SimpliFi Inc’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 | $1.51M | Buy |
29,987
+486
| +2% | +$22.5K | 0.63% | 16 |
|
|
2025
Q4 | $1.2M | Buy |
29,501
+168
| +0.6% | +$6.81K | 0.51% | 17 |
|
|
2025
Q3 | $1.29M | Buy |
29,333
+287
| +1% | +$12.4K | 0.55% | 18 |
|
|
2025
Q2 | $1.26M | Buy |
29,046
+279
| +1% | +$12.1K | 0.55% | 18 |
|
|
2025
Q1 | $1.3M | Buy |
28,767
+299
| +1% | +$12.4K | 0.6% | 18 |
|
|
2024
Q4 | $1.14M | Buy |
28,468
+281
| +1% | +$11.9K | 0.52% | 19 |
|
|
2024
Q3 | $1.27M | Buy |
28,187
+277
| +1% | +$11.6K | 0.56% | 19 |
|
|
2024
Q2 | $1.15M | Buy |
27,910
+559
| +2% | +$22.5K | 0.53% | 21 |
|
|
2024
Q1 | $1.15M | Sell |
27,351
-3,479
| -11% | -$140K | 0.52% | 19 |
|
|
2023
Q4 | $999K | Hold |
30,830
| – | – | 0.49% | 18 |
|
|
2023
Q3 | $999K | Buy |
30,830
+382
| +1% | +$12.9K | 0.49% | 18 |
|
|
2023
Q2 | $1.13M | Buy |
30,448
+334
| +1% | +$12.4K | 0.54% | 17 |
|
|
2023
Q1 | $1.17M | Buy |
30,114
+303
| +1% | +$11.9K | 0.58% | 16 |
|
|
2022
Q4 | $1.17M | Sell |
29,811
-52
| -0.2% | -$1.96K | 0.61% | 14 |
|
|
2022
Q3 | $1.13M | Buy |
29,863
+300
| +1% | +$13.4K | 0.59% | 14 |
|
|
2022
Q2 | $1.5M | Buy |
29,563
+12
| +0% | +$607 | 0.74% | 14 |
|
|
2022
Q1 | $1.5M | Buy |
29,551
+253
| +0.9% | +$13.4K | 0.68% | 14 |
|
|
2021
Q4 | $1.52M | Buy |
29,298
+255
| +0.9% | +$13.3K | 0.66% | 15 |
|
|
2021
Q3 | $1.57M | Sell |
29,043
-2,676
| -8% | -$148K | 0.7% | 10 |
|
|
2021
Q2 | $1.78M | Sell |
31,719
-14
| -0% | -$803 | 0.8% | 10 |
|
|
2021
Q1 | $1.84M | Sell |
31,733
-296
| -0.9% | -$16.7K | 0.86% | 12 |
|
|
2020
Q4 | $1.88M | Buy |
32,029
+2,417
| +8% | +$144K | 0.88% | 12 |
|
|
2020
Q3 | $1.76M | Buy |
29,612
+228
| +0.8% | +$13.2K | 0.88% | 12 |
|
|
2020
Q2 | $1.62M | Sell |
29,384
-1,941
| -6% | -$109K | 0.85% | 12 |
|
|
2020
Q1 | $1.68M | Buy |
31,325
+1,732
| +6% | +$99.1K | 1.05% | 14 |
|
|
2019
Q4 | $1.82M | Buy |
29,593
+2,402
| +9% | +$145K | 1.03% | 13 |
|
|
2019
Q3 | $1.64M | Buy |
27,191
+442
| +2% | +$25.5K | 0.97% | 13 |
|
|
2019
Q2 | $1.53M | Buy |
26,749
+384
| +1% | +$22.1K | 0.91% | 12 |
|
|
2019
Q1 | $1.56M | Buy |
26,365
+261
| +1% | +$14.8K | 0.98% | 11 |
|
|
2018
Q4 | $1.47M | Sell |
26,104
-193
| -0.7% | -$11K | 1.06% | 11 |
|
|
2018
Q3 | $1.4M | Buy |
26,297
+1,241
| +5% | +$65.7K | 0.98% | 12 |
|
|
2018
Q2 | $1.26M | Sell |
25,056
-1,846
| -7% | -$89.4K | 0.99% | 13 |
|
|
2018
Q1 | $1.29M | Buy |
26,902
+1,214
| +5% | +$61K | 1.06% | 12 |
|
|
2017
Q4 | $1.36M | Buy |
+25,688
| New | +$1.26M | 1.13% | 12 |
|
Other funds holding VZ
VCM
VPM
SimpliFi Inc's VZ Position: Q1 2026 in Review
SimpliFi Inc increased its Verizon (VZ) stake by 1.6% in Q1 2026, buying an estimated $22.5K and bringing the position to 29,987 shares worth $1.51M. The position accounts for 0.63% of the portfolio, ranked #16.
SimpliFi Inc first reported a position in VZ in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.88M in Q4 2020. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.
- SimpliFi Inc held 29,987 shares of Verizon worth $1.51M as of Q1 2026.
- SimpliFi Inc bought 486 Verizon shares in Q1 2026, an estimated $22.5K.
- Verizon made up 0.63% of SimpliFi Inc's portfolio in Q1 2026, its #16 holding.
- SimpliFi Inc first reported a position in Verizon in Q4 2017 and has held it in 34 quarters since.
- SimpliFi Inc's Verizon position peaked at $1.88M in Q4 2020.
- 3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.
Based on SimpliFi Inc's 13F filing for Q1 2026, filed 23 Apr 2026.