Tanglewood Legacy Advisors’s Verizon VZ Stock Holding History

Tanglewood Legacy 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	$11.2K	Hold	224	–	–	﹤0.01%	222
2025 Q4	$9.12K	Buy	+224	New	+$9.09K	﹤0.01%	224
2025 Q1	–	Sell	-850	Closed	-$34K	–	312
2024 Q4	$34K	Sell	850 -150	-15%	-$6.33K	0.01%	196
2024 Q3	$44.9K	Hold	1,000	–	–	0.02%	169
2024 Q2	$41.2K	Hold	1,000	–	–	0.02%	172
2024 Q1	$42K	Hold	1,000	–	–	0.02%	171
2023 Q4	$37.7K	Sell	1,000 -669	-40%	-$23.7K	0.02%	172
2023 Q3	$54.1K	Buy	1,669 +12	+0.7%	+$405	0.03%	148
2023 Q2	$61.6K	Buy	1,657 +11	+0.7%	+$407	0.04%	142
2023 Q1	$64K	Buy	1,646 +10	+0.6%	+$394	0.04%	134
2022 Q4	$64.5K	Buy	+1,636	New	+$61.6K	0.05%	118

Other funds holding VZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tanglewood Legacy Advisors's VZ Position: Q1 2026 in Review

Tanglewood Legacy Advisors held its Verizon (VZ) position steady in Q1 2026 at 224 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #222.

Tanglewood Legacy Advisors first reported a position in VZ in Q4 2022 and has held it in 11 quarters since. The position peaked at $64.5K in Q4 2022. 3,259 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Tanglewood Legacy Advisors held 224 shares of Verizon worth $11.2K as of Q1 2026.
Tanglewood Legacy Advisors left its Verizon share count unchanged in Q1 2026.
Verizon made up ﹤0.01% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #222 holding.
Tanglewood Legacy Advisors first reported a position in Verizon in Q4 2022 and has held it in 11 quarters since.
Tanglewood Legacy Advisors's Verizon position peaked at $64.5K in Q4 2022.
3,259 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.