Williams & Novak’s Verizon VZ Stock Holding History

Williams & Novak’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	–	Sell	-5,526	Closed	-$225K	–	162
2025 Q4	$225K	Buy	+5,526	New	+$224K	0.17%	102
2024 Q4	–	Sell	-5,145	Closed	-$231K	–	145
2024 Q3	$231K	Hold	5,145	–	–	0.22%	97
2024 Q2	$212K	Buy	+5,145	New	+$207K	0.2%	102

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

Williams & Novak's VZ Position: Q1 2026 in Review

Williams & Novak sold out of Verizon (VZ) in Q1 2026, closing a stake of 5,526 shares — an estimated $225K sold.

Williams & Novak first reported a position in VZ in Q2 2024 and held it in 3 quarters. The position peaked at $231K in Q3 2024. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Williams & Novak reported no remaining Verizon position as of Q1 2026 after selling out during the quarter.
Williams & Novak sold 5,526 Verizon shares in Q1 2026, an estimated $225K.
Williams & Novak first reported a position in Verizon in Q2 2024 and held it in 3 quarters.
Williams & Novak's Verizon position peaked at $231K in Q3 2024.
3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Williams & Novak's 13F filing for Q1 2026, filed 21 Apr 2026.