WBH Advisory’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
$372K Sell
7,531
-322
-4% -$14.9K 0.03% 274
2025
Q4
$320K Sell
7,853
-808
-9% -$32.8K 0.02% 285
2025
Q3
$381K Buy
8,661
+121
+1% +$5.24K 0.03% 266
2025
Q2
$370K Buy
8,540
+3,239
+61% +$140K 0.03% 265
2025
Q1
$240K Buy
+5,301
New +$221K 0.02% 297
2024
Q4
Sell
-4,821
Closed -$217K 335
2024
Q3
$217K Buy
+4,821
New +$201K 0.02% 314
2024
Q2
Sell
-5,552
Closed -$233K 319
2024
Q1
$233K Sell
5,552
-527
-9% -$21.3K 0.02% 288
2023
Q4
$229K Sell
6,079
-507
-8% -$17.9K 0.03% 287
2023
Q3
$213K Sell
6,586
-5,501
-46% -$186K 0.03% 279
2023
Q2
$450K Sell
12,087
-4,992
-29% -$185K 0.05% 212
2023
Q1
$664K Buy
+17,079
New +$674K 0.08% 185
2022
Q3
$1.05M Sell
27,728
-3,242
-10% -$144K 0.15% 136
2022
Q2
$1.56M Sell
30,970
-1,343
-4% -$67.9K 0.21% 103
2022
Q1
$1.56M Sell
32,313
-3,099
-9% -$164K 0.19% 109
2021
Q4
$1.84M Sell
35,412
-213
-0.6% -$11.1K 0.21% 97
2021
Q3
$1.92M Sell
35,625
-294
-0.8% -$16.3K 0.26% 84
2021
Q2
$2M Buy
35,919
+327
+0.9% +$18.8K 0.29% 75
2021
Q1
$2.07M Sell
35,592
-596
-2% -$33.6K 0.34% 67
2020
Q4
$2.07M Buy
36,188
+1,687
+5% +$100K 0.36% 59
2020
Q3
$2.05M Buy
34,501
+808
+2% +$46.9K 0.41% 58
2020
Q2
$1.86M Buy
33,693
+885
+3% +$49.8K 0.45% 54
2020
Q1
$1.76K Buy
32,808
+41
+0.1% +$2.35K 0.41% 52
2019
Q4
$2.01M Sell
32,767
-135
-0.4% -$8.14K 0.41% 56
2019
Q3
$1.99M Buy
32,902
+752
+2% +$43.3K 0.45% 54
2019
Q2
$1.84M Sell
32,150
-29
-0.1% -$1.67K 0.43% 56
2019
Q1
$1.9M Sell
32,179
-350
-1% -$19.8K 0.45% 53
2018
Q4
$1.83K Buy
32,529
+19
+0.1% +$1.08K 0.44% 52
2018
Q3
$1.74M Sell
32,510
-825
-2% -$43.7K 0.42% 57
2018
Q2
$1.68M Buy
33,335
+564
+2% +$27.3K 0.43% 55
2018
Q1
$1.57M Sell
32,771
-155
-0.5% -$7.79K 0.43% 55
2017
Q4
$1.74M Sell
32,926
-1,847
-5% -$90.8K 0.46% 49
2017
Q3
$1.72M Sell
34,773
-1,702
-5% -$80.1K 0.48% 50
2017
Q2
$1.63M Buy
36,475
+379
+1% +$17.7K 0.46% 50
2017
Q1
$1.76M Buy
36,096
+651
+2% +$32.7K 0.53% 46
2016
Q4
$1.89M Sell
35,445
-2,496
-7% -$125K 0.63% 41
2016
Q3
$1.97M Buy
37,941
+21,873
+136% +$1.17M 0.67% 37
2016
Q2
$897K Sell
16,068
-1,570
-9% -$81.4K 0.35% 70
2016
Q1
$953K Buy
17,638
+13
+0.1% +$650 0.32% 63
2015
Q4
$814 Sell
17,625
-491
-3% -$22.3K 0.28% 71
2015
Q3
$788K Sell
18,116
-269
-1% -$12.4K 0.33% 77
2015
Q2
$856K Buy
18,385
+10
+0.1% +$490 0.34% 72
2015
Q1
$893 Buy
18,375
+10
+0.1% +$483 0.25% 74
2014
Q4
$859K Buy
18,365
+156
+0.9% +$7.63K 0.32% 74
2014
Q3
$910K Sell
18,209
-279
-2% -$13.9K 0.32% 71
2014
Q2
$904K Sell
18,488
-62
-0.3% -$3K 0.34% 75
2014
Q1
$882K Sell
18,550
-455
-2% -$21.5K 0.35% 73
2013
Q4
$933K Buy
19,005
+827
+5% +$40.7K 0.38% 69
2013
Q3
$848K Sell
18,178
-854
-4% -$41.7K 0.38% 67
2013
Q2
$958K Buy
+19,032
New +$971K 0.44% 57

Other funds holding VZ

WBH Advisory's VZ Position: Q1 2026 in Review

WBH Advisory reduced its Verizon (VZ) stake by 4.1% in Q1 2026, selling an estimated $14.9K and leaving 7,531 shares worth $372K. The position accounts for 0.03% of the portfolio, ranked #274.

WBH Advisory first reported a position in VZ in Q2 2013 and has held it in 49 quarters since. The position peaked at $2.07M in Q4 2020. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • WBH Advisory held 7,531 shares of Verizon worth $372K as of Q1 2026.
  • WBH Advisory sold 322 Verizon shares in Q1 2026, an estimated $14.9K.
  • Verizon made up 0.03% of WBH Advisory's portfolio in Q1 2026, its #274 holding.
  • WBH Advisory first reported a position in Verizon in Q2 2013 and has held it in 49 quarters since.
  • WBH Advisory's Verizon position peaked at $2.07M in Q4 2020.
  • 3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.