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SFMG Wealth Advisors’s Verizon VZ Stock Holding History

SFMG 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 		$8.42M Sell
167,786
-2,735
-2% -$127K 0.57% 24
2025
Q4 		$6.95M Buy
170,521
+5,077
+3% +$206K 0.47% 28
2025
Q3 		$7.27M Buy
165,444
+67,584
+69% +$2.93M 0.5% 27
2025
Q2 		$4.23M Buy
97,860
+1,941
+2% +$84.1K 0.32% 45
2025
Q1 		$4.35M Sell
95,919
-609
-0.6% -$25.4K 0.34% 42
2024
Q4 		$3.86M Sell
96,528
-1,227
-1% -$51.8K 0.3% 45
2024
Q3 		$4.39M Sell
97,755
-31,181
-24% -$1.3M 0.36% 37
2024
Q2 		$5.32M Buy
128,936
+3,404
+3% +$137K 0.46% 30
2024
Q1 		$5.27M Buy
125,532
+537
+0.4% +$21.7K 0.45% 31
2023
Q4 		$4.71M Sell
124,995
-2,989
-2% -$106K 0.44% 31
2023
Q3 		$4.15M Buy
127,984
+9,321
+8% +$315K 0.43% 32
2023
Q2 		$4.41M Buy
118,663
+3,862
+3% +$143K 0.45% 29
2023
Q1 		$4.46M Buy
114,801
+6,768
+6% +$267K 0.48% 27
2022
Q4 		$4.26M Sell
108,033
-30,953
-22% -$1.17M 0.47% 29
2022
Q3 		$4.96M Buy
138,986
+6,488
+5% +$289K 0.58% 24
2022
Q2 		$6.72M Buy
132,498
+7,152
+6% +$362K 0.78% 17
2022
Q1 		$6.38M Buy
125,346
+9,579
+8% +$507K 0.63% 20
2021
Q4 		$6.01M Buy
115,767
+25,533
+28% +$1.33M 0.58% 22
2021
Q3 		$4.87M Buy
90,234
+13,645
+18% +$755K 0.54% 22
2021
Q2 		$4.29M Buy
76,589
+7,711
+11% +$443K 0.48% 25
2021
Q1 		$4M Buy
68,878
+3,298
+5% +$186K 0.46% 26
2020
Q4 		$3.85M Buy
65,580
+2,245
+4% +$133K 0.49% 24
2020
Q3 		$3.77M Buy
63,335
+12,446
+24% +$723K 0.52% 24
2020
Q2 		$2.81M Buy
50,889
+31,913
+168% +$1.8M 0.4% 30
2020
Q1 		$1.02M Buy
18,976
+1,817
+11% +$104K 0.15% 42
2019
Q4 		$1.05M Buy
17,159
+397
+2% +$23.9K 0.13% 62
2019
Q3 		$1.01M Sell
16,762
-878
-5% -$50.6K 0.14% 54
2019
Q2 		$1.01M Buy
17,640
+1,451
+9% +$83.6K 0.14% 50
2019
Q1 		$957K Sell
16,189
-406
-2% -$23K 0.14% 47
2018
Q4 		$933K Buy
16,595
+148
+0.9% +$8.4K 0.15% 43
2018
Q3 		$931K Buy
16,447
+2,337
+17% +$124K 0.14% 45
2018
Q2 		$710K Sell
14,110
-1,872
-12% -$90.6K 0.12% 58
2018
Q1 		$764K Sell
15,982
-89
-0.6% -$4.47K 0.13% 50
2017
Q4 		$851K Buy
16,071
+933
+6% +$45.9K 0.14% 50
2017
Q3 		$749K Sell
15,138
-23,336
-61% -$1.1M 0.15% 51
2017
Q2 		$1.72M Sell
38,474
-2,331
-6% -$109K 0.36% 27
2017
Q1 		$1.99M Sell
40,805
-80
-0.2% -$4.01K 0.4% 24
2016
Q4 		$2.18M Buy
40,885
+3,230
+9% +$161K 0.47% 21
2016
Q3 		$1.96M Sell
37,655
-662
-2% -$35.5K 0.43% 29
2016
Q2 		$2.14M Buy
38,317
+10
+0% +$519 0.48% 24
2016
Q1 		$2.07M Buy
38,307
+1,438
+4% +$71.9K 0.46% 29
2015
Q4 		$1.7M Buy
36,869
+502
+1% +$22.8K 0.39% 33
2015
Q3 		$1.58M Buy
36,367
+119
+0.3% +$5.49K 0.38% 35
2015
Q2 		$1.69M Sell
36,248
-40,506
-53% -$1.98M 0.38% 36
2015
Q1 		$3.73M Buy
76,754
+41,233
+116% +$1.99M 0.3% 34
2014
Q4 		$1.66M Buy
35,521
+22,751
+178% +$1.11M 0.37% 32
2014
Q3 		$638K Buy
12,770
+2,703
+27% +$134K 0.2% 36
2014
Q2 		$493K Buy
10,067
+120
+1% +$5.81K 0.17% 42
2014
Q1 		$473K Sell
9,947
-1,451
-13% -$68.6K 0.16% 39
2013
Q4 		$560K Buy
11,398
+492
+5% +$24.2K 0.19% 37
2013
Q3 		$509K Sell
10,906
-8
-0.1% -$391 0.2% 34
2013
Q2 		$549K Buy
+10,914
New +$557K 0.22% 37

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

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

SFMG Wealth Advisors reduced its Verizon (VZ) stake by 1.6% in Q1 2026, selling an estimated $127K and leaving 167,786 shares worth $8.42M. The position accounts for 0.57% of the portfolio, ranked #24.

SFMG Wealth Advisors first reported a position in VZ in Q2 2013 and has held it in 52 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • SFMG Wealth Advisors held 167,786 shares of Verizon worth $8.42M as of Q1 2026.
  • SFMG Wealth Advisors sold 2,735 Verizon shares in Q1 2026, an estimated $127K.
  • Verizon made up 0.57% of SFMG Wealth Advisors's portfolio in Q1 2026, its #24 holding.
  • SFMG Wealth Advisors first reported a position in Verizon in Q2 2013 and has held it in 52 quarters since.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.