RD Lewis Holdings’s Verizon VZ Stock Holding History

RD Lewis Holdings’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	$2.05M	Sell	42,970 -838	-2%	-$38.8K	1.78%	25
2025 Q4	$2.03M	Buy	43,808 +1,900	+5%	+$77.1K	1.73%	23
2025 Q3	$1.71M	Buy	41,908 +1,640	+4%	+$71K	1.6%	27
2025 Q2	$1.73M	Buy	40,268 +31,043	+337%	+$1.34M	1.75%	23
2025 Q1	$404K	Buy	9,225 +3,147	+52%	+$131K	0.46%	55
2024 Q4	$242K	Buy	+6,078	New	+$256K	0.27%	78

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

RD Lewis Holdings's VZ Position: Q1 2026 in Review

RD Lewis Holdings reduced its Verizon (VZ) stake by 1.9% in Q1 2026, selling an estimated $38.8K and leaving 42,970 shares worth $2.05M. The position accounts for 1.78% of the portfolio, ranked #25.

RD Lewis Holdings first reported a position in VZ in Q4 2024 and has held it in 6 quarters since. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

RD Lewis Holdings held 42,970 shares of Verizon worth $2.05M as of Q1 2026.
RD Lewis Holdings sold 838 Verizon shares in Q1 2026, an estimated $38.8K.
Verizon made up 1.78% of RD Lewis Holdings's portfolio in Q1 2026, its #25 holding.
RD Lewis Holdings first reported a position in Verizon in Q4 2024 and has held it in 6 quarters since.
3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on RD Lewis Holdings's 13F filing for Q1 2026, filed 14 Apr 2026.