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Safe Harbor Fiduciary’s Verizon VZ Stock Holding History

Safe Harbor Fiduciary’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 		$219K Sell
4,369
-742
-15% -$34.4K 0.21% 55
2025
Q4 		$208K Buy
+5,111
New +$207K 0.18% 57
2025
Q2 		$684K Buy
15,809
+5,256
+50% +$228K 0.64% 37
2025
Q1 		$479K Sell
10,553
-68
-0.6% -$2.83K 0.5% 42
2024
Q4 		$425K Sell
10,621
-255
-2% -$10.8K 0.43% 48
2024
Q3 		$488K Buy
+10,876
New +$454K 0.46% 43

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

Safe Harbor Fiduciary's VZ Position: Q1 2026 in Review

Safe Harbor Fiduciary reduced its Verizon (VZ) stake by 15% in Q1 2026, selling an estimated $34.4K and leaving 4,369 shares worth $219K. The position accounts for 0.21% of the portfolio, ranked #55.

Safe Harbor Fiduciary first reported a position in VZ in Q3 2024 and has held it in 6 quarters since. The position peaked at $684K in Q2 2025. 3,259 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Safe Harbor Fiduciary held 4,369 shares of Verizon worth $219K as of Q1 2026.
  • Safe Harbor Fiduciary sold 742 Verizon shares in Q1 2026, an estimated $34.4K.
  • Verizon made up 0.21% of Safe Harbor Fiduciary's portfolio in Q1 2026, its #55 holding.
  • Safe Harbor Fiduciary first reported a position in Verizon in Q3 2024 and has held it in 6 quarters since.
  • Safe Harbor Fiduciary's Verizon position peaked at $684K in Q2 2025.
  • 3,259 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.