DCM
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Donaldson Capital Management’s Verizon VZ Stock Holding History

Donaldson 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
2026
Q1 		$2.44M Buy
48,579
+3,210
+7% +$149K 0.08% 99
2025
Q4 		$1.85M Buy
45,369
+6,063
+15% +$246K 0.06% 110
2025
Q3 		$1.73M Buy
39,306
+3,353
+9% +$145K 0.05% 114
2025
Q2 		$1.56M Buy
35,953
+5,253
+17% +$227K 0.06% 116
2025
Q1 		$1.39M Buy
30,700
+9,583
+45% +$399K 0.05% 121
2024
Q4 		$844K Sell
21,117
-1,325
-6% -$55.9K 0.03% 144
2024
Q3 		$1.01M Sell
22,442
-1,087
-5% -$45.4K 0.04% 130
2024
Q2 		$970K Buy
23,529
+381
+2% +$15.4K 0.04% 127
2024
Q1 		$971K Sell
23,148
-427
-2% -$17.2K 0.04% 123
2023
Q4 		$889K Sell
23,575
-485
-2% -$17.2K 0.04% 131
2023
Q3 		$780K Buy
24,060
+1,396
+6% +$47.2K 0.04% 137
2023
Q2 		$843K Sell
22,664
-3,036
-12% -$112K 0.04% 134
2023
Q1 		$999K Buy
25,700
+1,691
+7% +$66.7K 0.05% 114
2022
Q4 		$946K Sell
24,009
-4,356
-15% -$164K 0.05% 115
2022
Q3 		$1.08M Sell
28,365
-8,393
-23% -$374K 0.06% 103
2022
Q2 		$1.86M Sell
36,758
-4,467
-11% -$226K 0.1% 82
2022
Q1 		$2.1M Buy
41,225
+5,890
+17% +$312K 0.1% 84
2021
Q4 		$1.84M Sell
35,335
-4,145
-10% -$216K 0.08% 93
2021
Q3 		$2.13M Sell
39,480
-9,531
-19% -$527K 0.11% 81
2021
Q2 		$2.75M Sell
49,011
-3,872
-7% -$222K 0.14% 75
2021
Q1 		$3.08M Buy
52,883
+1,225
+2% +$69.1K 0.17% 72
2020
Q4 		$3.04M Buy
51,658
+583
+1% +$34.6K 0.18% 69
2020
Q3 		$3.04M Sell
51,075
-2,352
-4% -$137K 0.21% 65
2020
Q2 		$2.94M Buy
53,427
+377
+0.7% +$21.2K 0.21% 61
2020
Q1 		$2.85M Sell
53,050
-4,607
-8% -$264K 0.25% 56
2019
Q4 		$3.54M Sell
57,657
-3,345
-5% -$202K 0.24% 61
2019
Q3 		$3.68M Buy
+61,002
New +$3.51M 0.27% 55
2016
Q2 		– Sell
-23,747
Closed -$1.28M – 153
2016
Q1 		$1.28M Sell
23,747
-3,453
-13% -$173K 0.18% 55
2015
Q4 		$1.26M Buy
27,200
+5,938
+28% +$270K 0.18% 55
2015
Q3 		$925K Buy
21,262
+200
+0.9% +$9.23K 0.14% 63
2015
Q2 		$982K Buy
21,062
+122
+0.6% +$5.97K 0.14% 65
2015
Q1 		$1.02M Buy
20,940
+2,982
+17% +$144K 0.14% 62
2014
Q4 		$840K Sell
17,958
-4,864
-21% -$238K 0.13% 70
2014
Q3 		$1.14M Sell
22,822
-6,665
-23% -$331K 0.18% 61
2014
Q2 		$1.44M Sell
29,487
-3,879
-12% -$188K 0.23% 53
2014
Q1 		$1.59M Sell
33,366
-183,947
-85% -$8.7M 0.29% 49
2013
Q4 		$10.7M Buy
217,313
+33,725
+18% +$1.66M 2.06% 28
2013
Q3 		$8.57M Buy
183,588
+3,266
+2% +$159K 1.81% 29
2013
Q2 		$9.08M Buy
+180,322
New +$9.2M 2.05% 28

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Donaldson Capital Management's VZ Position: Q1 2026 in Review

Donaldson Capital Management increased its Verizon (VZ) stake by 7.1% in Q1 2026, buying an estimated $149K and bringing the position to 48,579 shares worth $2.44M. The position accounts for 0.08% of the portfolio, ranked #99.

Donaldson Capital Management first reported a position in VZ in Q2 2013 and has held it in 39 quarters since. The position peaked at $10.7M in Q4 2013. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Donaldson Capital Management held 48,579 shares of Verizon worth $2.44M as of Q1 2026.
  • Donaldson Capital Management bought 3,210 Verizon shares in Q1 2026, an estimated $149K.
  • Verizon made up 0.08% of Donaldson Capital Management's portfolio in Q1 2026, its #99 holding.
  • Donaldson Capital Management first reported a position in Verizon in Q2 2013 and has held it in 39 quarters since.
  • Donaldson Capital Management's Verizon position peaked at $10.7M in Q4 2013.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.