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Campbell Wealth Management’s Verizon VZ Stock Holding History

Campbell Wealth 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
2024
Q4 		$229K Buy
5,732
+265
+5% +$11.2K 0.02% 84
2024
Q3 		$246K Sell
5,467
-365
-6% -$15.2K 0.02% 60
2024
Q2 		$241K Buy
+5,832
New +$235K 0.08% 40
2021
Q4 		– Sell
-4,582
Closed -$247K – 84
2021
Q3 		$247K Buy
+4,582
New +$253K 0.03% 63
2021
Q2 		– Sell
-4,896
Closed -$285K – 74
2021
Q1 		$285K Sell
4,896
-265
-5% -$15K 0.04% 45
2020
Q4 		$303K Sell
5,161
-461
-8% -$27.4K 0.04% 38
2020
Q3 		$334K Sell
5,622
-119
-2% -$6.91K 0.05% 35
2020
Q2 		$316K Sell
5,741
-368
-6% -$20.7K 0.06% 37
2020
Q1 		$328K Sell
6,109
-3,056
-33% -$175K 0.07% 29
2019
Q4 		$563K Buy
9,165
+568
+7% +$34.3K 0.11% 27
2019
Q3 		$519K Buy
8,597
+583
+7% +$33.6K 0.12% 26
2019
Q2 		$458K Buy
8,014
+1,135
+16% +$65.4K 0.11% 27
2019
Q1 		$407K Sell
6,879
-1,588
-19% -$89.9K 0.11% 28
2018
Q4 		$476K Buy
+8,467
New +$480K 0.15% 23

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Campbell Wealth Management's VZ Position: Q4 2024 in Review

Campbell Wealth Management increased its Verizon (VZ) stake by 4.8% in Q4 2024, buying an estimated $11.2K and bringing the position to 5,732 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #84.

Campbell Wealth Management first reported a position in VZ in Q4 2018 and has held it in 14 quarters since. The position peaked at $563K in Q4 2019. 3,047 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

  • Campbell Wealth Management held 5,732 shares of Verizon worth $229K as of Q4 2024.
  • Campbell Wealth Management bought 265 Verizon shares in Q4 2024, an estimated $11.2K.
  • Verizon made up 0.02% of Campbell Wealth Management's portfolio in Q4 2024, its #84 holding.
  • Campbell Wealth Management first reported a position in Verizon in Q4 2018 and has held it in 14 quarters since.
  • Campbell Wealth Management's Verizon position peaked at $563K in Q4 2019.
  • 3,047 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.