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Baldwin Investment Management’s Verizon VZ Stock Holding History

Baldwin Investment 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
2024
Q4 		– Sell
-6,909
Closed -$310K – 221
2024
Q3 		$310K Buy
6,909
+839
+14% +$35K 0.04% 182
2024
Q2 		$250K Sell
6,070
-216
-3% -$8.71K 0.03% 192
2024
Q1 		$264K Sell
6,286
-16
-0.3% -$645 0.04% 192
2023
Q4 		$238K Buy
+6,302
New +$223K 0.04% 188
2023
Q3 		– Sell
-6,252
Closed -$233K – 199
2023
Q2 		$233K Sell
6,252
-17,786
-74% -$658K 0.04% 181
2023
Q1 		$935K Sell
24,038
-1,668
-6% -$65.8K 0.17% 92
2022
Q4 		$1.01M Sell
25,706
-3,620
-12% -$136K 0.18% 84
2022
Q3 		$1.11K Sell
29,326
-5,757
-16% -$256K 0.23% 70
2022
Q2 		$1.78K Sell
35,083
-9,518
-21% -$481K 0.34% 57
2022
Q1 		$2.27K Buy
44,601
+378
+0.9% +$20K 0.34% 44
2021
Q4 		$2.3K Sell
44,223
-3,202
-7% -$167K 0.36% 50
2021
Q3 		$2.56M Sell
47,425
-5,519
-10% -$305K 0.45% 41
2021
Q2 		$2.97M Sell
52,944
-2,900
-5% -$166K 0.5% 34
2021
Q1 		$3.25M Sell
55,844
-111
-0.2% -$6.26K 0.59% 32
2020
Q4 		$3.29M Buy
55,955
+10,804
+24% +$642K 0.65% 26
2020
Q3 		$2.69M Buy
45,151
+26,295
+139% +$1.53M 0.63% 29
2020
Q2 		$1.04M Hold
18,856
– – 0.33% 51
2020
Q1 		$1.01M Buy
18,856
+750
+4% +$42.9K 0.35% 43
2019
Q4 		$1.11M Buy
18,106
+200
+1% +$12.1K 0.3% 53
2019
Q3 		$1.08M Buy
17,906
+250
+1% +$14.4K 0.31% 53
2019
Q2 		$1.01M Sell
17,656
-837
-5% -$48.2K 0.29% 55
2019
Q1 		$1.09M Buy
18,493
+100
+0.5% +$5.66K 0.33% 51
2018
Q4 		$1.03M Buy
18,393
+200
+1% +$11.3K 0.33% 46
2018
Q3 		$971K Sell
18,193
-600
-3% -$31.8K 0.28% 58
2018
Q2 		$945K Buy
18,793
+7,750
+70% +$375K 0.3% 56
2018
Q1 		$528K Hold
11,043
– – 0.19% 72
2017
Q4 		$585K Hold
11,043
– – 0.21% 70
2017
Q3 		$547K Hold
11,043
– – 0.21% 69
2017
Q2 		$493K Sell
11,043
-525
-5% -$24.5K 0.2% 73
2017
Q1 		$564K Sell
11,568
-100
-0.9% -$5.02K 0.22% 68
2016
Q4 		$623K Sell
11,668
-212
-2% -$10.6K 0.25% 63
2016
Q3 		$618K Sell
11,880
-131
-1% -$7.03K 0.26% 61
2016
Q2 		$671K Sell
12,011
-497
-4% -$25.8K 0.29% 53
2016
Q1 		$676K Sell
12,508
-550
-4% -$27.5K 0.29% 54
2015
Q4 		$604K Buy
13,058
+320
+3% +$14.5K 0.27% 57
2015
Q3 		$554K Buy
12,738
+159
+1% +$7.34K 0.24% 64
2015
Q2 		$586K Sell
12,579
-194
-2% -$9.5K 0.24% 66
2015
Q1 		$621K Hold
12,773
– – 0.25% 65
2014
Q4 		$598K Sell
12,773
-370
-3% -$18.1K 0.23% 68
2014
Q3 		$657K Hold
13,143
– – 0.27% 60
2014
Q2 		$643K Buy
13,143
+317
+2% +$15.4K 0.28% 62
2014
Q1 		$610K Buy
12,826
+6,051
+89% +$286K 0.27% 63
2013
Q4 		$333K Hold
6,775
– – 0.15% 99
2013
Q3 		$316K Buy
6,775
+498
+8% +$24.3K 0.15% 94
2013
Q2 		$316K Buy
+6,277
New +$320K 0.16% 93

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Baldwin Investment Management's VZ Position: Q4 2024 in Review

Baldwin Investment Management sold out of Verizon (VZ) in Q4 2024, closing a stake of 6,909 shares — an estimated $310K sold.

Baldwin Investment Management first reported a position in VZ in Q2 2013 and held it in 45 quarters. The position peaked at $3.29M in Q4 2020. 3,047 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

  • Baldwin Investment Management reported no remaining Verizon position as of Q4 2024 after selling out during the quarter.
  • Baldwin Investment Management sold 6,909 Verizon shares in Q4 2024, an estimated $310K.
  • Baldwin Investment Management first reported a position in Verizon in Q2 2013 and held it in 45 quarters.
  • Baldwin Investment Management's Verizon position peaked at $3.29M in Q4 2020.
  • 3,047 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on Baldwin Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.