River Wealth Advisors’s Verizon VZ Stock Holding History

River Wealth 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	$253K	Sell	5,050 -349	-6%	-$16.2K	0.03%	188
2025 Q4	$220K	Buy	+5,399	New	+$219K	0.02%	199
2024 Q2	–	Sell	-4,816	Closed	-$202K	–	209
2024 Q1	$202K	Buy	+4,816	New	+$194K	0.03%	207
2023 Q3	–	Sell	-6,176	Closed	-$230K	–	213
2023 Q2	$230K	Sell	6,176 -286	-4%	-$10.6K	0.04%	196
2023 Q1	$251K	Sell	6,462 -29,152	-82%	-$1.15M	0.05%	187
2022 Q4	$1.4M	Sell	35,614 -6,509	-15%	-$245K	0.27%	89
2022 Q3	$1.6M	Sell	42,123 -5,455	-11%	-$243K	0.34%	79
2022 Q2	$2.42M	Sell	47,578 -798	-2%	-$40.4K	0.45%	67
2022 Q1	$2.46M	Sell	48,376 -229	-0.5%	-$12.1K	0.39%	71
2021 Q4	$2.52M	Sell	48,605 -3,354	-6%	-$175K	0.39%	72
2021 Q3	$2.81M	Sell	51,959 -1,751	-3%	-$96.9K	0.48%	60
2021 Q2	$3.01M	Sell	53,710 -4,964	-8%	-$285K	0.53%	59
2021 Q1	$3.41M	Buy	58,674 +3,136	+6%	+$177K	0.64%	45
2020 Q4	$3.26M	Buy	55,538 +9,241	+20%	+$549K	0.71%	40
2020 Q3	$2.75M	Buy	46,297 +10,279	+29%	+$597K	0.72%	45
2020 Q2	$1.99M	Buy	36,018 +6,590	+22%	+$371K	0.6%	53
2020 Q1	$1.58M	Buy	29,428 +181	+0.6%	+$10.4K	0.63%	55
2019 Q4	$1.8M	Buy	29,247 +1,998	+7%	+$121K	0.61%	60
2019 Q3	$1.65M	Buy	27,249 +888	+3%	+$51.1K	0.62%	60
2019 Q2	$1.51M	Buy	26,361 +751	+3%	+$43.3K	0.59%	61
2019 Q1	$1.51M	Buy	25,610 +700	+3%	+$39.6K	0.63%	56
2018 Q4	$1.4M	Sell	24,910 -2,395	-9%	-$136K	0.62%	56
2018 Q3	$1.46M	Sell	27,305 -778	-3%	-$41.2K	0.54%	60
2018 Q2	$1.41M	Sell	28,083 -1,120	-4%	-$54.2K	0.55%	61
2018 Q1	$1.4M	Sell	29,203 -4,255	-13%	-$214K	0.59%	61
2017 Q4	$1.77M	Sell	33,458 -190	-0.6%	-$9.34K	0.74%	51
2017 Q3	$1.67M	Sell	33,648 -4,845	-13%	-$228K	0.75%	48
2017 Q2	$1.72M	Sell	38,493 -993	-3%	-$46.3K	0.8%	46
2017 Q1	$1.93M	Buy	39,486 +6,950	+21%	+$349K	0.93%	37
2016 Q4	$1.74M	Sell	32,536 -626	-2%	-$31.3K	0.88%	43
2016 Q3	$1.72M	Buy	33,162 +438	+1%	+$23.5K	0.95%	39
2016 Q2	$1.83M	Buy	32,724 +1,601	+5%	+$83K	1.05%	32
2016 Q1	$1.68M	Sell	31,123 -27	-0.1%	-$1.35K	1.01%	36
2015 Q4	$1.44M	Sell	31,150 -491	-2%	-$22.3K	0.91%	38
2015 Q3	$1.38M	Buy	31,641 +481	+2%	+$22.2K	0.95%	37
2015 Q2	$1.45M	Sell	31,160 -1,939	-6%	-$94.9K	0.92%	36
2015 Q1	$1.61M	Buy	+33,099	New	+$1.6M	1%	35

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

River Wealth Advisors's VZ Position: Q1 2026 in Review

River Wealth Advisors reduced its Verizon (VZ) stake by 6.5% in Q1 2026, selling an estimated $16.2K and leaving 5,050 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #188.

River Wealth Advisors first reported a position in VZ in Q1 2015 and has held it in 37 quarters since. The position peaked at $3.41M in Q1 2021. 3,261 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

River Wealth Advisors held 5,050 shares of Verizon worth $253K as of Q1 2026.
River Wealth Advisors sold 349 Verizon shares in Q1 2026, an estimated $16.2K.
Verizon made up 0.03% of River Wealth Advisors's portfolio in Q1 2026, its #188 holding.
River Wealth Advisors first reported a position in Verizon in Q1 2015 and has held it in 37 quarters since.
River Wealth Advisors's Verizon position peaked at $3.41M in Q1 2021.
3,261 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.