Valmark Advisers’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
$1.31M Buy
26,095
+19
+0.1% +$881 0.02% 310
2025
Q4
$1.06M Sell
26,076
-407
-2% -$16.5K 0.01% 337
2025
Q3
$1.16M Buy
26,483
+2,552
+11% +$110K 0.02% 312
2025
Q2
$1.04M Buy
23,931
+61
+0.3% +$2.64K 0.01% 328
2025
Q1
$1.08M Sell
23,870
-1,579
-6% -$65.7K 0.02% 300
2024
Q4
$1.02M Sell
25,449
-4,822
-16% -$203K 0.02% 309
2024
Q3
$1.36M Buy
30,271
+1,481
+5% +$61.8K 0.02% 252
2024
Q2
$1.19M Buy
28,790
+2,156
+8% +$86.9K 0.02% 252
2024
Q1
$1.12M Sell
26,634
-3,799
-12% -$153K 0.02% 253
2023
Q4
$1.15M Sell
30,433
-1,898
-6% -$67.2K 0.02% 230
2023
Q3
$1.05M Sell
32,331
-2,753
-8% -$93K 0.02% 218
2023
Q2
$1.3M Sell
35,084
-883
-2% -$32.7K 0.03% 193
2023
Q1
$1.4M Sell
35,967
-225
-0.6% -$8.87K 0.03% 185
2022
Q4
$1.43M Buy
36,192
+7,339
+25% +$277K 0.03% 175
2022
Q3
$1.1M Sell
28,853
-629
-2% -$28K 0.02% 178
2022
Q2
$1.5M Buy
29,482
+242
+0.8% +$12.2K 0.03% 143
2022
Q1
$1.49M Buy
29,240
+753
+3% +$39.9K 0.03% 161
2021
Q4
$1.48M Buy
28,487
+2,430
+9% +$127K 0.03% 150
2021
Q3
$1.41M Sell
26,057
-6,409
-20% -$355K 0.03% 144
2021
Q2
$1.82M Buy
32,466
+4,072
+14% +$234K 0.03% 126
2021
Q1
$1.65M Buy
28,394
+2,135
+8% +$120K 0.03% 134
2020
Q4
$1.54M Buy
26,259
+13,798
+111% +$820K 0.03% 127
2020
Q3
$741K Buy
12,461
+380
+3% +$22.1K 0.02% 152
2020
Q2
$666K Buy
12,081
+833
+7% +$46.9K 0.02% 146
2020
Q1
$604K Sell
11,248
-474
-4% -$27.1K 0.02% 137
2019
Q4
$720K Sell
11,722
-757
-6% -$45.7K 0.02% 119
2019
Q3
$753K Buy
12,479
+343
+3% +$19.8K 0.02% 119
2019
Q2
$693K Sell
12,136
-44
-0.4% -$2.54K 0.02% 118
2019
Q1
$720K Buy
12,180
+865
+8% +$49K 0.02% 114
2018
Q4
$636K Buy
11,315
+572
+5% +$32.5K 0.02% 113
2018
Q3
$574K Sell
10,743
-797
-7% -$42.2K 0.01% 118
2018
Q2
$581K Sell
11,540
-583
-5% -$28.2K 0.01% 111
2018
Q1
$580K Sell
12,123
-1,458
-11% -$73.3K 0.01% 107
2017
Q4
$719K Buy
+13,581
New +$668K 0.02% 94

Other funds holding VZ

Valmark Advisers's VZ Position: Q1 2026 in Review

Valmark Advisers increased its Verizon (VZ) stake by 0.07% in Q1 2026, buying an estimated $881 and bringing the position to 26,095 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #310.

Valmark Advisers first reported a position in VZ in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.82M in Q2 2021. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Valmark Advisers held 26,095 shares of Verizon worth $1.31M as of Q1 2026.
  • Valmark Advisers bought 19 Verizon shares in Q1 2026, an estimated $881.
  • Verizon made up 0.02% of Valmark Advisers's portfolio in Q1 2026, its #310 holding.
  • Valmark Advisers first reported a position in Verizon in Q4 2017 and has held it in 34 quarters since.
  • Valmark Advisers's Verizon position peaked at $1.82M in Q2 2021.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.