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Avalon Capital Management’s Verizon VZ Stock Holding History

Avalon Capital Management’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
-7,952
Closed -$318K – 157
2024
Q4 		$318K Sell
7,952
-300
-4% -$12.7K 0.1% 104
2024
Q3 		$371K Sell
8,252
-2,800
-25% -$117K 0.11% 95
2024
Q2 		$456K Buy
11,052
+800
+8% +$32.2K 0.14% 76
2024
Q1 		$430K Sell
10,252
-3,070
-23% -$124K 0.18% 56
2023
Q4 		$502K Buy
+13,322
New +$471K 0.21% 50
2020
Q2 		– Sell
-41,876
Closed -$2.25M – 31
2020
Q1 		$2.25M Sell
41,876
-290
-0.7% -$16.6K 2.67% 14
2019
Q4 		$2.59M Sell
42,166
-495
-1% -$29.9K 3.15% 15
2019
Q3 		$2.58M Sell
42,661
-1,984
-4% -$114K 3.05% 13
2019
Q2 		$2.55M Sell
44,645
-11,910
-21% -$686K 2.91% 13
2019
Q1 		$3.34M Buy
56,555
+14,105
+33% +$799K 2.84% 15
2018
Q4 		$2.39M Sell
42,450
-8,287
-16% -$470K 2.55% 14
2018
Q3 		$2.71M Sell
50,737
-2,444
-5% -$129K 2.47% 17
2018
Q2 		$2.68M Buy
+53,181
New +$2.57M 2.66% 16
2014
Q4 		– Sell
-41,369
Closed -$2.07M – 88
2014
Q3 		$2.07M Buy
41,369
+21,706
+110% +$1.08M 1.72% 17
2014
Q2 		$962K Sell
19,663
-1,587
-7% -$76.9K 0.8% 43
2014
Q1 		$1.01M Sell
21,250
-4,264
-17% -$202K 0.82% 48
2013
Q4 		$1.25M Buy
25,514
+10
+0% +$492 1.06% 31
2013
Q3 		$1.19M Buy
+25,504
New +$1.24M 1.17% 25

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Avalon Capital Management's VZ Position: Q1 2025 in Review

Avalon Capital Management sold out of Verizon (VZ) in Q1 2025, closing a stake of 7,952 shares — an estimated $318K sold.

Avalon Capital Management first reported a position in VZ in Q3 2013 and held it in 18 quarters. The position peaked at $3.34M in Q1 2019. 3,057 funds tracked by Wall St. Rank hold VZ as of Q1 2025.

  • Avalon Capital Management reported no remaining Verizon position as of Q1 2025 after selling out during the quarter.
  • Avalon Capital Management sold 7,952 Verizon shares in Q1 2025, an estimated $318K.
  • Avalon Capital Management first reported a position in Verizon in Q3 2013 and held it in 18 quarters.
  • Avalon Capital Management's Verizon position peaked at $3.34M in Q1 2019.
  • 3,057 funds tracked by Wall St. Rank held Verizon as of Q1 2025.

Based on Avalon Capital Management's 13F filing for Q1 2025, filed 7 May 2025.