Baldwin Wealth Partners’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$269K Sell
6,351
-424
-6% -$19.9K 0.02% 196
2026
Q1
$340K Sell
6,775
-701
-9% -$32.5K 0.02% 173
2025
Q4
$304K Hold
7,476
0.02% 198
2025
Q3
$329K Buy
7,476
+678
+10% +$29.3K 0.02% 183
2025
Q2
$294K Sell
6,798
-156
-2% -$6.75K 0.02% 185
2025
Q1
$315K Sell
6,954
-820
-11% -$34.1K 0.02% 176
2024
Q4
$311K Sell
7,774
-3,104
-29% -$131K 0.02% 187
2024
Q3
$489K Buy
10,878
+7,752
+248% +$324K 0.03% 201
2024
Q2
$129K Buy
3,126
+76
+2% +$3.06K 0.01% 237
2024
Q1
$128K Sell
3,050
-156
-5% -$6.29K 0.01% 245
2023
Q4
$121K Sell
3,206
-150
-4% -$5.31K 0.01% 256
2023
Q3
$109K Sell
3,356
-11,218
-77% -$379K 0.01% 291
2023
Q2
$542K Sell
14,574
-197,350
-93% -$7.3M 0.04% 150
2023
Q1
$8.24M Buy
211,924
+2,481
+1% +$97.8K 0.72% 44
2022
Q4
$8.25M Sell
209,443
-22,320
-10% -$841K 0.75% 46
2022
Q3
$8.8M Sell
231,763
-3,529
-1% -$157K 1.22% 27
2022
Q2
$11.9M Sell
235,292
-10,710
-4% -$542K 1.55% 22
2022
Q1
$12.5M Buy
246,002
+11,207
+5% +$594K 1.33% 25
2021
Q4
$12.2M Sell
234,795
-3,090
-1% -$161K 1.22% 27
2021
Q3
$12.8M Sell
237,885
-9,298
-4% -$514K 1.43% 25
2021
Q2
$13.8M Sell
247,183
-21,725
-8% -$1.25M 1.51% 25
2021
Q1
$15.6M Sell
268,908
-17,335
-6% -$978K 1.86% 16
2020
Q4
$16.8M Buy
286,243
+4,037
+1% +$240K 2.11% 12
2020
Q3
$16.8M Sell
282,206
-827
-0.3% -$48K 2.3% 10
2020
Q2
$15.6M Buy
283,033
+969
+0.3% +$54.5K 2.29% 11
2020
Q1
$15.2M Buy
282,064
+34,192
+14% +$1.96M 2.65% 9
2019
Q4
$15.2M Buy
247,872
+1,210
+0.5% +$73K 2.13% 12
2019
Q3
$14.9M Buy
246,662
+7,294
+3% +$420K 2.24% 10
2019
Q2
$13.7M Sell
239,368
-725
-0.3% -$41.8K 2.02% 13
2019
Q1
$14.2M Buy
240,093
+2,628
+1% +$149K 2.11% 14
2018
Q4
$13.4M Buy
237,465
+66,370
+39% +$3.77M 2.24% 14
2018
Q3
$9.13M Buy
171,095
+4,501
+3% +$238K 1.28% 27
2018
Q2
$8.38M Buy
166,594
+1,834
+1% +$88.8K 1.3% 27
2018
Q1
$7.88M Buy
164,760
+3,635
+2% +$183K 1.27% 27
2017
Q4
$8.53M Buy
161,125
+590
+0.4% +$29K 1.33% 26
2017
Q3
$7.95M Buy
160,535
+2,775
+2% +$131K 1.28% 28
2017
Q2
$7.05M Buy
157,760
+4,700
+3% +$219K 1.13% 32
2017
Q1
$7.46M Buy
153,060
+138,568
+956% +$6.95M 1.23% 31
2016
Q4
$774K Buy
14,492
+713
+5% +$35.6K 0.14% 94
2016
Q3
$716K Sell
13,779
-1,105
-7% -$59.3K 0.13% 96
2016
Q2
$831K Buy
14,884
+550
+4% +$28.5K 0.17% 83
2016
Q1
$775K Buy
14,334
+4,780
+50% +$239K 0.14% 121
2015
Q4
$442K Sell
9,554
-5,552
-37% -$252K 0.07% 165
2015
Q3
$657K Sell
15,106
-200
-1% -$9.23K 0.11% 146
2015
Q2
$713K Sell
15,306
-1,000
-6% -$49K 0.11% 150
2015
Q1
$793K Buy
16,306
+136
+0.8% +$6.56K 0.12% 141
2014
Q4
$756K Sell
16,170
-6,823
-30% -$334K 0.11% 148
2014
Q3
$1.15M Buy
22,993
+1,682
+8% +$83.6K 0.16% 125
2014
Q2
$1.04M Buy
21,311
+294
+1% +$14.2K 0.15% 127
2014
Q1
$1M Sell
21,017
-3,134
-13% -$148K 0.16% 123
2013
Q4
$1.19M Sell
24,151
-3,444
-12% -$169K 0.19% 112
2013
Q3
$1.29M Sell
27,595
-67,757
-71% -$3.31M 0.24% 99
2013
Q2
$4.8M Buy
+95,352
New +$4.87M 0.95% 34

Other funds holding VZ

Baldwin Wealth Partners's VZ Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its Verizon (VZ) stake by 6.3% in Q2 2026, selling an estimated $19.9K and leaving 6,351 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #196.

Baldwin Wealth Partners first reported a position in VZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $16.8M in Q4 2020. 1,461 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Baldwin Wealth Partners held 6,351 shares of Verizon worth $269K as of Q2 2026.
  • Baldwin Wealth Partners sold 424 Verizon shares in Q2 2026, an estimated $19.9K.
  • Verizon made up 0.02% of Baldwin Wealth Partners's portfolio in Q2 2026, its #196 holding.
  • Baldwin Wealth Partners first reported a position in Verizon in Q2 2013 and has held it in 53 quarters since.
  • Baldwin Wealth Partners's Verizon position peaked at $16.8M in Q4 2020.
  • 1,461 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.