David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  Verizon Communications Inc. (VZ)
← All VZ superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q3 0 0.00 Sell 100.00% 1.33 $34.55–46.50 · VW $39.47i SEC
2022   Q2 170,930 1.33 Reduce 39.78% 0.77 $43.77–52.18 · VW $47.38i $8,675,000 SEC
2022   Q1 283,852 1.94 Add 22.03% 0.35 $46.17–55.51 · VW $49.33i $14,459,000 SEC
2021   Q4 232,602 1.57 Reduce 2.43% 0.04 $49.69–54.83 · VW $52.58i $12,086,000 SEC
2021   Q3 238,397 1.81 Add 1.60% 0.03 $50.86–56.26 · VW $53.37i $12,876,000 SEC
2021   Q2 234,649 1.89 Add 11.98% 0.20 $55.31–59.85 · VW $56.98i $13,147,000 SEC
2021   Q1 209,539 1.82 Add 22.45% 0.33 $53.83–59.46 · VW $57.03i $12,185,000 SEC
2020   Q4 171,118 1.70 Add 4.17% 0.07 $54.48–61.95 · VW $57.06i $10,053,000 SEC
2020   Q3 164,272 1.90 Reduce 12.89% 0.26 $56.02–61.50 · VW $58.17i $9,773,000 SEC
2020   Q2 188,576 1.99 Add 1.21% 0.02 $52.85–58.23 · VW $56.19i $10,396,000 SEC
2020   Q1 186,313 2.28 Add 0.15% <0.01 $48.84–60.35 · VW $55.55i $10,011,000 SEC
2019   Q4 186,039 1.86 Add 1.89% 0.03 $58.34–62.22 · VW $60.00i $11,423,000 SEC
2019   Q3 182,597 1.96 Add 6.21% 0.11 $54.41–61.32 · VW $58.73i $11,022,000 SEC
2019   Q2 171,922 1.77 Add 1.62% 0.03 $54.26–60.54 · VW $56.69i $9,822,000 SEC
2019   Q1 169,187 1.74 Reduce 0.01% <0.01 $53.02–61.19 · VW $57.13i $10,004,000 SEC
2018   Q4 169,203 1.80 Reduce 5.71% 0.09 $52.28–61.58 · VW $56.31i $9,513,000 SEC
2018   Q3 179,441 1.55 Reduce 5.35% 0.09 $51.43–58.80 · VW $55.77i $9,580,000 SEC
2018   Q2 189,586 1.60 Add 0.03% <0.01 $46.09–53.00 · VW $50.24i $9,538,000 SEC
2018   Q1 189,526 1.51 Add 1.88% 0.03 $46.20–54.75 · VW $50.10i $9,063,000 SEC
2017   Q4 186,021 1.57 Add 7.17% 0.11 $43.97–54.77 · VW $50.94i $9,846,000 SEC
2017   Q3 173,573 1.42 Add 2.24% 0.03 $45.71–51.18 · VW $48.25i $8,590,000 SEC
2017   Q2 169,766 1.30 Add 5.52% 0.07 $42.80–48.57 · VW $46.59i $7,582,000 SEC
2017   Q1 160,878 1.38 Add 6.08% 0.08 $45.89–50.95 · VW $47.58i $7,843,000 SEC
2016   Q4 151,661 1.37 Add 12.84% 0.16 $46.01–54.83 · VW $49.95i $8,096,000 SEC
2016   Q3 134,405 1.23 Add 24.77% 0.24 $47.58–55.82 · VW $50.50i $6,986,000 SEC
2016   Q2 107,718 1.17 Add 1.60% 0.02 $49.05–56.95 · VW $53.80i $6,015,000 SEC
2016   Q1 106,017 1.13 Add 1.07% 0.01 $49.27–54.49 · VW $51.57i $5,733,000 SEC
2015   Q4 104,890 0.94 Add 3.04% 0.03 $43.79–49.99 · VW $47.92i $4,848,000 SEC
2015   Q3 101,795 0.64 Add 3.32% 0.02 $38.06–48.21 · VW $44.38i $4,429,000 SEC
2015   Q2 98,524 0.58 Add 13.66% 0.07 $45.66–50.86 · VW $47.77i $4,592,000 SEC
2015   Q1 86,682 0.49 Add 3.18% 0.02 $45.76–50.65 · VW $48.95i $4,215,000 SEC
2014   Q4 84,011 0.44 Add 22.00% 0.08 $45.09–51.73 · VW $47.51i $3,930,000 SEC
2014   Q3 68,863 0.40 Add 4.85% 0.02 $46.89–50.52 · VW $49.22i $3,442,000 SEC
2014   Q2 65,677 0.37 Add 43.41% 0.11 $46.60–53.66 · VW $50.23i $3,214,000 SEC
