WBI Investments’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 | $3.68M | Sell |
73,281
-7,161
| -9% | -$332K | 1.02% | 11 |
|
|
2025
Q4 | $3.28M | Sell |
80,442
-2,417
| -3% | -$98K | 0.85% | 15 |
|
|
2025
Q3 | $3.64M | Buy |
82,859
+5,365
| +7% | +$232K | 0.93% | 13 |
|
|
2025
Q2 | $3.35M | Sell |
77,494
-2,296
| -3% | -$99.4K | 0.87% | 15 |
|
|
2025
Q1 | $3.62M | Buy |
79,790
+2,611
| +3% | +$109K | 0.95% | 16 |
|
|
2024
Q4 | $3.09M | Buy |
77,179
+5,603
| +8% | +$236K | 0.77% | 28 |
|
|
2024
Q3 | $3.21M | Buy |
71,576
+3,162
| +5% | +$132K | 0.77% | 25 |
|
|
2024
Q2 | $2.82M | Sell |
68,414
-31,020
| -31% | -$1.25M | 0.68% | 44 |
|
|
2024
Q1 | $4.17M | Sell |
99,434
-39,340
| -28% | -$1.59M | 0.87% | 26 |
|
|
2023
Q4 | $5.23M | Buy |
138,774
+50,509
| +57% | +$1.79M | 1.05% | 19 |
|
|
2023
Q3 | $2.86M | Sell |
88,265
-25,795
| -23% | -$872K | 0.58% | 48 |
|
|
2023
Q2 | $4.24M | Buy |
114,060
+19,800
| +21% | +$733K | 0.77% | 26 |
|
|
2023
Q1 | $3.67M | Sell |
94,260
-158
| -0.2% | -$6.23K | 0.73% | 28 |
|
|
2022
Q4 | $3.72M | Buy |
94,418
+22,176
| +31% | +$836K | 0.8% | 29 |
|
|
2022
Q3 | $2.74M | Buy |
72,242
+6,862
| +10% | +$306K | 0.8% | 32 |
|
|
2022
Q2 | $3.32M | Buy |
65,380
+8,442
| +15% | +$427K | 0.72% | 36 |
|
|
2022
Q1 | $2.9M | Sell |
56,938
-17,822
| -24% | -$944K | 0.47% | 55 |
|
|
2021
Q4 | $3.88M | Buy |
74,760
+7,722
| +12% | +$403K | 0.62% | 40 |
|
|
2021
Q3 | $3.62M | Buy |
67,038
+13,472
| +25% | +$745K | 0.61% | 37 |
|
|
2021
Q2 | $3M | Buy |
53,566
+1,877
| +4% | +$108K | 0.46% | 52 |
|
|
2021
Q1 | $3M | Buy |
+51,689
| New | +$2.92M | 0.47% | 50 |
|
|
2020
Q2 | – | Sell |
-55,542
| Closed | -$2.98M | – | 135 |
|
|
2020
Q1 | $2.98M | Sell |
55,542
-183,918
| -77% | -$10.5M | 0.56% | 27 |
|
|
2019
Q4 | $14.7M | Sell |
239,460
-2,363
| -1% | -$143K | 1.57% | 10 |
|
|
2019
Q3 | $14.6M | Buy |
241,823
+153,491
| +174% | +$8.84M | 1.39% | 12 |
|
|
2019
Q2 | $5.05M | Sell |
88,332
-318,997
| -78% | -$18.4M | 0.44% | 45 |
|
|
2019
Q1 | $24.1M | Buy |
407,329
+361,566
| +790% | +$20.5M | 1.85% | 11 |
|
|
2018
Q4 | $2.57M | Sell |
45,763
-737,654
| -94% | -$41.9M | 0.29% | 40 |
|
|
2018
Q3 | $41.8M | Buy |
783,417
+205,873
| +36% | +$10.9M | 2.27% | 8 |
|
|
2018
Q2 | $29.1M | Buy |
577,544
+540,147
| +1,444% | +$26.1M | 1.54% | 20 |
|
|
2018
Q1 | $1.79M | Sell |
37,397
-1,115
| -3% | -$56K | 0.09% | 116 |
|
|
2017
Q4 | $2.04M | Buy |
38,512
+4,626
| +14% | +$227K | 0.09% | 151 |
|
|
2017
Q3 | $1.68M | Buy |
+33,886
| New | +$1.59M | 0.07% | 154 |
|
|
2017
Q2 | – | Sell |
-20,572
| Closed | -$1M | – | 372 |
|
|
2017
Q1 | $1M | Buy |
20,572
+674
| +3% | +$33.8K | 0.04% | 207 |
|
|
2016
Q4 | $1.06M | Buy |
+19,898
| New | +$994K | 0.05% | 199 |
|
|
2013
Q3 | – | Sell |
-1,227,844
| Closed | -$61.8M | – | 137 |
|
|
2013
Q2 | $61.8M | Buy |
+1,227,844
| New | +$62.7M | 4.43% | 4 |
|
Other funds holding VZ
VCM
VPM
WBI Investments's VZ Position: Q1 2026 in Review
WBI Investments reduced its Verizon (VZ) stake by 8.9% in Q1 2026, selling an estimated $332K and leaving 73,281 shares worth $3.68M. The position accounts for 1.02% of the portfolio, ranked #11.
WBI Investments first reported a position in VZ in Q2 2013 and has held it in 35 quarters since. The position peaked at $61.8M in Q2 2013. 3,261 funds tracked by Wall St. Rank hold VZ as of Q1 2026.
- WBI Investments held 73,281 shares of Verizon worth $3.68M as of Q1 2026.
- WBI Investments sold 7,161 Verizon shares in Q1 2026, an estimated $332K.
- Verizon made up 1.02% of WBI Investments's portfolio in Q1 2026, its #11 holding.
- WBI Investments first reported a position in Verizon in Q2 2013 and has held it in 35 quarters since.
- WBI Investments's Verizon position peaked at $61.8M in Q2 2013.
- 3,261 funds tracked by Wall St. Rank held Verizon as of Q1 2026.
Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.