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Laidlaw Wealth Management’s Verizon VZ Stock Holding History

Laidlaw 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
2025
Q1 		– Sell
-16,555
Closed -$662K – 169
2024
Q4 		$662K Buy
16,555
+674
+4% +$28.4K 0.29% 84
2024
Q3 		$713K Sell
15,881
-908
-5% -$37.9K 0.35% 79
2024
Q2 		$692K Buy
16,789
+722
+4% +$29.1K 0.38% 71
2024
Q1 		$674K Sell
16,067
-14,290
-47% -$576K 0.38% 78
2023
Q4 		$1.14M Sell
30,357
-11,216
-27% -$397K 0.42% 74
2023
Q3 		$1.35M Sell
41,573
-17,719
-30% -$599K 0.45% 65
2023
Q2 		$2.21M Buy
59,292
+194
+0.3% +$7.18K 0.43% 58
2023
Q1 		$2.3M Buy
59,098
+3,682
+7% +$145K 0.47% 57
2022
Q4 		$2.18M Sell
55,416
-4,486
-7% -$169K 0.47% 58
2022
Q3 		$2.27M Sell
59,902
-1,120
-2% -$49.9K 0.53% 50
2022
Q2 		$3.1M Sell
61,022
-1,555
-2% -$78.7K 0.63% 37
2022
Q1 		$3.19M Buy
62,577
+3,469
+6% +$184K 0.53% 48
2021
Q4 		$3.07M Sell
59,108
-11,705
-17% -$611K 0.49% 53
2021
Q3 		$3.83M Buy
70,813
+6,100
+9% +$337K 0.98% 25
2021
Q2 		$3.63M Buy
64,713
+4,937
+8% +$283K 0.94% 27
2021
Q1 		$3.48M Buy
59,776
+29
+0% +$1.64K 1.19% 17
2020
Q4 		$3.51M Buy
59,747
+22,907
+62% +$1.36M 0.74% 27
2020
Q3 		$2.19M Buy
36,840
+1,154
+3% +$67K 0.97% 21
2020
Q2 		$1.97M Buy
35,686
+4,115
+13% +$231K 1.03% 23
2020
Q1 		$1.7M Buy
31,571
+3,652
+13% +$209K 1.11% 21
2019
Q4 		$1.71M Buy
+27,919
New +$1.68M 1.08% 22

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

Laidlaw Wealth Management's VZ Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Verizon (VZ) in Q1 2025, closing a stake of 16,555 shares — an estimated $662K sold.

Laidlaw Wealth Management first reported a position in VZ in Q4 2019 and held it in 21 quarters. The position peaked at $3.83M in Q3 2021. 3,050 funds tracked by Wall St. Rank hold VZ as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining Verizon position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 16,555 Verizon shares in Q1 2025, an estimated $662K.
  • Laidlaw Wealth Management first reported a position in Verizon in Q4 2019 and held it in 21 quarters.
  • Laidlaw Wealth Management's Verizon position peaked at $3.83M in Q3 2021.
  • 3,050 funds tracked by Wall St. Rank held Verizon as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.