SimplyRich’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 | $432K | Buy |
8,623
+367
| +4% | +$17K | 0.11% | 162 |
|
|
2025
Q4 | $336K | Sell |
8,256
-5,514
| -40% | -$224K | 0.09% | 164 |
|
|
2025
Q3 | $605K | Sell |
13,770
-7
| -0.1% | -$303 | 0.16% | 120 |
|
|
2025
Q2 | $596K | Buy |
13,777
+1,996
| +17% | +$86.4K | 0.17% | 123 |
|
|
2025
Q1 | $534K | Buy |
11,781
+3,513
| +42% | +$146K | 0.15% | 128 |
|
|
2024
Q4 | $330K | Hold |
8,268
| – | – | 0.09% | 169 |
|
|
2024
Q3 | $371K | Hold |
8,268
| – | – | 0.1% | 156 |
|
|
2024
Q2 | $340K | Buy |
8,268
+812
| +11% | +$32.7K | 0.11% | 137 |
|
|
2024
Q1 | $313K | Sell |
7,456
-44
| -0.6% | -$1.77K | 0.1% | 146 |
|
|
2023
Q4 | $283K | Buy |
7,500
+299
| +4% | +$10.6K | 0.1% | 144 |
|
|
2023
Q3 | $233K | Buy |
7,201
+17
| +0.2% | +$574 | 0.11% | 134 |
|
|
2023
Q2 | $267K | Buy |
7,184
+176
| +3% | +$6.51K | 0.1% | 151 |
|
|
2023
Q1 | $272K | Hold |
7,008
| – | – | 0.1% | 154 |
|
|
2022
Q4 | $276K | Sell |
7,008
-47
| -0.7% | -$1.77K | 0.11% | 147 |
|
|
2022
Q3 | $267K | Sell |
7,055
-5,707
| -45% | -$254K | 0.12% | 138 |
|
|
2022
Q2 | $647K | Sell |
12,762
-325
| -2% | -$16.4K | 0.27% | 88 |
|
|
2022
Q1 | $666K | Buy |
13,087
+1,032
| +9% | +$54.7K | 0.23% | 95 |
|
|
2021
Q4 | $626K | Sell |
12,055
-4,557
| -27% | -$238K | 0.21% | 104 |
|
|
2021
Q3 | $897K | Buy |
16,612
+112
| +0.7% | +$6.2K | 0.33% | 80 |
|
|
2021
Q2 | $924K | Buy |
16,500
+301
| +2% | +$17.3K | 0.42% | 72 |
|
|
2021
Q1 | $942K | Buy |
16,199
+3,451
| +27% | +$195K | 0.37% | 76 |
|
|
2020
Q4 | $749K | Buy |
12,748
+929
| +8% | +$55.2K | 0.33% | 73 |
|
|
2020
Q3 | $703K | Buy |
11,819
+1,562
| +15% | +$90.8K | 0.35% | 71 |
|
|
2020
Q2 | $561K | Buy |
10,257
+1,216
| +13% | +$68.4K | 0.31% | 79 |
|
|
2020
Q1 | $495K | Sell |
9,041
-3,083
| -25% | -$176K | 0.33% | 76 |
|
|
2019
Q4 | $742K | Hold |
12,124
| – | – | 0.37% | 75 |
|
|
2019
Q3 | $731K | Buy |
12,124
+2,569
| +27% | +$148K | 0.4% | 76 |
|
|
2019
Q2 | $546K | Buy |
+9,555
| New | +$551K | 0.3% | 93 |
|
|
2018
Q4 | – | Sell |
-8,057
| Closed | -$430K | – | 144 |
|
|
2018
Q3 | $430K | Hold |
8,057
| – | – | 0.23% | 116 |
|
|
2018
Q2 | $405K | Sell |
8,057
-80
| -1% | -$3.87K | 0.23% | 117 |
|
|
2018
Q1 | $389K | Hold |
8,137
| – | – | 0.22% | 125 |
|
|
2017
Q4 | $431K | Buy |
+8,137
| New | +$400K | 0.24% | 119 |
|
Other funds holding VZ
VCM
VPM
SimplyRich's VZ Position: Q1 2026 in Review
SimplyRich increased its Verizon (VZ) stake by 4.4% in Q1 2026, buying an estimated $17K and bringing the position to 8,623 shares worth $432K. The position accounts for 0.11% of the portfolio, ranked #162.
SimplyRich first reported a position in VZ in Q4 2017 and has held it in 32 quarters since. The position peaked at $942K in Q1 2021. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.
- SimplyRich held 8,623 shares of Verizon worth $432K as of Q1 2026.
- SimplyRich bought 367 Verizon shares in Q1 2026, an estimated $17K.
- Verizon made up 0.11% of SimplyRich's portfolio in Q1 2026, its #162 holding.
- SimplyRich first reported a position in Verizon in Q4 2017 and has held it in 32 quarters since.
- SimplyRich's Verizon position peaked at $942K in Q1 2021.
- 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.
Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.