2014   Q1 45,797 0.26 Add 140.04% 0.15 $45.45–48.46 · VW $46.88i $2,179,000 SEC
2013   Q4 19,079 0.11 Buy 0.11 $46.58–51.46 · VW $48.69i $938,000 SEC
2008   Q3 0 0.00 Sell 100.00% 0.03 $21.64–34.08 · VW $27.85i SEC
2008   Q2 7,158 0.03 Reduce 0.46% <0.01 $31.28–37.46 · VW $33.55i $238,000 SEC
2008   Q1 7,191 0.02 Reduce 29.22% <0.01 $30.95–36.87 · VW $34.63i $245,000 SEC
2007   Q4 10,160 0.03 Add 9.06% <0.01 $33.05–42.91 · VW $37.40i $414,000 SEC
2007   Q3 9,316 0.03 Reduce 5.13% <0.01 $36.66–43.17 · VW $40.95i $385,000 SEC
2007   Q2 9,820 0.02 Reduce 0.54% <0.01 $35.71–41.17 · VW $38.89i $377,000 SEC
2007   Q1 9,873 0.03 Reduce 29.13% <0.01 $33.23–36.19 · VW $35.02i $350,000 SEC
2006   Q4 13,931 0.03 Reduce 13.08% <0.01 $31.72–36.11 · VW $34.60i $484,000 SEC
2006   Q3 16,028 0.04 Reduce 2.04% <0.01 $29.32–35.03 · VW $32.54i $535,000 SEC
2006   Q2 16,361 0.04 Reduce 3.29% <0.01 $27.07–30.60 · VW $29.36i $493,000 SEC
2006   Q1 16,917 0.03 Reduce 4.90% <0.01 $28.10–31.63 · VW $29.81i $518,000 SEC
2005   Q4 17,788 0.03 Add 12.67% <0.01 $26.98–29.19 · VW $28.21i $482,000 SEC
2005   Q3 15,787 0.03 Reduce 1.73% <0.01 $26.20–30.80 · VW $28.45i $464,000 SEC
2005   Q2 16,065 0.03 Add 3.52% <0.01 $30.57–32.60 · VW $31.32i $499,000 SEC
2005   Q1 15,518 0.03 Reduce 6.08% <0.01 $30.32–33.37 · VW $31.96i $495,000 SEC
2004   Q4 16,522 0.04 Add 1.77% <0.01 $31.55–38.01 · VW $33.86i $602,000 SEC
2004   Q3 16,234 0.05 Reduce 1.14% <0.01 $34.35–37.68 · VW $35.73i $575,000 SEC
2004   Q2 16,421 0.04 Add 4.97% <0.01 $30.69–35.10 · VW $33.48i $534,000 SEC
2004   Q1 15,643 0.04 Reduce 31.72% 0.03 $31.73–35.56 · VW $33.74i $514,000 SEC
2003   Q4 22,909 0.08 Reduce 0.31% <0.01 $28.60–34.06 · VW $31.93i $723,000 SEC
2003   Q3 22,981 0.09 Reduce 3.63% <0.01 $27.97–33.27 · VW $30.49i $670,000 SEC
2003   Q2 23,847 0.13 Reduce 19.48% 0.04 $31.16–37.19 · VW $33.27i $846,000 SEC
2003   Q1 29,617 0.19 Reduce 26.40% 0.06 $28.83–35.50 · VW $32.65i $942,000 SEC
2002   Q4 40,241 0.22 Reduce 5.63% 0.01 $31.34–39.85 · VW $35.21i $1,402,000 SEC
2002   Q3 42,643 0.22 Add 0.42% <0.01 $24.06–35.07 · VW $31.03i $1,052,000 SEC
2002   Q2 42,465 0.26 Reduce 47.69% 0.14 $23.39–40.23 · VW $31.10i $1,533,000 SEC
2002   Q1 81,172 0.29 Add 10.74% 0.03 $34.73–43.80 · VW $38.20i $1,855,000 SEC
2001   Q4 73,301 0.33 Add 9.72% 0.03 $40.59–46.70 · VW $42.99i $2,043,000 SEC
2001   Q3 66,806 0.40 Reduce 75.10% 1.60 $43.46–50.35 · VW $46.20i $2,012,000 SEC
2001   Q2 268,310 2.13 Add 3.30% 0.07 $45.96–51.62 · VW $48.76i $11,688,000 SEC
2001   Q1 259,729 2.22 Add 10.70% 0.21 $39.39–50.90 · VW $46.61i $11,515,000 SEC
2000   Q4 234,625 2.08 Add 12.48% 0.23 $41.82–53.40 · VW $48.21i $10,577,000 SEC
2000   Q3 208,591 2.18 Buy 2.18 $35.13–52.05 · VW $46.39i $9,086,000 SEC
Price snapshot:
Current price$42.68
52-week low$36.55
52-week high$50.06