Wellington Shields Capital 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 | $2.31M | Buy |
45,948
+6,113
| +15% | +$283K | 0.35% | 64 |
|
|
2025
Q4 | $1.62M | Sell |
39,835
-2,040
| -5% | -$82.7K | 0.24% | 82 |
|
|
2025
Q3 | $1.84M | Sell |
41,875
-79
| -0.2% | -$3.42K | 0.28% | 80 |
|
|
2025
Q2 | $1.82M | Buy |
41,954
+753
| +2% | +$32.6K | 0.31% | 76 |
|
|
2025
Q1 | $1.87M | Sell |
41,201
-195,031
| -83% | -$8.12M | 0.34% | 67 |
|
|
2024
Q4 | $1.65M | Buy |
236,232
+195,067
| +474% | +$8.23M | 0.29% | 72 |
|
|
2024
Q3 | $1.85M | Sell |
41,165
-584
| -1% | -$24.4K | 0.32% | 70 |
|
|
2024
Q2 | $1.72M | Buy |
41,749
+6,321
| +18% | +$255K | 0.31% | 68 |
|
|
2024
Q1 | $1.49M | Sell |
35,428
-10,945
| -24% | -$441K | 0.28% | 80 |
|
|
2023
Q4 | $1.75M | Sell |
46,373
-2,798
| -6% | -$99K | 0.22% | 66 |
|
|
2023
Q3 | $1.59M | Sell |
49,171
-1,887
| -4% | -$63.8K | 0.21% | 68 |
|
|
2023
Q2 | $1.9M | Sell |
51,058
-2,220
| -4% | -$82.2K | 0.23% | 64 |
|
|
2023
Q1 | $2.07M | Sell |
53,278
-389
| -0.7% | -$15.3K | 0.25% | 58 |
|
|
2022
Q4 | $2.11M | Buy |
53,667
+6,211
| +13% | +$234K | 0.26% | 52 |
|
|
2022
Q3 | $1.8M | Buy |
47,456
+787
| +2% | +$35K | 0.43% | 59 |
|
|
2022
Q2 | $2.37M | Sell |
46,669
-1,138
| -2% | -$57.6K | 0.29% | 45 |
|
|
2022
Q1 | $2.43M | Sell |
47,807
-34,374
| -42% | -$1.82M | 0.27% | 58 |
|
|
2021
Q4 | $4.27M | Buy |
82,181
+13,138
| +19% | +$685K | 0.55% | 36 |
|
|
2021
Q3 | $3.73M | Sell |
69,043
-40,667
| -37% | -$2.25M | 0.51% | 36 |
|
|
2021
Q2 | $6.15M | Sell |
109,710
-27,443
| -20% | -$1.57M | 0.74% | 26 |
|
|
2021
Q1 | $7.97M | Buy |
137,153
+11,338
| +9% | +$640K | 0.76% | 24 |
|
|
2020
Q4 | $7.39M | Buy |
125,815
+11,390
| +10% | +$676K | 0.99% | 19 |
|
|
2020
Q3 | $6.81M | Buy |
114,425
+5,387
| +5% | +$313K | 1.08% | 19 |
|
|
2020
Q2 | $6.01M | Sell |
109,038
-6,812
| -6% | -$383K | 0.96% | 20 |
|
|
2020
Q1 | $6.22M | Sell |
115,850
-3,893
| -3% | -$223K | 1.18% | 15 |
|
|
2019
Q4 | $7.35M | Sell |
119,743
-1,065
| -0.9% | -$64.2K | 1.13% | 17 |
|
|
2019
Q3 | $7.29M | Sell |
120,808
-448
| -0.4% | -$25.8K | 1.19% | 14 |
|
|
2019
Q2 | $6.93M | Buy |
121,256
+857
| +0.7% | +$49.4K | 1.15% | 13 |
|
|
2019
Q1 | $7.12M | Buy |
120,399
+3,424
| +3% | +$194K | 1.21% | 13 |
|
|
2018
Q4 | $6.58M | Buy |
116,975
+15,342
| +15% | +$871K | 1.24% | 11 |
|
|
2018
Q3 | $5.43M | Buy |
101,633
+992
| +1% | +$52.5K | 0.88% | 20 |
|
|
2018
Q2 | $5.06M | Buy |
100,641
+10,953
| +12% | +$530K | 0.84% | 22 |
|
|
2018
Q1 | $4.29M | Buy |
89,688
+780
| +0.9% | +$39.2K | 0.65% | 28 |
