Shepherd Kaplan Krochuk’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$519K Sell
10,335
-247
-2% -$11.4K 0.44% 46
2025
Q4
$431K Sell
10,582
-742
-7% -$30.1K 0.36% 53
2025
Q3
$498K Sell
11,324
-703
-6% -$30.4K 0.41% 49
2025
Q2
$520K Sell
12,027
-18
-0.1% -$779 0.45% 46
2025
Q1
$546K Buy
+12,045
New +$501K 0.47% 46

Other funds holding VZ

Shepherd Kaplan Krochuk's VZ Position: Q1 2026 in Review

Shepherd Kaplan Krochuk reduced its Verizon (VZ) stake by 2.3% in Q1 2026, selling an estimated $11.4K and leaving 10,335 shares worth $519K. The position accounts for 0.44% of the portfolio, ranked #46.

Shepherd Kaplan Krochuk first reported a position in VZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $546K in Q1 2025. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Shepherd Kaplan Krochuk held 10,335 shares of Verizon worth $519K as of Q1 2026.
  • Shepherd Kaplan Krochuk sold 247 Verizon shares in Q1 2026, an estimated $11.4K.
  • Verizon made up 0.44% of Shepherd Kaplan Krochuk's portfolio in Q1 2026, its #46 holding.
  • Shepherd Kaplan Krochuk first reported a position in Verizon in Q1 2025 and has held it in 5 quarters since.
  • Shepherd Kaplan Krochuk's Verizon position peaked at $546K in Q1 2025.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2026, filed 15 May 2026.