Palumbo Wealth Management
VZ icon

Palumbo Wealth Management’s Verizon VZ Stock Holding History

Palumbo 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 		$231K Sell
5,033
-1,404
-22% -$66K 0.05% 211
2026
Q2 		$273K Sell
6,437
-57
-0.9% -$2.67K 0.06% 199
2026
Q1 		$326K Buy
6,494
+827
+15% +$38.3K 0.08% 163
2025
Q4 		$231K Sell
5,667
-533
-9% -$21.6K 0.06% 193
2025
Q3 		$204K Buy
6,200
+533
+9% +$23.1K 0.07% 171
2025
Q2 		$245K Buy
5,667
+168
+3% +$7.28K 0.08% 160
2025
Q1 		$249K Buy
+5,499
New +$229K 0.08% 150
2024
Q4 		– Sell
-4,975
Closed -$223K – 193
2024
Q3 		$223K Buy
4,975
+3
+0.1% +$125 0.09% 133
2024
Q2 		$205K Sell
4,972
-27
-0.5% -$1.09K 0.09% 128
2024
Q1 		$210K Buy
+4,999
New +$202K 0.09% 119
2023
Q3 		– Sell
-5,650
Closed -$210K – 119
2023
Q2 		$210K Sell
5,650
-7,845
-58% -$290K 0.13% 100
2023
Q1 		$525K Sell
13,495
-606
-4% -$23.9K 0.35% 54
2022
Q4 		$556K Buy
14,101
+457
+3% +$17.2K 0.44% 51
2022
Q3 		$518K Buy
13,644
+281
+2% +$12.5K 0.44% 49
2022
Q2 		$678K Buy
13,363
+852
+7% +$43.1K 0.54% 45
2022
Q1 		$637K Buy
12,511
+375
+3% +$19.9K 0.41% 53
2021
Q4 		$631K Buy
12,136
+523
+5% +$27.3K 0.4% 56
2021
Q3 		$627K Sell
11,613
-782
-6% -$43.3K 0.41% 54
2021
Q2 		$694K Buy
12,395
+477
+4% +$27.4K 0.47% 57
2021
Q1 		$693K Buy
11,918
+1,018
+9% +$57.4K 0.52% 51
2020
Q4 		$640K Buy
+10,900
New +$647K 0.52% 47

Other funds holding VZ

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Palumbo Wealth Management's VZ Position: Q3 2026 in Review

Palumbo Wealth Management reduced its Verizon (VZ) stake by 22% in Q3 2026, selling an estimated $66K and leaving 5,033 shares worth $231K. The position accounts for 0.05% of the portfolio, ranked #211.

Palumbo Wealth Management first reported a position in VZ in Q4 2020 and has held it in 21 quarters since. The position peaked at $694K in Q2 2021. 2,819 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Palumbo Wealth Management held 5,033 shares of Verizon worth $231K as of Q3 2026.
  • Palumbo Wealth Management sold 1,404 Verizon shares in Q3 2026, an estimated $66K.
  • Verizon made up 0.05% of Palumbo Wealth Management's portfolio in Q3 2026, its #211 holding.
  • Palumbo Wealth Management first reported a position in Verizon in Q4 2020 and has held it in 21 quarters since.
  • Palumbo Wealth Management's Verizon position peaked at $694K in Q2 2021.
  • 2,819 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Palumbo Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.