Adams Diversified Equity Fund’s Verizon VZ Stock Holding History

Adams Diversified Equity Fund’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
2025 Q1	–	Sell	-378,300	Closed	-$15.1M	–	111
2024 Q4	$15.1M	Sell	378,300 -33,100	-8%	-$1.4M	0.57%	62
2024 Q3	$18.5M	Sell	411,400 -104,100	-20%	-$4.34M	0.68%	49
2024 Q2	$21.3M	Sell	515,500 -101,500	-16%	-$4.09M	0.73%	45
2024 Q1	$25.9M	Buy	617,000 +154,200	+33%	+$6.22M	0.92%	37
2023 Q4	$17.4M	Hold	462,800	–	–	0.69%	56
2023 Q3	$15M	Hold	462,800	–	–	0.64%	61
2023 Q2	$17.2M	Buy	+462,800	New	+$17.1M	0.72%	55
2023 Q1	–	Sell	-259,000	Closed	-$10.2M	–	108
2022 Q4	$10.2M	Buy	259,000 +150,600	+139%	+$5.67M	0.49%	82
2022 Q3	$4.12M	Sell	108,400 -106,900	-50%	-$4.76M	0.21%	90
2022 Q2	$10.9M	Sell	215,300 -221,000	-51%	-$11.2M	0.52%	79
2022 Q1	$22.2M	Buy	+436,300	New	+$23.1M	0.88%	46
2020 Q3	–	Sell	-86,800	Closed	-$4.79M	–	119
2020 Q2	$4.79M	Hold	86,800	–	–	0.25%	100
2020 Q1	$4.66M	Hold	86,800	–	–	0.3%	84
2019 Q4	$5.33M	Hold	86,800	–	–	0.27%	87
2019 Q3	$5.24M	Hold	86,800	–	–	0.28%	87
2019 Q2	$4.96M	Hold	86,800	–	–	0.26%	88
2019 Q1	$5.13M	Buy	+86,800	New	+$4.92M	0.28%	88
2018 Q3	–	Sell	-171,600	Closed	-$8.63M	–	232
2018 Q2	$8.63M	Hold	171,600	–	–	0.46%	75
2018 Q1	$8.21M	Hold	171,600	–	–	0.45%	76
2017 Q4	$9.08M	Hold	171,600	–	–	0.49%	75
2017 Q3	$8.49M	Hold	171,600	–	–	0.46%	79
2017 Q2	$7.66M	Sell	171,600 -217,400	-56%	-$10.1M	0.43%	75
2017 Q1	$19M	Hold	389,000	–	–	1.09%	36
2016 Q4	$20.8M	Hold	389,000	–	–	1.29%	28
2016 Q3	$21.7M	Hold	389,000	–	–	1.46%	23
2016 Q2	$21.7M	Hold	389,000	–	–	1.46%	23
2016 Q1	$21M	Hold	389,000	–	–	1.46%	24
2015 Q4	$18M	Hold	389,000	–	–	1.24%	34
2015 Q3	$16.9M	Hold	389,000	–	–	1.22%	35
2015 Q2	$18.1M	Hold	389,000	–	–	1.2%	36
2015 Q1	$18.9M	Hold	389,000	–	–	1.25%	31
2014 Q4	$18.2M	Sell	389,000 -31,000	-7%	-$1.52M	1.2%	30
2014 Q3	$21M	Hold	420,000	–	–	1.38%	24
2014 Q2	$20.6M	Hold	420,000	–	–	1.37%	24
2014 Q1	$20M	Buy	420,000 +105,000	+33%	+$4.97M	1.41%	26
2013 Q4	$15.5M	Hold	315,000	–	–	1.1%	37
2013 Q3	$14.7M	Hold	315,000	–	–	1.12%	40
2013 Q2	$15.9M	Buy	+315,000	New	+$16.1M	1.26%	33

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Adams Diversified Equity Fund's VZ Position: Q1 2025 in Review

Adams Diversified Equity Fund sold out of Verizon (VZ) in Q1 2025, closing a stake of 378,300 shares — an estimated $15.1M sold.

Adams Diversified Equity Fund first reported a position in VZ in Q2 2013 and held it in 38 quarters. The position peaked at $25.9M in Q1 2024. 3,057 funds tracked by Wall St. Rank hold VZ as of Q1 2025.

Adams Diversified Equity Fund reported no remaining Verizon position as of Q1 2025 after selling out during the quarter.
Adams Diversified Equity Fund sold 378,300 Verizon shares in Q1 2025, an estimated $15.1M.
Adams Diversified Equity Fund first reported a position in Verizon in Q2 2013 and held it in 38 quarters.
Adams Diversified Equity Fund's Verizon position peaked at $25.9M in Q1 2024.
3,057 funds tracked by Wall St. Rank held Verizon as of Q1 2025.

Based on Adams Diversified Equity Fund's 13F filing for Q1 2025, filed 23 Apr 2025.