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Baker Tilly Wealth Management’s Verizon VZ Stock Holding History

Baker Tilly Wealth 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
2026
Q3 		$551K Sell
12,004
-583
-5% -$27.4K 0.11% 158
2026
Q2 		$533K Sell
12,587
-4,958
-28% -$233K 0.11% 161
2026
Q1 		$881K Sell
17,545
-4,263
-20% -$198K 0.21% 101
2025
Q4 		$888K Sell
21,808
-7,087
-25% -$287K 0.22% 98
2025
Q3 		$1.27M Buy
28,895
+12,756
+79% +$552K 0.29% 59
2025
Q2 		$698K Sell
16,139
-920
-5% -$39.8K 0.25% 90
2025
Q1 		$774K Buy
17,059
+3,654
+27% +$152K 0.3% 86
2024
Q4 		$536K Sell
13,405
-1,849
-12% -$78K 0.21% 111
2024
Q3 		$685K Sell
15,254
-6,373
-29% -$266K 0.3% 83
2024
Q2 		$892K Sell
21,627
-47,260
-69% -$1.9M 0.36% 62
2024
Q1 		$2.89M Sell
68,887
-1,761
-2% -$71K 0.52% 41
2023
Q4 		$2.66M Sell
70,648
-2,818
-4% -$99.7K 0.44% 46
2023
Q3 		$2.38M Sell
73,466
-26,243
-26% -$887K 0.39% 55
2023
Q2 		$3.71M Buy
99,709
+4,070
+4% +$151K 0.39% 59
2023
Q1 		$3.72M Buy
95,639
+13,939
+17% +$550K 0.42% 54
2022
Q4 		$3.22M Buy
81,700
+1,898
+2% +$71.5K 0.4% 65
2022
Q3 		$3.03M Sell
79,802
-11,887
-13% -$529K 0.41% 53
2022
Q2 		$4.65M Buy
91,689
+4,414
+5% +$223K 0.61% 34
2022
Q1 		$4.45M Buy
87,275
+29,470
+51% +$1.56M 0.49% 46
2021
Q4 		$3M Sell
57,805
-320
-0.6% -$16.7K 0.32% 64
2021
Q3 		$3.14M Buy
58,125
+16,745
+40% +$926K 0.41% 46
2021
Q2 		$2.32M Buy
41,380
+5,183
+14% +$297K 0.37% 53
2021
Q1 		$2.1M Buy
36,197
+15,189
+72% +$857K 0.43% 51
2020
Q4 		$1.23M Buy
+21,008
New +$1.25M 0.38% 60

Other funds holding VZ

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Baker Tilly Wealth Management's VZ Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Verizon (VZ) stake by 4.6% in Q3 2026, selling an estimated $27.4K and leaving 12,004 shares worth $551K. The position accounts for 0.11% of the portfolio, ranked #158.

Baker Tilly Wealth Management first reported a position in VZ in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.65M in Q2 2022. 167 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Baker Tilly Wealth Management held 12,004 shares of Verizon worth $551K as of Q3 2026.
  • Baker Tilly Wealth Management sold 583 Verizon shares in Q3 2026, an estimated $27.4K.
  • Verizon made up 0.11% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #158 holding.
  • Baker Tilly Wealth Management first reported a position in Verizon in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's Verizon position peaked at $4.65M in Q2 2022.
  • 167 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.