Montag & 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 | $1.55M | Buy |
30,861
+2,574
| +9% | +$119K | 0.07% | 194 |
|
|
2025
Q4 | $1.15M | Buy |
28,287
+505
| +2% | +$20.5K | 0.05% | 224 |
|
|
2025
Q3 | $1.22M | Buy |
27,782
+1,024
| +4% | +$44.3K | 0.06% | 214 |
|
|
2025
Q2 | $1.16M | Sell |
26,758
-1,562
| -6% | -$67.6K | 0.06% | 213 |
|
|
2025
Q1 | $1.28M | Sell |
28,320
-21,497
| -43% | -$895K | 0.06% | 212 |
|
|
2024
Q4 | $1.99M | Sell |
49,817
-13,975
| -22% | -$590K | 0.09% | 171 |
|
|
2024
Q3 | $2.86M | Sell |
63,792
-3,053
| -5% | -$127K | 0.14% | 149 |
|
|
2024
Q2 | $2.76M | Buy |
66,845
+1,194
| +2% | +$48.1K | 0.14% | 136 |
|
|
2024
Q1 | $2.75M | Sell |
65,651
-8,886
| -12% | -$358K | 0.14% | 145 |
|
|
2023
Q4 | $2.81M | Sell |
74,537
-5,293
| -7% | -$187K | 0.16% | 133 |
|
|
2023
Q3 | $2.59M | Buy |
79,830
+25,957
| +48% | +$877K | 0.16% | 129 |
|
|
2023
Q2 | $2M | Buy |
53,873
+579
| +1% | +$21.4K | 0.12% | 153 |
|
|
2023
Q1 | $2.07M | Sell |
53,294
-1,755
| -3% | -$69.2K | 0.14% | 141 |
|
|
2022
Q4 | $2.17M | Sell |
55,049
-13,077
| -19% | -$493K | 0.15% | 133 |
|
|
2022
Q3 | $2.59M | Sell |
68,126
-50,236
| -42% | -$2.24M | 0.18% | 119 |
|
|
2022
Q2 | $6.01M | Sell |
118,362
-1,532
| -1% | -$77.5K | 0.39% | 69 |
|
|
2022
Q1 | $6.11M | Buy |
119,894
+33,240
| +38% | +$1.76M | 0.32% | 87 |
|
|
2021
Q4 | $4.5M | Sell |
86,654
-9,339
| -10% | -$487K | 0.22% | 115 |
|
|
2021
Q3 | $5.18M | Buy |
95,993
+10,116
| +12% | +$560K | 0.28% | 98 |
|
|
2021
Q2 | $4.81M | Buy |
85,877
+601
| +0.7% | +$34.5K | 0.26% | 104 |
|
|
2021
Q1 | $4.96M | Buy |
85,276
+18,785
| +28% | +$1.06M | 0.28% | 103 |
|
|
2020
Q4 | $3.91M | Buy |
66,491
+1,601
| +2% | +$95.1K | 0.24% | 103 |
|
|
2020
Q3 | $3.86M | Sell |
64,890
-542
| -0.8% | -$31.5K | 0.31% | 86 |
|
|
2020
Q2 | $3.61M | Sell |
65,432
-8,112
| -11% | -$456K | 0.32% | 87 |
|
|
2020
Q1 | $3.95M | Sell |
73,544
-141,923
| -66% | -$8.12M | 0.39% | 72 |
|
|
2019
Q4 | $13.2M | Buy |
215,467
+2,682
| +1% | +$162K | 1.06% | 21 |
|
|
2019
Q3 | $12.8M | Buy |
212,785
+45,481
| +27% | +$2.62M | 1.12% | 21 |
|
|
2019
Q2 | $9.56M | Buy |
167,304
+19,354
| +13% | +$1.12M | 0.85% | 30 |
|
|
2019
Q1 | $8.75M | Sell |
147,950
-6,324
| -4% | -$358K | 0.81% | 29 |
|
|
2018
Q4 | $8.67M | Buy |
154,274
+149,632
| +3,223% | +$8.49M | 0.93% | 28 |
|
|
2018
Q3 | $248K | Buy |
+4,642
| New | +$246K | 0.02% | 293 |
|
Other funds holding VZ
VCM
VPM
Montag & Associates's VZ Position: Q1 2026 in Review
Montag & Associates increased its Verizon (VZ) stake by 9.1% in Q1 2026, buying an estimated $119K and bringing the position to 30,861 shares worth $1.55M. The position accounts for 0.07% of the portfolio, ranked #194.
Montag & Associates first reported a position in VZ in Q3 2018 and has held it in 31 quarters since. The position peaked at $13.2M in Q4 2019. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.
- Montag & Associates held 30,861 shares of Verizon worth $1.55M as of Q1 2026.
- Montag & Associates bought 2,574 Verizon shares in Q1 2026, an estimated $119K.
- Verizon made up 0.07% of Montag & Associates's portfolio in Q1 2026, its #194 holding.
- Montag & Associates first reported a position in Verizon in Q3 2018 and has held it in 31 quarters since.
- Montag & Associates's Verizon position peaked at $13.2M in Q4 2019.
- 3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.
Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.