Burns Matteson Capital Management’s Verizon VZ Stock Holding History

Burns Matteson Capital 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
2025 Q4	–	Sell	-9,431	Closed	-$414K	–	257
2025 Q3	$414K	Sell	9,431 -14	-0.1%	-$606	0.16%	110
2025 Q2	$409K	Buy	+9,445	New	+$409K	0.2%	107
2023 Q3	–	Sell	-20,266	Closed	-$754K	–	180
2023 Q2	$754K	Sell	20,266 -341	-2%	-$12.6K	0.46%	38
2023 Q1	$801K	Sell	20,607 -343	-2%	-$13.5K	0.51%	34
2022 Q4	$825K	Buy	20,950 +8,599	+70%	+$324K	0.55%	38
2022 Q3	$469K	Sell	12,351 -11,363	-48%	-$506K	0.34%	43
2022 Q2	$1.2M	Buy	23,714 +15,775	+199%	+$798K	0.85%	20
2022 Q1	$404K	Buy	7,939 +21	+0.3%	+$1.11K	0.28%	75
2021 Q4	$411K	Sell	7,918 -1,466	-16%	-$76.5K	0.28%	94
2021 Q3	$507K	Sell	9,384 -951	-9%	-$52.6K	0.38%	50
2021 Q2	$579K	Buy	10,335 +53	+0.5%	+$3.04K	0.46%	38
2021 Q1	$598K	Sell	10,282 -1,406	-12%	-$79.3K	0.57%	31
2020 Q4	$687K	Buy	+11,688	New	+$694K	0.76%	27

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Burns Matteson Capital Management's VZ Position: Q4 2025 in Review

Burns Matteson Capital Management sold out of Verizon (VZ) in Q4 2025, closing a stake of 9,431 shares — an estimated $414K sold.

Burns Matteson Capital Management first reported a position in VZ in Q4 2020 and held it in 13 quarters. The position peaked at $1.2M in Q2 2022. 3,102 funds tracked by Wall St. Rank hold VZ as of Q4 2025.

Burns Matteson Capital Management reported no remaining Verizon position as of Q4 2025 after selling out during the quarter.
Burns Matteson Capital Management sold 9,431 Verizon shares in Q4 2025, an estimated $414K.
Burns Matteson Capital Management first reported a position in Verizon in Q4 2020 and held it in 13 quarters.
Burns Matteson Capital Management's Verizon position peaked at $1.2M in Q2 2022.
3,102 funds tracked by Wall St. Rank held Verizon as of Q4 2025.

Based on Burns Matteson Capital Management's 13F filing for Q4 2025, filed 15 Jan 2026.