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GGM Wealth Advisors’s Verizon VZ Stock Holding History

GGM Wealth Advisors’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
2025
Q1 		$272K Sell
6,416
-261
-4% -$10.9K 0.15% 108
2024
Q4 		$267K Sell
6,677
-1,629
-20% -$68.7K 0.14% 113
2024
Q3 		$373K Buy
8,306
+373
+5% +$15.6K 0.16% 95
2024
Q2 		$327K Buy
7,933
+11
+0.1% +$443 0.15% 100
2024
Q1 		$324K Sell
7,922
-1,345
-15% -$54.3K 0.15% 100
2023
Q4 		$393K Buy
9,267
+11
+0.1% +$389 0.16% 94
2023
Q3 		$300K Buy
9,256
+12
+0.1% +$405 0.13% 108
2023
Q2 		$323K Buy
+9,244
New +$342K 0.13% 107
2023
Q1 		– Sell
-9,224
Closed -$389K – 134
2022
Q4 		$389K Sell
9,224
-2,210
-19% -$83.3K 0.2% 82
2022
Q3 		$416K Buy
11,434
+8
+0.1% +$356 0.22% 80
2022
Q2 		$580K Buy
11,426
+7
+0.1% +$354 0.32% 60
2022
Q1 		$613K Buy
11,419
+4,672
+69% +$247K 0.31% 65
2021
Q4 		$361K Sell
6,747
-527
-7% -$27.5K 0.29% 67
2021
Q3 		$382K Buy
7,274
+12
+0.2% +$664 0.3% 63
2021
Q2 		$410K Buy
7,262
+11
+0.2% +$631 0.35% 54
2021
Q1 		$419K Buy
7,251
+1,037
+17% +$58.5K 0.33% 52
2020
Q4 		$354K Buy
+6,214
New +$369K 0.35% 48

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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GGM Wealth Advisors's VZ Position: Q1 2025 in Review

GGM Wealth Advisors reduced its Verizon (VZ) stake by 3.9% in Q1 2025, selling an estimated $10.9K and leaving 6,416 shares worth $272K. The position accounts for 0.15% of the portfolio, ranked #108.

GGM Wealth Advisors first reported a position in VZ in Q4 2020 and has held it in 17 quarters since. The position peaked at $613K in Q1 2022. 3,051 funds tracked by Wall St. Rank hold VZ as of Q1 2025.

  • GGM Wealth Advisors held 6,416 shares of Verizon worth $272K as of Q1 2025.
  • GGM Wealth Advisors sold 261 Verizon shares in Q1 2025, an estimated $10.9K.
  • Verizon made up 0.15% of GGM Wealth Advisors's portfolio in Q1 2025, its #108 holding.
  • GGM Wealth Advisors first reported a position in Verizon in Q4 2020 and has held it in 17 quarters since.
  • GGM Wealth Advisors's Verizon position peaked at $613K in Q1 2022.
  • 3,051 funds tracked by Wall St. Rank held Verizon as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.