SWP Investment Management’s Verizon VZ Stock Holding History

SWP Investment 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 Q2	–	Sell	-29,032	Closed	-$1.32M	–	52
2025 Q1	$1.32M	Buy	+29,032	New	+$1.21M	1.64%	36

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

SWP Investment Management's VZ Position: Q2 2025 in Review

SWP Investment Management sold out of Verizon (VZ) in Q2 2025, closing a stake of 29,032 shares — an estimated $1.32M sold.

SWP Investment Management first reported a position in VZ in Q1 2025 and held it in 1 quarter. The position peaked at $1.32M in Q1 2025. 3,038 funds tracked by Wall St. Rank hold VZ as of Q2 2025.

SWP Investment Management reported no remaining Verizon position as of Q2 2025 after selling out during the quarter.
SWP Investment Management sold 29,032 Verizon shares in Q2 2025, an estimated $1.32M.
SWP Investment Management first reported a position in Verizon in Q1 2025 and held it in 1 quarter.
SWP Investment Management's Verizon position peaked at $1.32M in Q1 2025.
3,038 funds tracked by Wall St. Rank held Verizon as of Q2 2025.

Based on SWP Investment Management's 13F filing for Q2 2025, filed 1 Jul 2026.