Blodgett Wealth Advisors’s Verizon VZ Stock Holding History

Blodgett Wealth Advisors’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	$259K	Sell	5,641 -750	-12%	-$35.3K	0.18%	57
2026 Q2	$271K	Sell	6,391 -415	-6%	-$19.5K	0.18%	62
2026 Q1	$342K	Hold	6,806	–	–	0.27%	45
2025 Q4	$277K	Sell	6,806 -500	-7%	-$20.3K	0.19%	54
2025 Q3	$321K	Sell	7,306 -350	-5%	-$15.2K	0.22%	46
2025 Q2	$331K	Hold	7,656	–	–	0.26%	44
2025 Q1	$347K	Sell	7,656 -1,100	-13%	-$45.8K	0.3%	43
2024 Q4	$350K	Sell	8,756 -165	-2%	-$6.96K	0.27%	42
2024 Q3	$401K	Sell	8,921 -164	-2%	-$6.84K	0.34%	39
2024 Q2	$375K	Sell	9,085 -268	-3%	-$10.8K	0.32%	39
2024 Q1	$392K	Sell	9,353 -1,041	-10%	-$42K	0.35%	37
2023 Q4	$392K	Sell	10,394 -4,605	-31%	-$163K	0.4%	38
2023 Q3	$486K	Sell	14,999 -4,838	-24%	-$163K	0.53%	34
2023 Q2	$738K	Sell	19,837 -3,721	-16%	-$138K	0.76%	27
2023 Q1	$916K	Sell	23,558 -2,672	-10%	-$105K	1.06%	23
2022 Q4	$1.03M	Sell	26,230 -5,172	-16%	-$195K	1.26%	21
2022 Q3	$1.19M	Sell	31,402 -9,980	-24%	-$444K	1.43%	21
2022 Q2	$2.1M	Sell	41,382 -1,355	-3%	-$68.5K	2.3%	9
2022 Q1	$2.18M	Sell	42,737 -706	-2%	-$37.4K	1.81%	10
2021 Q4	$2.26M	Buy	+43,443	New	+$2.27M	1.75%	13

Other funds holding VZ

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Blodgett Wealth Advisors's VZ Position: Q3 2026 in Review

Blodgett Wealth Advisors reduced its Verizon (VZ) stake by 12% in Q3 2026, selling an estimated $35.3K and leaving 5,641 shares worth $259K. The position accounts for 0.18% of the portfolio, ranked #57.

Blodgett Wealth Advisors first reported a position in VZ in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.26M in Q4 2021. 2,819 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

Blodgett Wealth Advisors held 5,641 shares of Verizon worth $259K as of Q3 2026.
Blodgett Wealth Advisors sold 750 Verizon shares in Q3 2026, an estimated $35.3K.
Verizon made up 0.18% of Blodgett Wealth Advisors's portfolio in Q3 2026, its #57 holding.
Blodgett Wealth Advisors first reported a position in Verizon in Q4 2021 and has held it in 20 quarters since.
Blodgett Wealth Advisors's Verizon position peaked at $2.26M in Q4 2021.
2,819 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.