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Naples Global Advisors’s Verizon VZ Stock Holding History

Naples Global Advisors’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 		$602K Buy
11,996
+1,140
+11% +$52.8K 0.04% 296
2025
Q4 		$442K Sell
10,856
-104
-0.9% -$4.22K 0.03% 344
2025
Q3 		$482K Buy
10,960
+854
+8% +$37K 0.04% 325
2025
Q2 		$437K Buy
10,106
+900
+10% +$39K 0.04% 322
2025
Q1 		$418K Buy
9,206
+1,024
+13% +$42.6K 0.04% 322
2024
Q4 		$327K Sell
8,182
-600
-7% -$25.3K 0.03% 341
2024
Q3 		$394K Sell
8,782
-998
-10% -$41.7K 0.04% 323
2024
Q2 		$403K Sell
9,780
-192
-2% -$7.74K 0.04% 307
2024
Q1 		$418K Buy
9,972
+464
+5% +$18.7K 0.04% 308
2023
Q4 		$358K Sell
9,508
-3,510
-27% -$124K 0.04% 323
2023
Q3 		$422K Buy
13,018
+696
+6% +$23.5K 0.05% 294
2023
Q2 		$458K Sell
12,322
-3,778
-23% -$140K 0.05% 288
2023
Q1 		$626K Sell
16,100
-796
-5% -$31.4K 0.08% 253
2022
Q4 		$666K Sell
16,896
-1,980
-10% -$74.6K 0.08% 250
2022
Q3 		$717K Sell
18,876
-763
-4% -$34K 0.1% 226
2022
Q2 		$997K Buy
19,639
+1,461
+8% +$73.9K 0.13% 196
2022
Q1 		$926K Buy
18,178
+371
+2% +$19.7K 0.11% 217
2021
Q4 		$925K Hold
17,807
– – 0.11% 211
2021
Q3 		$962K Sell
17,807
-1,009
-5% -$55.8K 0.13% 200
2021
Q2 		$1.05M Buy
18,816
+498
+3% +$28.6K 0.15% 182
2021
Q1 		$1.06M Buy
18,318
+3,616
+25% +$204K 0.16% 168
2020
Q4 		$864K Buy
14,702
+2,028
+16% +$120K 0.15% 179
2020
Q3 		$754K Buy
12,674
+184
+1% +$10.7K 0.15% 175
2020
Q2 		$689K Buy
12,490
+56
+0.5% +$3.15K 0.15% 177
2020
Q1 		$668K Buy
12,434
+1,507
+14% +$86.2K 0.18% 164
2019
Q4 		$671K Buy
10,927
+750
+7% +$45.2K 0.14% 192
2019
Q3 		$614K Buy
10,177
+274
+3% +$15.8K 0.14% 192
2019
Q2 		$566K Buy
9,903
+557
+6% +$32.1K 0.14% 195
2019
Q1 		$553K Buy
9,346
+388
+4% +$22K 0.14% 198
2018
Q4 		$516K Buy
8,958
+708
+9% +$40.2K 0.15% 195
2018
Q3 		$440K Buy
8,250
+340
+4% +$18K 0.12% 219
2018
Q2 		$398K Sell
7,910
-690
-8% -$33.4K 0.11% 221
2018
Q1 		$411K Sell
8,600
-129
-1% -$6.48K 0.12% 215
2017
Q4 		$462K Buy
+8,729
New +$429K 0.14% 197
2016
Q3 		– Sell
-4,093
Closed -$229K – 258
2016
Q2 		$229K Buy
+4,093
New +$212K 0.09% 233
2015
Q3 		– Sell
-4,487
Closed -$209K – 234
2015
Q2 		$209K Sell
4,487
-795
-15% -$38.9K 0.1% 231
2015
Q1 		$257K Buy
5,282
+217
+4% +$10.5K 0.12% 220
2014
Q4 		$237K Buy
5,065
+334
+7% +$16.3K 0.13% 203
2014
Q3 		$237K Sell
4,731
-640
-12% -$31.8K 0.14% 200
2014
Q2 		$263K Buy
5,371
+361
+7% +$17.5K 0.16% 204
2014
Q1 		$238K Buy
+5,010
New +$237K 0.15% 227

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Naples Global Advisors's VZ Position: Q1 2026 in Review

Naples Global Advisors increased its Verizon (VZ) stake by 11% in Q1 2026, buying an estimated $52.8K and bringing the position to 11,996 shares worth $602K. The position accounts for 0.04% of the portfolio, ranked #296.

Naples Global Advisors first reported a position in VZ in Q1 2014 and has held it in 41 quarters since. The position peaked at $1.06M in Q1 2021. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Naples Global Advisors held 11,996 shares of Verizon worth $602K as of Q1 2026.
  • Naples Global Advisors bought 1,140 Verizon shares in Q1 2026, an estimated $52.8K.
  • Verizon made up 0.04% of Naples Global Advisors's portfolio in Q1 2026, its #296 holding.
  • Naples Global Advisors first reported a position in Verizon in Q1 2014 and has held it in 41 quarters since.
  • Naples Global Advisors's Verizon position peaked at $1.06M in Q1 2021.
  • 3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.