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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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

Palumbo Wealth Management's VZ Position: Q1 2026 in Review

Palumbo Wealth Management increased its Verizon (VZ) stake by 15% in Q1 2026, buying an estimated $38.3K and bringing the position to 6,494 shares worth $326K. The position accounts for 0.08% of the portfolio, ranked #163.

Palumbo Wealth Management first reported a position in VZ in Q4 2020 and has held it in 19 quarters since. The position peaked at $694K in Q2 2021. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Palumbo Wealth Management held 6,494 shares of Verizon worth $326K as of Q1 2026.
  • Palumbo Wealth Management bought 827 Verizon shares in Q1 2026, an estimated $38.3K.
  • Verizon made up 0.08% of Palumbo Wealth Management's portfolio in Q1 2026, its #163 holding.
  • Palumbo Wealth Management first reported a position in Verizon in Q4 2020 and has held it in 19 quarters since.
  • Palumbo Wealth Management's Verizon position peaked at $694K in Q2 2021.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Palumbo Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.