Blue Bell Private Wealth Management’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 | $26K | Hold |
614
| – | – | ﹤0.01% | 500 |
|
|
2026
Q1 | $30.8K | Hold |
614
| – | – | ﹤0.01% | 463 |
|
|
2025
Q4 | $25K | Sell |
614
-3,548
| -85% | -$144K | ﹤0.01% | 469 |
|
|
2025
Q3 | $183K | Buy |
4,162
+524
| +14% | +$22.7K | 0.03% | 256 |
|
|
2025
Q2 | $157K | Buy |
3,638
+753
| +26% | +$32.6K | 0.03% | 262 |
|
|
2025
Q1 | $131K | Buy |
2,885
+467
| +19% | +$19.4K | 0.02% | 263 |
|
|
2024
Q4 | $96.7K | Sell |
2,418
-17
| -0.7% | -$717 | 0.02% | 278 |
|
|
2024
Q3 | $109K | Sell |
2,435
-2,023
| -45% | -$84.4K | 0.02% | 270 |
|
|
2024
Q2 | $184K | Buy |
4,458
+62
| +1% | +$2.5K | 0.04% | 200 |
|
|
2024
Q1 | $184K | Sell |
4,396
-803
| -15% | -$32.4K | 0.04% | 195 |
|
|
2023
Q4 | $196K | Buy |
5,199
+2,060
| +66% | +$72.9K | 0.05% | 171 |
|
|
2023
Q3 | $102K | Sell |
3,139
-2,843
| -48% | -$96.1K | 0.03% | 199 |
|
|
2023
Q2 | $222K | Buy |
5,982
+1,142
| +24% | +$42.3K | 0.06% | 131 |
|
|
2023
Q1 | $188K | Hold |
4,840
| – | – | 0.06% | 124 |
|
|
2022
Q4 | $191K | Sell |
4,840
-473
| -9% | -$17.8K | 0.06% | 113 |
|
|
2022
Q3 | $202K | Buy |
5,313
+111
| +2% | +$4.94K | 0.07% | 107 |
|
|
2022
Q2 | $264K | Sell |
5,202
-224
| -4% | -$11.3K | 0.09% | 91 |
|
|
2022
Q1 | $276K | Buy |
5,426
+3,412
| +169% | +$181K | 0.08% | 92 |
|
|
2021
Q4 | $105K | Buy |
+2,014
| New | +$105K | 0.03% | 159 |
|
|
2016
Q4 | – | Sell |
-3,905
| Closed | -$203K | – | 393 |
|
|
2016
Q3 | $203K | Buy |
3,905
+338
| +9% | +$18.1K | 0.12% | 88 |
|
|
2016
Q2 | $200K | Sell |
3,567
-1,160
| -25% | -$60.2K | 0.13% | 92 |
|
|
2016
Q1 | $256K | Buy |
4,727
+1,650
| +54% | +$82.5K | 0.17% | 84 |
|
|
2015
Q4 | $142K | Sell |
3,077
-200
| -6% | -$9.08K | 0.1% | 120 |
|
|
2015
Q3 | $143K | Sell |
3,277
-686
| -17% | -$31.7K | 0.1% | 116 |
|
|
2015
Q2 | $185K | Sell |
3,963
-584
| -13% | -$28.6K | 0.11% | 103 |
|
|
2015
Q1 | $221K | Buy |
4,547
+148
| +3% | +$7.14K | 0.13% | 85 |
|
|
2014
Q4 | $205K | Sell |
4,399
-100
| -2% | -$4.89K | 0.12% | 99 |
|
|
2014
Q3 | $225K | Hold |
4,499
| – | – | 0.13% | 93 |
|
|
2014
Q2 | $220K | Hold |
4,499
| – | – | 0.13% | 94 |
|
|
2014
Q1 | $214K | Buy |
4,499
+338
| +8% | +$16K | 0.14% | 81 |
|
|
2013
Q4 | $204K | Buy |
+4,161
| New | +$205K | 0.16% | 85 |
|
|
2013
Q3 | – | Sell |
-4,281
| Closed | -$216K | – | 79 |
|
|
2013
Q2 | $216K | Buy |
+4,281
| New | +$218K | 0.19% | 62 |
|
Other funds holding VZ
Blue Bell Private Wealth Management's VZ Position: Q2 2026 in Review
Blue Bell Private Wealth Management held its Verizon (VZ) position steady in Q2 2026 at 614 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #500.
Blue Bell Private Wealth Management first reported a position in VZ in Q2 2013 and has held it in 32 quarters since. The position peaked at $276K in Q1 2022. 3,125 funds tracked by Wall St. Rank hold VZ as of Q2 2026.
- Blue Bell Private Wealth Management held 614 shares of Verizon worth $26K as of Q2 2026.
- Blue Bell Private Wealth Management left its Verizon share count unchanged in Q2 2026.
- Verizon made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #500 holding.
- Blue Bell Private Wealth Management first reported a position in Verizon in Q2 2013 and has held it in 32 quarters since.
- Blue Bell Private Wealth Management's Verizon position peaked at $276K in Q1 2022.
- 3,125 funds tracked by Wall St. Rank held Verizon as of Q2 2026.
Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.