Calton & Associates’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.65M | Sell |
32,819
-1,818
| -5% | -$84.3K | 0.24% | 86 |
|
|
2025
Q4 | $1.41M | Buy |
34,637
+1,747
| +5% | +$70.9K | 0.21% | 98 |
|
|
2025
Q3 | $1.45M | Buy |
32,890
+4,622
| +16% | +$200K | 0.22% | 90 |
|
|
2025
Q2 | $1.22M | Sell |
28,268
-5,732
| -17% | -$248K | 0.21% | 89 |
|
|
2025
Q1 | $1.54M | Buy |
34,000
+25,494
| +300% | +$1.06M | 0.35% | 59 |
|
|
2024
Q4 | $340K | Sell |
8,506
-19,860
| -70% | -$838K | 0.15% | 140 |
|
|
2024
Q3 | $1.27M | Buy |
28,366
+18,551
| +189% | +$774K | 0.49% | 51 |
|
|
2024
Q2 | $405K | Buy |
9,815
+292
| +3% | +$11.8K | 0.2% | 109 |
|
|
2024
Q1 | $400K | Sell |
9,523
-5,663
| -37% | -$228K | 0.19% | 117 |
|
|
2023
Q4 | $573K | Sell |
15,186
-7,400
| -33% | -$262K | 0.23% | 99 |
|
|
2023
Q3 | $732K | Buy |
22,586
+7,057
| +45% | +$238K | 1.07% | 24 |
|
|
2023
Q2 | $578K | Buy |
15,529
+464
| +3% | +$17.2K | 0.27% | 94 |
|
|
2023
Q1 | $586K | Sell |
15,065
-15,139
| -50% | -$597K | 0.27% | 89 |
|
|
2022
Q4 | $1.19M | Buy |
30,204
+10,192
| +51% | +$384K | 0.46% | 55 |
|
|
2022
Q3 | $759K | Buy |
20,012
+924
| +5% | +$41.2K | 0.43% | 56 |
|
|
2022
Q2 | $968K | Sell |
19,088
-9,420
| -33% | -$477K | 0.54% | 43 |
|
|
2022
Q1 | $1.45M | Sell |
28,508
-1,670
| -6% | -$88.5K | 0.43% | 56 |
|
|
2021
Q4 | $1.57M | Sell |
30,178
-300
| -1% | -$15.7K | 0.42% | 57 |
|
|
2021
Q3 | $1.65M | Sell |
30,478
-818
| -3% | -$45.2K | 0.36% | 72 |
|
|
2021
Q2 | $1.76M | Sell |
31,296
-1,159
| -4% | -$66.5K | 0.33% | 68 |
|
|
2021
Q1 | $1.89M | Sell |
32,455
-1,165
| -3% | -$65.7K | 0.37% | 52 |
|
|
2020
Q4 | $1.98M | Sell |
33,620
-207
| -0.6% | -$12.3K | 0.35% | 58 |
|
|
2020
Q3 | $2.01M | Buy |
33,827
+180
| +0.5% | +$10.5K | 0.41% | 50 |
|
|
2020
Q2 | $1.85M | Sell |
33,647
-3,385
| -9% | -$190K | 0.4% | 52 |
|
|
2020
Q1 | $1.99M | Sell |
37,032
-2,247
| -6% | -$129K | 0.49% | 44 |
|
|
2019
Q4 | $2.41M | Buy |
39,279
+2,544
| +7% | +$153K | 0.48% | 43 |
|
|
2019
Q3 | $2.22M | Buy |
36,735
+4,164
| +13% | +$240K | 0.49% | 35 |
|
|
2019
Q2 | $1.86M | Sell |
32,571
-103
| -0.3% | -$5.93K | 0.53% | 32 |
|
|
2019
Q1 | $1.93M | Buy |
32,674
+2,225
| +7% | +$126K | 0.59% | 30 |
|
|
2018
Q4 | $1.71M | Sell |
30,449
-1,589
| -5% | -$90.2K | 0.63% | 26 |
|
|
2018
Q3 | $1.71M | Sell |
32,038
-1,188
| -4% | -$62.9K | 0.5% | 31 |
|
|
2018
Q2 | $1.75M | Sell |
33,226
-24,104
| -42% | -$1.17M | 0.51% | 29 |
|
|
2018
Q1 | $2.74M | Sell |
57,330
-3,045
| -5% | -$153K | 0.79% | 21 |
|
|
2017
Q4 | $3.21M | Buy |
+60,375
| New | +$2.97M | 0.81% | 18 |
|
Other funds holding VZ
VCM
VPM
Calton & Associates's VZ Position: Q1 2026 in Review
Calton & Associates reduced its Verizon (VZ) stake by 5.2% in Q1 2026, selling an estimated $84.3K and leaving 32,819 shares worth $1.65M. The position accounts for 0.24% of the portfolio, ranked #86.
Calton & Associates first reported a position in VZ in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.21M in Q4 2017. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.
- Calton & Associates held 32,819 shares of Verizon worth $1.65M as of Q1 2026.
- Calton & Associates sold 1,818 Verizon shares in Q1 2026, an estimated $84.3K.
- Verizon made up 0.24% of Calton & Associates's portfolio in Q1 2026, its #86 holding.
- Calton & Associates first reported a position in Verizon in Q4 2017 and has held it in 34 quarters since.
- Calton & Associates's Verizon position peaked at $3.21M in Q4 2017.
- 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.
Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.