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Slocum, Gordon & Co’s Verizon VZ Stock Holding History

Slocum, Gordon & Co’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
Q2 		$4.91M Sell
115,907
-4,414
-4% -$207K 3.26% 9
2026
Q1 		$6.04M Sell
120,321
-1,743
-1% -$80.8K 4.11% 7
2025
Q4 		$4.97M Sell
122,064
-5,165
-4% -$210K 3.6% 8
2025
Q3 		$5.59M Sell
127,229
-207
-0.2% -$8.96K 4.46% 8
2025
Q2 		$5.51M Sell
127,436
-2,170
-2% -$94K 4.44% 7
2025
Q1 		$5.88M Sell
129,606
-1,229
-0.9% -$51.2K 4.38% 9
2024
Q4 		$5.23M Sell
130,835
-7,694
-6% -$325K 4.3% 9
2024
Q3 		$6.22M Buy
138,529
+88
+0.1% +$3.67K 2.5% 11
2024
Q2 		$5.71M Sell
138,441
-4,502
-3% -$181K 4.25% 8
2024
Q1 		$6M Buy
142,943
+30,935
+28% +$1.25M 4.45% 8
2023
Q4 		$4.41M Buy
112,008
+9,613
+9% +$340K 3.87% 10
2023
Q3 		$3.32M Buy
102,395
+44
+0% +$1.49K 2.89% 11
2023
Q2 		$3.81M Sell
102,351
-1,231
-1% -$45.6K 2.76% 12
2023
Q1 		$4.03M Sell
103,582
-12,482
-11% -$492K 3.34% 11
2022
Q4 		$4.57M Buy
+116,064
New +$4.37M 2.95% 11

Other funds holding VZ

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Slocum, Gordon & Co's VZ Position: Q2 2026 in Review

Slocum, Gordon & Co reduced its Verizon (VZ) stake by 3.7% in Q2 2026, selling an estimated $207K and leaving 115,907 shares worth $4.91M. The position accounts for 3.26% of the portfolio, ranked #9.

Slocum, Gordon & Co first reported a position in VZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.22M in Q3 2024. 1,264 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Slocum, Gordon & Co held 115,907 shares of Verizon worth $4.91M as of Q2 2026.
  • Slocum, Gordon & Co sold 4,414 Verizon shares in Q2 2026, an estimated $207K.
  • Verizon made up 3.26% of Slocum, Gordon & Co's portfolio in Q2 2026, its #9 holding.
  • Slocum, Gordon & Co first reported a position in Verizon in Q4 2022 and has held it in 15 quarters since.
  • Slocum, Gordon & Co's Verizon position peaked at $6.22M in Q3 2024.
  • 1,264 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Slocum, Gordon & Co's 13F filing for Q2 2026, filed 23 Jul 2026.