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Apexium Financial’s Verizon VZ Stock Holding History

Apexium Financial’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
Q3 		$955K Buy
21,725
+393
+2% +$17K 0.05% 136
2025
Q2 		$923K Sell
21,332
-148
-0.7% -$6.41K 0.05% 134
2025
Q1 		$974K Buy
21,480
+2,288
+12% +$95.2K 0.06% 121
2024
Q4 		$768K Buy
19,192
+7,121
+59% +$300K 0.05% 126
2024
Q3 		$542K Sell
12,071
-50
-0.4% -$2.09K 0.04% 139
2024
Q2 		$500K Buy
12,121
+138
+1% +$5.56K 0.04% 139
2024
Q1 		$503K Sell
11,983
-12,692
-51% -$512K 0.04% 139
2023
Q4 		$930K Buy
24,675
+12,284
+99% +$435K 0.07% 120
2023
Q3 		$402K Sell
12,391
-322
-3% -$10.9K 0.04% 147
2023
Q2 		$473K Sell
12,713
-1,092
-8% -$40.4K 0.04% 136
2023
Q1 		$537K Buy
13,805
+532
+4% +$21K 0.05% 128
2022
Q4 		$523K Sell
13,273
-205
-2% -$7.72K 0.05% 128
2022
Q3 		$512K Buy
+13,478
New +$600K 0.06% 122
2020
Q3 		– Sell
-4,103
Closed -$226K – 78
2020
Q2 		$226K Buy
+4,103
New +$231K 0.2% 58
2020
Q1 		– Sell
-4,936
Closed -$303K – 86
2019
Q4 		$303K Buy
+4,936
New +$298K 0.39% 47

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Apexium Financial's VZ Position: Q3 2025 in Review

Apexium Financial increased its Verizon (VZ) stake by 1.8% in Q3 2025, buying an estimated $17K and bringing the position to 21,725 shares worth $955K. The position accounts for 0.05% of the portfolio, ranked #136.

Apexium Financial first reported a position in VZ in Q4 2019 and has held it in 15 quarters since. The position peaked at $974K in Q1 2025. 3,037 funds tracked by Wall St. Rank hold VZ as of Q3 2025.

  • Apexium Financial held 21,725 shares of Verizon worth $955K as of Q3 2025.
  • Apexium Financial bought 393 Verizon shares in Q3 2025, an estimated $17K.
  • Verizon made up 0.05% of Apexium Financial's portfolio in Q3 2025, its #136 holding.
  • Apexium Financial first reported a position in Verizon in Q4 2019 and has held it in 15 quarters since.
  • Apexium Financial's Verizon position peaked at $974K in Q1 2025.
  • 3,037 funds tracked by Wall St. Rank held Verizon as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.