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RKL Wealth Management’s Verizon VZ Stock Holding History

RKL Wealth Management’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 		$268K Buy
5,338
+218
+4% +$10.1K 0.02% 165
2025
Q4 		$209K Sell
5,120
-964
-16% -$39.1K 0.02% 179
2025
Q3 		$267K Sell
6,084
-341
-5% -$14.8K 0.02% 166
2025
Q2 		$278K Sell
6,425
-23
-0.4% -$996 0.02% 158
2025
Q1 		$292K Buy
6,448
+405
+7% +$16.9K 0.03% 154
2024
Q4 		$242K Buy
6,043
+876
+17% +$37K 0.02% 161
2024
Q3 		$232K Buy
5,167
+14
+0.3% +$584 0.02% 149
2024
Q2 		$213K Sell
5,153
-1,967
-28% -$79.3K 0.02% 140
2024
Q1 		$299K Buy
7,120
+31
+0.4% +$1.25K 0.03% 122
2023
Q4 		$267K Buy
+7,089
New +$251K 0.03% 128
2023
Q3 		– Sell
-10,293
Closed -$383K – 136
2023
Q2 		$383K Buy
10,293
+2,459
+31% +$91K 0.05% 107
2023
Q1 		$305K Sell
7,834
-711
-8% -$28K 0.04% 113
2022
Q4 		$337K Sell
8,545
-2,093
-20% -$78.9K 0.05% 112
2022
Q3 		$404K Buy
10,638
+692
+7% +$30.8K 0.06% 99
2022
Q2 		$505K Buy
9,946
+1,551
+18% +$78.5K 0.07% 92
2022
Q1 		$428K Buy
8,395
+4,047
+93% +$214K 0.05% 106
2021
Q4 		$226K Buy
4,348
+80
+2% +$4.17K 0.03% 122
2021
Q3 		$231K Sell
4,268
-328
-7% -$18.1K 0.03% 120
2021
Q2 		$257K Sell
4,596
-63
-1% -$3.62K 0.03% 118
2021
Q1 		$271K Sell
4,659
-2,262
-33% -$128K 0.04% 114
2020
Q4 		$407K Sell
6,921
-735
-10% -$43.7K 0.06% 95
2020
Q3 		$455K Buy
7,656
+1,464
+24% +$85.1K 0.07% 90
2020
Q2 		$341K Sell
6,192
-108
-2% -$6.08K 0.06% 95
2020
Q1 		$338K Sell
6,300
-791
-11% -$45.3K 0.07% 93
2019
Q4 		$435K Buy
7,091
+25
+0.4% +$1.51K 0.08% 96
2019
Q3 		$428K Buy
7,066
+409
+6% +$23.6K 0.08% 99
2019
Q2 		$380K Sell
6,657
-3,656
-35% -$211K 0.07% 105
2019
Q1 		$611K Buy
10,313
+502
+5% +$28.4K 0.12% 90
2018
Q4 		$551K Sell
9,811
-2,183
-18% -$124K 0.13% 90
2018
Q3 		$638K Sell
11,994
-1,017
-8% -$53.8K 0.14% 91
2018
Q2 		$654K Sell
13,011
-2,112
-14% -$102K 0.15% 89
2018
Q1 		$724K Sell
15,123
-661
-4% -$33.2K 0.17% 88
2017
Q4 		$831K Sell
15,784
-8,779
-36% -$432K 0.21% 88
2017
Q3 		$1.22M Sell
24,563
-2,545
-9% -$120K 0.34% 58
2017
Q2 		$1.21M Sell
27,108
-4,657
-15% -$217K 0.38% 57
2017
Q1 		$1.55M Sell
31,765
-2,455
-7% -$123K 0.62% 41
2016
Q4 		$1.83M Sell
34,220
-2,692
-7% -$135K 0.88% 31
2016
Q3 		$1.92M Buy
36,912
+5,259
+17% +$282K 0.97% 28
2016
Q2 		$1.73M Buy
31,653
+9,950
+46% +$516K 0.9% 28
2016
Q1 		$1.17M Buy
21,703
+15,519
+251% +$776K 0.67% 30
2015
Q4 		$295 Sell
6,184
-45
-0.7% -$2.04K 0.14% 46
2015
Q3 		$271K Buy
6,229
+200
+3% +$9.23K 0.17% 47
2015
Q2 		$281K Sell
6,029
-157
-3% -$7.68K 0.17% 47
2015
Q1 		$301K Buy
6,186
+645
+12% +$31.1K 0.18% 49
2014
Q4 		$259K Hold
5,541
– – 0.17% 54
2014
Q3 		$277K Hold
5,541
– – 0.19% 53
2014
Q2 		$271K Buy
5,541
+152
+3% +$7.36K 0.2% 52
2014
Q1 		$256K Buy
+5,389
New +$255K 0.19% 53

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

RKL Wealth Management's VZ Position: Q1 2026 in Review

RKL Wealth Management increased its Verizon (VZ) stake by 4.3% in Q1 2026, buying an estimated $10.1K and bringing the position to 5,338 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #165.

RKL Wealth Management first reported a position in VZ in Q1 2014 and has held it in 48 quarters since. The position peaked at $1.92M in Q3 2016. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • RKL Wealth Management held 5,338 shares of Verizon worth $268K as of Q1 2026.
  • RKL Wealth Management bought 218 Verizon shares in Q1 2026, an estimated $10.1K.
  • Verizon made up 0.02% of RKL Wealth Management's portfolio in Q1 2026, its #165 holding.
  • RKL Wealth Management first reported a position in Verizon in Q1 2014 and has held it in 48 quarters since.
  • RKL Wealth Management's Verizon position peaked at $1.92M in Q3 2016.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.