 2018 and has held it in 33 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.
- Mount Yale Investment Advisors held 130,387 shares of Verizon worth $6.55M as of Q1 2026.
- Mount Yale Investment Advisors bought 52,526 Verizon shares in Q1 2026, an estimated $2.43M.
- Verizon made up 0.15% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #149 holding.
- Mount Yale Investment Advisors first reported a position in Verizon in Q1 2018 and has held it in 33 quarters since.
- 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.