EWM
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Executive Wealth Management’s Verizon VZ Stock Holding History

Executive 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 		$251K Sell
6,272
-448
-7% -$18.9K 0.02% 234
2024
Q3 		$302K Sell
6,720
-317
-5% -$13.2K 0.02% 217
2024
Q2 		$290K Buy
7,037
+734
+12% +$29.6K 0.05% 100
2024
Q1 		$266K Sell
6,303
-161
-2% -$6.49K 0.02% 211
2023
Q4 		$244K Buy
+6,464
New +$229K 0.02% 190
2023
Q3 		– Sell
-7,109
Closed -$264K – 211
2023
Q2 		$264K Sell
7,109
-98,745
-93% -$3.65M 0.03% 168
2023
Q1 		$4.12M Buy
105,854
+4,594
+5% +$181K 0.46% 68
2022
Q4 		$3.99M Buy
101,260
+97,745
+2,781% +$3.68M 0.49% 64
2022
Q3 		$3.52K Sell
3,515
-87,109
-96% -$3.88M 0.49% 64
2022
Q2 		$4.6M Sell
90,624
-13,402
-13% -$678K 0.62% 52
2022
Q1 		$5.3M Buy
104,026
+2,305
+2% +$122K 0.58% 59
2021
Q4 		$5.29M Buy
101,721
+4,445
+5% +$232K 0.53% 63
2021
Q3 		$5.25M Buy
97,276
+739
+0.8% +$40.9K 0.58% 59
2021
Q2 		$5.41M Buy
96,537
+4,545
+5% +$261K 0.59% 58
2021
Q1 		$5.35M Buy
91,992
+3,301
+4% +$186K 0.63% 48
2020
Q4 		$5.21M Buy
88,691
+10,003
+13% +$594K 0.64% 42
2020
Q3 		$4.68M Buy
78,688
+2,991
+4% +$174K 0.65% 33
2020
Q2 		$4.17M Buy
75,697
+262
+0.3% +$14.7K 0.63% 33
2020
Q1 		$4.05M Sell
75,435
-8,039
-10% -$460K 0.72% 30
2019
Q4 		$5.13M Buy
83,474
+6,409
+8% +$387K 0.7% 34
2019
Q3 		$4.65M Buy
77,065
+7,968
+12% +$459K 0.71% 33
2019
Q2 		$3.95M Buy
69,097
+8,138
+13% +$469K 0.56% 41
2019
Q1 		$3.6M Buy
60,959
+863
+1% +$48.9K 0.64% 31
2018
Q4 		$3.38M Buy
+60,096
New +$3.41M 0.6% 28

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

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

Executive Wealth Management reduced its Verizon (VZ) stake by 6.7% in Q4 2024, selling an estimated $18.9K and leaving 6,272 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #234.

Executive Wealth Management first reported a position in VZ in Q4 2018 and has held it in 24 quarters since. The position peaked at $5.41M in Q2 2021. 3,047 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

  • Executive Wealth Management held 6,272 shares of Verizon worth $251K as of Q4 2024.
  • Executive Wealth Management sold 448 Verizon shares in Q4 2024, an estimated $18.9K.
  • Verizon made up 0.02% of Executive Wealth Management's portfolio in Q4 2024, its #234 holding.
  • Executive Wealth Management first reported a position in Verizon in Q4 2018 and has held it in 24 quarters since.
  • Executive Wealth Management's Verizon position peaked at $5.41M in Q2 2021.
  • 3,047 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.