Walter & Keenan Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $815K | Sell |
16,242
-469
| -3% | -$21.7K | 0.23% | 78 |
|
|
2025
Q4 | $681K | Sell |
16,711
-4,856
| -23% | -$197K | 0.18% | 90 |
|
|
2025
Q3 | $948K | Sell |
21,567
-2,724
| -11% | -$118K | 0.26% | 71 |
|
|
2025
Q2 | $1.05M | Sell |
24,291
-4,158
| -15% | -$180K | 0.31% | 73 |
|
|
2025
Q1 | $1.29M | Sell |
28,449
-1,379
| -5% | -$57.4K | 0.39% | 66 |
|
|
2024
Q4 | $1.19M | Sell |
29,828
-3,938
| -12% | -$166K | 0.36% | 64 |
|
|
2024
Q3 | $1.52M | Sell |
33,766
-23
| -0.1% | -$960 | 0.46% | 58 |
|
|
2024
Q2 | $1.39M | Sell |
33,789
-3,645
| -10% | -$147K | 0.44% | 61 |
|
|
2024
Q1 | $1.57M | Sell |
37,434
-10,222
| -21% | -$412K | 0.51% | 53 |
|
|
2023
Q4 | $1.8M | Sell |
47,656
-4,756
| -9% | -$168K | 0.64% | 43 |
|
|
2023
Q3 | $1.7M | Sell |
52,412
-23,627
| -31% | -$798K | 0.66% | 42 |
|
|
2023
Q2 | $2.83M | Sell |
76,039
-20,578
| -21% | -$762K | 1.04% | 31 |
|
|
2023
Q1 | $3.76M | Sell |
96,617
-1,472
| -2% | -$58.1K | 1.43% | 18 |
|
|
2022
Q4 | $3.86M | Buy |
98,089
+95
| +0.1% | +$3.58K | 1.52% | 18 |
|
|
2022
Q3 | $3.72M | Buy |
97,994
+6,128
| +7% | +$273K | 1.58% | 17 |
|
|
2022
Q2 | $4.66M | Buy |
91,866
+895
| +1% | +$45.3K | 1.84% | 11 |
|
|
2022
Q1 | $4.63M | Buy |
90,971
+952
| +1% | +$50.4K | 1.57% | 20 |
|
|
2021
Q4 | $4.68M | Sell |
90,019
-4,177
| -4% | -$218K | 1.52% | 19 |
|
|
2021
Q3 | $5.09M | Buy |
94,196
+898
| +1% | +$49.7K | 1.73% | 16 |
|
|
2021
Q2 | $5.23M | Buy |
93,298
+387
| +0.4% | +$22.2K | 1.8% | 15 |
|
|
2021
Q1 | $5.4M | Sell |
92,911
-5,681
| -6% | -$321K | 1.91% | 15 |
|
|
2020
Q4 | $5.79M | Sell |
98,592
-3,715
| -4% | -$221K | 2.1% | 14 |
|
|
2020
Q3 | $6.09M | Sell |
102,307
-122
| -0.1% | -$7.09K | 2.41% | 9 |
|
|
2020
Q2 | $5.64M | Buy |
102,429
+94,809
| +1,244% | +$5.33M | 2.29% | 10 |
|
|
2020
Q1 | $403K | Sell |
7,620
-89,594
| -92% | -$5.13M | 0.16% | 74 |
|
|
2019
Q4 | $5.97M | Sell |
97,214
-7,889
| -8% | -$476K | 2.3% | 9 |
|
|
2019
Q3 | $6.34M | Buy |
105,103
+14,536
| +16% | +$837K | 2.41% | 7 |
|
|
2019
Q2 | $5.17M | Sell |
90,567
-400
| -0.4% | -$23K | 2.28% | 13 |
|
|
2019
Q1 | $5.38M | Buy |
90,967
+532
| +0.6% | +$30.1K | 2.37% | 12 |
|
|
2018
Q4 | $5.08M | Sell |
90,435
-1,599
| -2% | -$90.7K | 2.29% | 10 |
|
|
2018
Q3 | $4.91K | Sell |
92,034
-601
| -0.6% | -$31.8K | 1.47% | 13 |
|
|
2018
Q2 | $4.66M | Buy |
92,635
+526
| +0.6% | +$25.5K | 2% | 10 |
