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J.W. Coons Advisors’s Verizon VZ Stock Holding History

J.W. Coons 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
Q2 		$225K Buy
5,197
+5
+0.1% +$217 0.05% 226
2025
Q1 		$236K Buy
5,192
+5
+0.1% +$208 0.06% 218
2024
Q4 		$207K Sell
5,187
-135
-3% -$5.7K 0.05% 226
2024
Q3 		$239K Hold
5,322
– – 0.06% 216
2024
Q2 		$219K Hold
5,322
– – 0.05% 218
2024
Q1 		$223K Hold
5,322
– – 0.05% 223
2023
Q4 		$201K Buy
+5,322
New +$188K 0.05% 240
2023
Q3 		– Sell
-6,587
Closed -$245K – 233
2023
Q2 		$245K Sell
6,587
-200
-3% -$7.4K 0.07% 215
2023
Q1 		$264K Sell
6,787
-264
-4% -$10.4K 0.08% 203
2022
Q4 		$278K Sell
7,051
-1,126
-14% -$42.4K 0.08% 194
2022
Q3 		$310K Buy
8,177
+1,365
+20% +$60.8K 0.12% 170
2022
Q2 		$343K Sell
6,812
-215
-3% -$10.9K 0.12% 171
2022
Q1 		$357K Buy
7,027
+1,761
+33% +$93.3K 0.11% 182
2021
Q4 		$274K Hold
5,266
– – 0.08% 203
2021
Q3 		$286K Sell
5,266
-838
-14% -$46.4K 0.1% 182
2021
Q2 		$341K Sell
6,104
-1,100
-15% -$63.1K 0.12% 161
2021
Q1 		$420K Sell
7,204
-6
-0.1% -$339 0.15% 150
2020
Q4 		$424K Sell
7,210
-199
-3% -$11.8K 0.16% 141
2020
Q3 		$443K Sell
7,409
-749
-9% -$43.5K 0.18% 127
2020
Q2 		$449K Buy
8,158
+251
+3% +$14.1K 0.2% 125
2020
Q1 		$427K Buy
+7,907
New +$452K 0.22% 115

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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

J.W. Coons Advisors's VZ Position: Q2 2025 in Review

J.W. Coons Advisors increased its Verizon (VZ) stake by 0.1% in Q2 2025, buying an estimated $217 and bringing the position to 5,197 shares worth $225K. The position accounts for 0.05% of the portfolio, ranked #226.

J.W. Coons Advisors first reported a position in VZ in Q1 2020 and has held it in 21 quarters since. The position peaked at $449K in Q2 2020. 3,038 funds tracked by Wall St. Rank hold VZ as of Q2 2025.

  • J.W. Coons Advisors held 5,197 shares of Verizon worth $225K as of Q2 2025.
  • J.W. Coons Advisors bought 5 Verizon shares in Q2 2025, an estimated $217.
  • Verizon made up 0.05% of J.W. Coons Advisors's portfolio in Q2 2025, its #226 holding.
  • J.W. Coons Advisors first reported a position in Verizon in Q1 2020 and has held it in 21 quarters since.
  • J.W. Coons Advisors's Verizon position peaked at $449K in Q2 2020.
  • 3,038 funds tracked by Wall St. Rank held Verizon as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.