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Jamison Private Wealth Management’s Verizon VZ Stock Holding History

Jamison Private 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 		– Sell
-26,316
Closed -$1.11M – 233
2026
Q2 		$1.11M Sell
26,316
-96
-0.4% -$4.5K 0.11% 117
2026
Q1 		$1.33M Sell
26,412
-739
-3% -$34.3K 0.16% 108
2025
Q4 		$1.11M Sell
27,151
-341
-1% -$13.8K 0.13% 114
2025
Q3 		$1.21M Buy
27,492
+589
+2% +$25.5K 0.15% 107
2025
Q2 		$1.16M Buy
26,903
+26
+0.1% +$1.13K 0.17% 98
2025
Q1 		$1.22M Sell
26,877
-6,297
-19% -$262K 0.19% 98
2024
Q4 		$1.33M Sell
33,174
-332
-1% -$14K 0.2% 97
2024
Q3 		$1.5M Buy
33,506
+195
+0.6% +$8.14K 0.23% 89
2024
Q2 		$1.37M Sell
33,311
-1,447
-4% -$58.3K 0.23% 86
2024
Q1 		$1.46M Buy
34,758
+3,993
+13% +$161K 0.25% 84
2023
Q4 		$1.16M Sell
30,765
-16,447
-35% -$582K 0.22% 88
2023
Q3 		$1.53M Buy
+47,212
New +$1.6M 0.32% 77

Other funds holding VZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
NPA
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Jamison Private Wealth Management's VZ Position: Q3 2026 in Review

Jamison Private Wealth Management sold out of Verizon (VZ) in Q3 2026, closing a stake of 26,316 shares — an estimated $1.11M sold.

Jamison Private Wealth Management first reported a position in VZ in Q3 2023 and held it in 12 quarters. The position peaked at $1.53M in Q3 2023. 351 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Jamison Private Wealth Management reported no remaining Verizon position as of Q3 2026 after selling out during the quarter.
  • Jamison Private Wealth Management sold 26,316 Verizon shares in Q3 2026, an estimated $1.11M.
  • Jamison Private Wealth Management first reported a position in Verizon in Q3 2023 and held it in 12 quarters.
  • Jamison Private Wealth Management's Verizon position peaked at $1.53M in Q3 2023.
  • 351 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.