DWAM
VZ icon

Duncan Williams Asset Management’s Verizon VZ Stock Holding History

Duncan Williams Asset 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 		$246K Sell
4,906
-753
-13% -$34.9K 0.07% 137
2025
Q4 		$266K Sell
5,659
-2,539
-31% -$103K 0.07% 145
2025
Q3 		$360K Buy
8,198
+2,279
+39% +$98.7K 0.1% 122
2025
Q2 		$256K Sell
5,919
-121
-2% -$5.24K 0.08% 135
2025
Q1 		$274K Buy
6,040
+17
+0.3% +$708 0.1% 121
2024
Q4 		$241K Sell
6,023
-1,059
-15% -$44.7K 0.09% 128
2024
Q3 		$318K Buy
+7,082
New +$296K 0.18% 96

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

Duncan Williams Asset Management's VZ Position: Q1 2026 in Review

Duncan Williams Asset Management reduced its Verizon (VZ) stake by 13% in Q1 2026, selling an estimated $34.9K and leaving 4,906 shares worth $246K. The position accounts for 0.07% of the portfolio, ranked #137.

Duncan Williams Asset Management first reported a position in VZ in Q3 2024 and has held it in 7 quarters since. The position peaked at $360K in Q3 2025. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Duncan Williams Asset Management held 4,906 shares of Verizon worth $246K as of Q1 2026.
  • Duncan Williams Asset Management sold 753 Verizon shares in Q1 2026, an estimated $34.9K.
  • Verizon made up 0.07% of Duncan Williams Asset Management's portfolio in Q1 2026, its #137 holding.
  • Duncan Williams Asset Management first reported a position in Verizon in Q3 2024 and has held it in 7 quarters since.
  • Duncan Williams Asset Management's Verizon position peaked at $360K in Q3 2025.
  • 3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Duncan Williams Asset Management's 13F filing for Q1 2026, filed 5 May 2026.