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Wambolt & Associates’s Verizon VZ Stock Holding History

Wambolt & Associates’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 		$2.24M Sell
51,254
-1,990
-4% -$86.2K 0.75% 43
2025
Q1 		$2.42M Buy
53,244
+1,458
+3% +$60.7K 0.82% 41
2024
Q4 		$2.07M Sell
51,786
-7,588
-13% -$320K 0.66% 50
2024
Q3 		$2.68M Buy
59,374
+3,454
+6% +$144K 0.73% 47
2024
Q2 		$2.33M Buy
55,920
+3,062
+6% +$123K 0.68% 52
2024
Q1 		$2.23M Buy
52,858
+11,885
+29% +$479K 0.67% 52
2023
Q4 		$1.54M Buy
40,973
+7,366
+22% +$261K 0.51% 61
2023
Q3 		$1.07M Sell
33,607
-74
-0.2% -$2.5K 0.39% 90
2023
Q2 		$1.25M Buy
33,681
+2,867
+9% +$106K 0.45% 85
2023
Q1 		$1.21M Buy
30,814
+1,939
+7% +$76.5K 0.43% 86
2022
Q4 		$1.14M Sell
28,875
-216
-0.7% -$8.14K 0.44% 91
2022
Q3 		$1.1M Buy
29,091
+193
+0.7% +$8.6K 0.47% 83
2022
Q2 		$1.47M Buy
28,898
+1,037
+4% +$52.5K 0.59% 55
2022
Q1 		$1.45M Buy
27,861
+2,867
+11% +$152K 0.53% 66
2021
Q4 		$1.3M Buy
24,994
+1,565
+7% +$81.7K 0.47% 76
2021
Q3 		$1.27M Buy
23,429
+212
+0.9% +$11.7K 0.51% 74
2021
Q2 		$1.31M Buy
23,217
+1,174
+5% +$67.4K 0.56% 62
2021
Q1 		$1.28M Sell
22,043
-272
-1% -$15.3K 0.67% 51
2020
Q4 		$1.31M Buy
22,315
+1,037
+5% +$61.6K 0.78% 38
2020
Q3 		$1.27M Buy
21,278
+1,776
+9% +$103K 0.95% 23
2020
Q2 		$1.07M Buy
19,502
+1,344
+7% +$75.6K 0.85% 27
2020
Q1 		$976K Buy
18,158
+1,458
+9% +$83.4K 1.01% 24
2019
Q4 		$1.02M Buy
16,700
+1,375
+9% +$82.9K 0.78% 35
2019
Q3 		$925K Buy
15,325
+143
+0.9% +$8.23K 0.76% 37
2019
Q2 		$867K Buy
15,182
+1,150
+8% +$66.3K 0.73% 41
2019
Q1 		$819K Buy
14,032
+417
+3% +$23.6K 0.74% 35
2018
Q4 		$765K Buy
+13,615
New +$773K 0.84% 32

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Wambolt & Associates's VZ Position: Q2 2025 in Review

Wambolt & Associates reduced its Verizon (VZ) stake by 3.7% in Q2 2025, selling an estimated $86.2K and leaving 51,254 shares worth $2.24M. The position accounts for 0.75% of the portfolio, ranked #43.

Wambolt & Associates first reported a position in VZ in Q4 2018 and has held it in 27 quarters since. The position peaked at $2.68M in Q3 2024. 3,038 funds tracked by Wall St. Rank hold VZ as of Q2 2025.

  • Wambolt & Associates held 51,254 shares of Verizon worth $2.24M as of Q2 2025.
  • Wambolt & Associates sold 1,990 Verizon shares in Q2 2025, an estimated $86.2K.
  • Verizon made up 0.75% of Wambolt & Associates's portfolio in Q2 2025, its #43 holding.
  • Wambolt & Associates first reported a position in Verizon in Q4 2018 and has held it in 27 quarters since.
  • Wambolt & Associates's Verizon position peaked at $2.68M in Q3 2024.
  • 3,038 funds tracked by Wall St. Rank held Verizon as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.