GWM
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Gilpin Wealth Management’s Verizon VZ Stock Holding History

Gilpin 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
2026
Q3 		$5.46K Buy
119
+85
+250% +$4K ﹤0.01% 422
2026
Q2 		$1.44K Hold
34
– – ﹤0.01% 468
2026
Q1 		$1.71K Sell
34
-200
-85% -$9.27K ﹤0.01% 434
2025
Q4 		$9.53K Buy
+234
New +$9.49K 0.01% 290

Other funds holding VZ

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Gilpin Wealth Management's VZ Position: Q3 2026 in Review

Gilpin Wealth Management increased its Verizon (VZ) stake by 250% in Q3 2026, buying an estimated $4K and bringing the position to 119 shares worth $5.46K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Gilpin Wealth Management first reported a position in VZ in Q4 2025 and has held it in 4 quarters since. The position peaked at $9.53K in Q4 2025. 167 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Gilpin Wealth Management held 119 shares of Verizon worth $5.46K as of Q3 2026.
  • Gilpin Wealth Management bought 85 Verizon shares in Q3 2026, an estimated $4K.
  • Verizon made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #422 holding.
  • Gilpin Wealth Management first reported a position in Verizon in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Verizon position peaked at $9.53K in Q4 2025.
  • 167 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.