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PBMares Wealth Management’s Verizon VZ Stock Holding History

PBMares 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
Q3 		$668K Buy
15,195
+1,891
+14% +$81.9K 0.11% 95
2025
Q2 		$576K Buy
13,304
+558
+4% +$24.2K 0.11% 98
2025
Q1 		$578K Sell
12,746
-790
-6% -$32.9K 0.12% 97
2024
Q4 		$541K Buy
13,536
+7
+0.1% +$295 0.11% 106
2024
Q3 		$608K Sell
13,529
-1,158
-8% -$48.3K 0.13% 92
2024
Q2 		$606K Buy
14,687
+2,502
+21% +$101K 0.15% 90
2024
Q1 		$511K Sell
12,185
-411
-3% -$16.6K 0.13% 105
2023
Q4 		$475K Buy
12,596
+2,013
+19% +$71.2K 0.14% 107
2023
Q3 		$343K Sell
10,583
-1,846
-15% -$62.4K 0.12% 123
2023
Q2 		$462K Buy
12,429
+86
+0.7% +$3.18K 0.17% 106
2023
Q1 		$480K Sell
12,343
-600
-5% -$23.7K 0.18% 103
2022
Q4 		$510K Sell
12,943
-1,540
-11% -$58K 0.21% 85
2022
Q3 		$550K Sell
14,483
-846
-6% -$37.7K 0.24% 80
2022
Q2 		$778K Buy
15,329
+963
+7% +$48.7K 0.33% 57
2022
Q1 		$732K Sell
14,366
-1,726
-11% -$91.4K 0.45% 57
2021
Q4 		$836K Buy
16,092
+595
+4% +$31K 0.35% 58
2021
Q3 		$837K Sell
15,497
-311
-2% -$17.2K 0.4% 57
2021
Q2 		$886K Buy
15,808
+600
+4% +$34.4K 0.48% 53
2021
Q1 		$884K Sell
15,208
-2,034
-12% -$115K 0.72% 45
2020
Q4 		$1.01M Buy
17,242
+2,452
+17% +$146K 1.16% 25
2020
Q3 		$880K Buy
14,790
+564
+4% +$32.8K 1.29% 23
2020
Q2 		$784K Buy
14,226
+106
+0.8% +$5.96K 1.18% 25
2020
Q1 		$759K Buy
14,120
+406
+3% +$23.2K 1.19% 25
2019
Q4 		$842K Buy
+13,714
New +$827K 1% 30

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PBMares Wealth Management's VZ Position: Q3 2025 in Review

PBMares Wealth Management increased its Verizon (VZ) stake by 14% in Q3 2025, buying an estimated $81.9K and bringing the position to 15,195 shares worth $668K. The position accounts for 0.11% of the portfolio, ranked #95.

PBMares Wealth Management first reported a position in VZ in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.01M in Q4 2020. 3,037 funds tracked by Wall St. Rank hold VZ as of Q3 2025.

  • PBMares Wealth Management held 15,195 shares of Verizon worth $668K as of Q3 2025.
  • PBMares Wealth Management bought 1,891 Verizon shares in Q3 2025, an estimated $81.9K.
  • Verizon made up 0.11% of PBMares Wealth Management's portfolio in Q3 2025, its #95 holding.
  • PBMares Wealth Management first reported a position in Verizon in Q4 2019 and has held it in 24 quarters since.
  • PBMares Wealth Management's Verizon position peaked at $1.01M in Q4 2020.
  • 3,037 funds tracked by Wall St. Rank held Verizon as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.