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Marcum Wealth’s Verizon VZ Stock Holding History

Marcum Wealth’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 		$1.18M Sell
26,044
-843
-3% -$35.1K 0.1% 97
2024
Q4 		$1.08M Sell
26,887
-2,137
-7% -$90.2K 0.09% 105
2024
Q3 		$1.3M Sell
29,024
-2,306
-7% -$96.2K 0.12% 86
2024
Q2 		$1.29M Buy
31,330
+2,378
+8% +$95.8K 0.13% 85
2024
Q1 		$1.21M Buy
28,952
+139
+0.5% +$5.61K 0.12% 86
2023
Q4 		$1.09M Sell
28,813
-4,227
-13% -$150K 0.12% 91
2023
Q3 		$1.07M Sell
33,040
-2,499
-7% -$84.4K 0.13% 85
2023
Q2 		$1.32M Sell
35,539
-3,663
-9% -$136K 0.16% 74
2023
Q1 		$1.52M Buy
39,202
+9,260
+31% +$365K 0.19% 62
2022
Q4 		$1.18M Sell
29,942
-8,828
-23% -$333K 0.16% 70
2022
Q3 		$1.47M Buy
38,770
+786
+2% +$35K 0.22% 56
2022
Q2 		$1.93M Buy
37,984
+2,023
+6% +$102K 0.29% 38
2022
Q1 		$1.83M Buy
35,961
+2,999
+9% +$159K 0.25% 49
2021
Q4 		$1.71M Sell
32,962
-7,958
-19% -$415K 0.24% 57
2021
Q3 		$2.21M Buy
40,920
+854
+2% +$47.2K 0.35% 33
2021
Q2 		$2.25M Buy
40,066
+677
+2% +$38.9K 0.36% 31
2021
Q1 		$2.29M Buy
39,389
+26,168
+198% +$1.48M 0.38% 30
2020
Q4 		$777K Buy
13,221
+5,697
+76% +$338K 0.18% 45
2020
Q3 		$448K Sell
7,524
-902
-11% -$52.4K 0.14% 56
2020
Q2 		$465K Buy
8,426
+1,062
+14% +$59.7K 0.14% 60
2020
Q1 		$396K Buy
7,364
+470
+7% +$26.9K 0.15% 49
2019
Q4 		$423K Buy
+6,894
New +$416K 0.16% 56

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

Marcum Wealth's VZ Position: Q1 2025 in Review

Marcum Wealth reduced its Verizon (VZ) stake by 3.1% in Q1 2025, selling an estimated $35.1K and leaving 26,044 shares worth $1.18M. The position accounts for 0.1% of the portfolio, ranked #97.

Marcum Wealth first reported a position in VZ in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.29M in Q1 2021. 3,051 funds tracked by Wall St. Rank hold VZ as of Q1 2025.

  • Marcum Wealth held 26,044 shares of Verizon worth $1.18M as of Q1 2025.
  • Marcum Wealth sold 843 Verizon shares in Q1 2025, an estimated $35.1K.
  • Verizon made up 0.1% of Marcum Wealth's portfolio in Q1 2025, its #97 holding.
  • Marcum Wealth first reported a position in Verizon in Q4 2019 and has held it in 22 quarters since.
  • Marcum Wealth's Verizon position peaked at $2.29M in Q1 2021.
  • 3,051 funds tracked by Wall St. Rank held Verizon as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.