|
|
2018
Q1 | $4.41M | Buy |
92,109
+2,804
| +3% | +$141K | 1.9% | 13 |
|
|
2017
Q4 | $4.73M | Buy |
89,305
+547
| +0.6% | +$26.9K | 1.99% | 12 |
|
|
2017
Q3 | $4.39M | Buy |
88,758
+2,584
| +3% | +$122K | 2.03% | 12 |
|
|
2017
Q2 | $3.85M | Sell |
86,174
-1,650
| -2% | -$76.9K | 1.93% | 12 |
|
|
2017
Q1 | $4.28M | Buy |
87,824
+16,023
| +22% | +$804K | 2.22% | 11 |
|
|
2016
Q4 | $3.83M | Sell |
71,801
-4,016
| -5% | -$201K | 2.04% | 12 |
|
|
2016
Q3 | $3.94M | Buy |
75,817
+2,600
| +4% | +$140K | 2.17% | 10 |
|
|
2016
Q2 | $4.09M | Buy |
73,217
+7,186
| +11% | +$373K | 2.28% | 8 |
|
|
2016
Q1 | $3.57M | Buy |
66,031
+406
| +0.6% | +$20.3K | 2.05% | 11 |
|
|
2015
Q4 | $3.03M | Buy |
65,625
+2,956
| +5% | +$134K | 1.77% | 16 |
|
|
2015
Q3 | $2.73M | Buy |
62,669
+4,214
| +7% | +$194K | 1.69% | 19 |
|
|
2015
Q2 | $2.73M | Buy |
58,455
+4,271
| +8% | +$209K | 1.58% | 20 |
|
|
2015
Q1 | $2.63M | Buy |
54,184
+2,550
| +5% | +$123K | 1.49% | 21 |
|
|
2014
Q4 | $2.42M | Buy |
51,634
+1,686
| +3% | +$82.5K | 1.37% | 19 |
|
|
2014
Q3 | $2.5M | Buy |
49,948
+22,969
| +85% | +$1.14M | 1.46% | 19 |
|
|
2014
Q2 | $1.32M | Buy |
26,979
+1,087
| +4% | +$52.7K | 0.69% | 51 |
|
|
2014
Q1 | $1.23M | Buy |
+25,892
| New | +$1.22M | 0.68% | 53 |
|
Other funds holding VZ
VCM
VPM
Walter & Keenan Wealth Management's VZ Position: Q1 2026 in Review
Walter & Keenan Wealth Management reduced its Verizon (VZ) stake by 2.8% in Q1 2026, selling an estimated $21.7K and leaving 16,242 shares worth $815K. The position accounts for 0.23% of the portfolio, ranked #78.
Walter & Keenan Wealth Management first reported a position in VZ in Q1 2014 and has held it in 49 quarters since. The position peaked at $6.34M in Q3 2019. 3,259 funds tracked by Wall St. Rank hold VZ as of Q1 2026.
- Walter & Keenan Wealth Management held 16,242 shares of Verizon worth $815K as of Q1 2026.
- Walter & Keenan Wealth Management sold 469 Verizon shares in Q1 2026, an estimated $21.7K.
- Verizon made up 0.23% of Walter & Keenan Wealth Management's portfolio in Q1 2026, its #78 holding.
- Walter & Keenan Wealth Management first reported a position in Verizon in Q1 2014 and has held it in 49 quarters since.
- Walter & Keenan Wealth Management's Verizon position peaked at $6.34M in Q3 2019.
- 3,259 funds tracked by Wall St. Rank held Verizon as of Q1 2026.
Based on Walter & Keenan Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.