Klingman & Associates’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $599K | Buy |
11,940
+2,333
| +24% | +$108K | 0.03% | 177 |
|
|
2025
Q4 | $391K | Sell |
9,607
-107
| -1% | -$4.34K | 0.02% | 221 |
|
|
2025
Q3 | $427K | Buy |
9,714
+905
| +10% | +$39.2K | 0.02% | 209 |
|
|
2025
Q2 | $381K | Buy |
8,809
+3,886
| +79% | +$168K | 0.02% | 209 |
|
|
2025
Q1 | $223K | Sell |
4,923
-1,763
| -26% | -$73.4K | 0.01% | 250 |
|
|
2024
Q4 | $267K | Sell |
6,686
-435
| -6% | -$18.4K | 0.02% | 217 |
|
|
2024
Q3 | $320K | Sell |
7,121
-381
| -5% | -$15.9K | 0.02% | 206 |
|
|
2024
Q2 | $309K | Sell |
7,502
-5,623
| -43% | -$227K | 0.02% | 187 |
|
|
2024
Q1 | $551K | Buy |
13,125
+378
| +3% | +$15.2K | 0.04% | 132 |
|
|
2023
Q4 | $481K | Buy |
12,747
+604
| +5% | +$21.4K | 0.04% | 137 |
|
|
2023
Q3 | $394K | Sell |
12,143
-216
| -2% | -$7.3K | 0.03% | 153 |
|
|
2023
Q2 | $460K | Buy |
12,359
+546
| +5% | +$20.2K | 0.04% | 133 |
|
|
2023
Q1 | $459K | Buy |
11,813
+1,450
| +14% | +$57.2K | 0.04% | 123 |
|
|
2022
Q4 | $408K | Buy |
10,363
+4,352
| +72% | +$164K | 0.04% | 132 |
|
|
2022
Q3 | $228K | Sell |
6,011
-1,478
| -20% | -$65.8K | 0.02% | 171 |
|
|
2022
Q2 | $380K | Sell |
7,489
-982
| -12% | -$49.7K | 0.04% | 127 |
|
|
2022
Q1 | $432K | Buy |
8,471
+4,151
| +96% | +$220K | 0.04% | 132 |
|
|
2021
Q4 | $224K | Buy |
4,320
+344
| +9% | +$17.9K | 0.02% | 169 |
|
|
2021
Q3 | $215K | Sell |
3,976
-629
| -14% | -$34.8K | 0.02% | 162 |
|
|
2021
Q2 | $258K | Sell |
4,605
-1,970
| -30% | -$113K | 0.02% | 140 |
|
|
2021
Q1 | $382K | Buy |
6,575
+1,533
| +30% | +$86.5K | 0.04% | 111 |
|
|
2020
Q4 | $296K | Buy |
5,042
+314
| +7% | +$18.6K | 0.03% | 124 |
|
|
2020
Q3 | $281K | Buy |
+4,728
| New | +$275K | 0.04% | 116 |
|
|
2020
Q1 | – | Sell |
-4,103
| Closed | -$252K | – | 144 |
|
|
2019
Q4 | $252K | Sell |
4,103
-500
| -11% | -$30.2K | 0.04% | 117 |
|
|
2019
Q3 | $278K | Sell |
4,603
-302
| -6% | -$17.4K | 0.05% | 103 |
|
|
2019
Q2 | $280K | Sell |
4,905
-94
| -2% | -$5.42K | 0.05% | 100 |
|
|
2019
Q1 | $296K | Sell |
4,999
-102
| -2% | -$5.78K | 0.06% | 97 |
|
|
2018
Q4 | $287K | Buy |
5,101
+366
| +8% | +$20.8K | 0.06% | 90 |
|
|
2018
Q3 | $253K | Hold |
4,735
| – | – | 0.05% | 96 |
|
|
2018
Q2 | $238K | Sell |
4,735
-323
| -6% | -$15.6K | 0.05% | 95 |
|
|
2018
Q1 | $242K | Sell |
5,058
-163
| -3% | -$8.19K | 0.05% | 95 |
|
|
2017
Q4 | $276K | Sell |
5,221
-352
| -6% | -$17.3K | 0.06% | 95 |
|
|
2017
Q3 | $276K | Sell |
5,573
-2,055
| -27% | -$96.7K | 0.07% | 80 |
|
|
2017
Q2 | $341K | Buy |
7,628
+3,053
| +67% | +$142K | 0.09% | 71 |
|
|
2017
Q1 | $223K | Buy |
4,575
+179
| +4% | +$8.98K | 0.06% | 89 |
|
|
2016
Q4 | $235K | Sell |
4,396
-211
| -5% | -$10.5K | 0.07% | 86 |
|
|
2016
Q3 | $239K | Buy |
4,607
+211
| +5% | +$11.3K | 0.07% | 84 |
|
|
2016
Q2 | $245K | Buy |
4,396
+5
| +0.1% | +$259 | 0.08% | 84 |
|
|
2016
Q1 | $237K | Buy |
4,391
+4
| +0.1% | +$200 | 0.08% | 85 |
|
|
2015
Q4 | $203K | Sell |
4,387
-41
| -0.9% | -$1.86K | 0.08% | 110 |
|
|
2015
Q3 | $192K | Sell |
4,428
-164
| -4% | -$7.57K | 0.08% | 111 |
|
|
2015
Q2 | $214K | Hold |
4,592
| – | – | 0.08% | 84 |
|
|
2015
Q1 | $223K | Buy |
4,592
+729
| +19% | +$35.2K | 0.09% | 80 |
|
|
2014
Q4 | $180K | Buy |
+3,863
| New | +$189K | 0.07% | 87 |
|
Other funds holding VZ
VCM
VPM
Klingman & Associates's VZ Position: Q1 2026 in Review
Klingman & Associates increased its Verizon (VZ) stake by 24% in Q1 2026, buying an estimated $108K and bringing the position to 11,940 shares worth $599K. The position accounts for 0.03% of the portfolio, ranked #177.
Klingman & Associates first reported a position in VZ in Q4 2014 and has held it in 44 quarters since. 3,259 funds tracked by Wall St. Rank hold VZ as of Q1 2026.
- Klingman & Associates held 11,940 shares of Verizon worth $599K as of Q1 2026.
- Klingman & Associates bought 2,333 Verizon shares in Q1 2026, an estimated $108K.
- Verizon made up 0.03% of Klingman & Associates's portfolio in Q1 2026, its #177 holding.
- Klingman & Associates first reported a position in Verizon in Q4 2014 and has held it in 44 quarters since.
- 3,259 funds tracked by Wall St. Rank held Verizon as of Q1 2026.
Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.