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Appleton Partners’s Verizon VZ Stock Holding History

Appleton Partners’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
Q2 		$335K Sell
7,917
-200
-2% -$9.38K 0.02% 235
2026
Q1 		$407K Sell
8,117
-2,613
-24% -$121K 0.03% 203
2025
Q4 		$437K Buy
10,730
+181
+2% +$7.34K 0.03% 200
2025
Q3 		$464K Buy
10,549
+1,281
+14% +$55.5K 0.03% 193
2025
Q2 		$401K Buy
9,268
+74
+0.8% +$3.21K 0.03% 199
2025
Q1 		$417K Buy
9,194
+56
+0.6% +$2.33K 0.03% 197
2024
Q4 		$365K Buy
9,138
+1,468
+19% +$61.9K 0.03% 203
2024
Q3 		$344K Sell
7,670
-135
-2% -$5.63K 0.03% 207
2024
Q2 		$322K Buy
7,805
+495
+7% +$19.9K 0.02% 212
2024
Q1 		$307K Sell
7,310
-1,431
-16% -$57.7K 0.02% 225
2023
Q4 		$330K Sell
8,741
-41
-0.5% -$1.45K 0.03% 230
2023
Q3 		$285K Sell
8,782
-1,078
-11% -$36.4K 0.03% 247
2023
Q2 		$367K Sell
9,860
-57,830
-85% -$2.14M 0.03% 228
2023
Q1 		$2.63M Buy
67,690
+458
+0.7% +$18.1K 0.23% 93
2022
Q4 		$2.65M Sell
67,232
-7,923
-11% -$299K 0.25% 94
2022
Q3 		$2.85M Sell
75,155
-3,228
-4% -$144K 0.29% 87
2022
Q2 		$3.98M Sell
78,383
-4,367
-5% -$221K 0.38% 74
2022
Q1 		$4.21M Sell
82,750
-8,886
-10% -$471K 0.34% 78
2021
Q4 		$4.76M Sell
91,636
-11,618
-11% -$606K 0.36% 79
2021
Q3 		$5.58M Sell
103,254
-1,311
-1% -$72.5K 0.46% 64
2021
Q2 		$5.86M Sell
104,565
-933
-0.9% -$53.5K 0.5% 59
2021
Q1 		$6.13M Sell
105,498
-3,909
-4% -$221K 0.57% 51
2020
Q4 		$6.43M Buy
109,407
+703
+0.6% +$41.8K 0.63% 42
2020
Q3 		$6.47M Buy
108,704
+386
+0.4% +$22.4K 0.71% 38
2020
Q2 		$5.97M Sell
108,318
-1,189
-1% -$66.9K 0.72% 36
2020
Q1 		$5.88M Buy
109,507
+3,232
+3% +$185K 0.82% 33
2019
Q4 		$6.53M Buy
106,275
+1,845
+2% +$111K 0.72% 38
2019
Q3 		$6.3M Buy
104,430
+19
+0% +$1.09K 0.76% 36
2019
Q2 		$5.96M Buy
104,411
+5,643
+6% +$325K 0.74% 37
2019
Q1 		$5.84M Buy
98,768
+5,473
+6% +$310K 0.77% 36
2018
Q4 		$5.25M Sell
93,295
-2,602
-3% -$148K 0.79% 39
2018
Q3 		$5.12M Sell
95,897
-1,451
-1% -$76.8K 0.68% 44
2018
Q2 		$4.9M Sell
97,348
-13,931
-13% -$674K 0.7% 46
2018
Q1 		$5.32M Sell
111,279
-987
-0.9% -$49.6K 0.81% 37
2017
Q4 		$5.94M Sell
112,266
-1,631
-1% -$80.2K 0.92% 28
2017
Q3 		$5.64M Sell
113,897
-1,812
-2% -$85.3K 0.95% 29
2017
Q2 		$5.17M Sell
115,709
-21,042
-15% -$980K 0.87% 35
2017
Q1 		$6.67M Sell
136,751
-11,885
-8% -$596K 1.23% 19
2016
Q4 		$7.93M Sell
148,636
-6,699
-4% -$335K 1.6% 14
2016
Q3 		$8.07M Sell
155,335
-1,167
-0.7% -$62.6K 1.52% 14
2016
Q2 		$8.74M Sell
156,502
-1,566
-1% -$81.2K 1.79% 12
2016
Q1 		$8.55M Sell
158,068
-118
-0.1% -$5.9K 1.69% 11
2015
Q4 		$7.31M Buy
158,186
+2,396
+2% +$109K 1.44% 19
2015
Q3 		$6.78M Buy
155,790
+3,350
+2% +$155K 1.54% 17
2015
Q2 		$7.11M Sell
152,440
-3,162
-2% -$155K 1.59% 18
2015
Q1 		$7.57M Sell
155,602
-4,092
-3% -$197K 1.71% 15
2014
Q4 		$7.47M Buy
159,694
+2,178
+1% +$107K 1.71% 17
2014
Q3 		$7.87M Sell
157,516
-2,216
-1% -$110K 1.84% 11
2014
Q2 		$7.82M Sell
159,732
-9,248
-5% -$448K 1.83% 11
2014
Q1 		$8.04M Sell
168,980
-25,227
-13% -$1.19M 1.9% 10
2013
Q4 		$9.54M Buy
194,207
+5,790
+3% +$285K 2.29% 6
2013
Q3 		$8.79M Buy
188,417
+986
+0.5% +$48.1K 2.36% 6
2013
Q2 		$9.44M Buy
+187,431
New +$9.57M 2.72% 6

Other funds holding VZ

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Appleton Partners's VZ Position: Q2 2026 in Review

Appleton Partners reduced its Verizon (VZ) stake by 2.5% in Q2 2026, selling an estimated $9.38K and leaving 7,917 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #235.

Appleton Partners first reported a position in VZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.54M in Q4 2013. 809 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Appleton Partners held 7,917 shares of Verizon worth $335K as of Q2 2026.
  • Appleton Partners sold 200 Verizon shares in Q2 2026, an estimated $9.38K.
  • Verizon made up 0.02% of Appleton Partners's portfolio in Q2 2026, its #235 holding.
  • Appleton Partners first reported a position in Verizon in Q2 2013 and has held it in 53 quarters since.
  • Appleton Partners's Verizon position peaked at $9.54M in Q4 2013.
  • 809 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.