|
|
2017
Q4 | $4.71M | Sell |
88,908
-1,383
| -2% | -$68K | 0.73% | 25 |
|
|
2017
Q3 | $4.47M | Sell |
90,291
-20,656
| -19% | -$972K | 0.73% | 25 |
|
|
2017
Q2 | $4.96M | Sell |
110,947
-9,942
| -8% | -$463K | 0.81% | 21 |
|
|
2017
Q1 | $5.89M | Sell |
120,889
-3,109
| -3% | -$156K | 0.95% | 14 |
|
|
2016
Q4 | $6.62M | Buy |
123,998
+887
| +0.7% | +$44.3K | 1.1% | 10 |
|
|
2016
Q3 | $6.4M | Buy |
123,111
+386
| +0.3% | +$20.7K | 1.11% | 11 |
|
|
2016
Q2 | $6.85M | Buy |
122,725
+17,477
| +17% | +$907K | 1.16% | 11 |
|
|
2016
Q1 | $5.69M | Buy |
105,248
+4,546
| +5% | +$227K | 1% | 12 |
|
|
2015
Q4 | $4.65M | Buy |
100,702
+8,695
| +9% | +$395K | 0.79% | 19 |
|
|
2015
Q3 | $4M | Sell |
92,007
-22,184
| -19% | -$1.02M | 0.69% | 26 |
|
|
2015
Q2 | $5.32M | Buy |
114,191
+605
| +0.5% | +$29.6K | 0.81% | 21 |
|
|
2015
Q1 | $5.52M | Sell |
113,586
-10,465
| -8% | -$505K | 0.83% | 21 |
|
|
2014
Q4 | $5.8M | Buy |
124,051
+3,078
| +3% | +$151K | 0.92% | 18 |
|
|
2014
Q3 | $6.05M | Sell |
120,973
-3,558
| -3% | -$177K | 1% | 17 |
|
|
2014
Q2 | $6.09M | Buy |
124,531
+2,218
| +2% | +$107K | 0.95% | 16 |
|
|
2014
Q1 | $5.82M | Buy |
122,313
+10,766
| +10% | +$509K | 1% | 14 |
|
|
2013
Q4 | $5.48M | Buy |
111,547
+804
| +0.7% | +$39.5K | 0.98% | 15 |
|
|
2013
Q3 | $5.17M | Sell |
110,743
-3,070
| -3% | -$150K | 0.99% | 14 |
|
|
2013
Q2 | $5.73M | Buy |
+113,813
| New | +$5.81M | 1.01% | 14 |
|
Other funds holding VZ
VCM
VPM
Wellington Shields Capital Management's VZ Position: Q1 2026 in Review
Wellington Shields Capital Management increased its Verizon (VZ) stake by 15% in Q1 2026, buying an estimated $283K and bringing the position to 45,948 shares worth $2.31M. The position accounts for 0.35% of the portfolio, ranked #64.
Wellington Shields Capital Management first reported a position in VZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.97M in Q1 2021. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.
- Wellington Shields Capital Management held 45,948 shares of Verizon worth $2.31M as of Q1 2026.
- Wellington Shields Capital Management bought 6,113 Verizon shares in Q1 2026, an estimated $283K.
- Verizon made up 0.35% of Wellington Shields Capital Management's portfolio in Q1 2026, its #64 holding.
- Wellington Shields Capital Management first reported a position in Verizon in Q2 2013 and has held it in 52 quarters since.
- Wellington Shields Capital Management's Verizon position peaked at $7.97M in Q1 2021.
- 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.
Based on Wellington Shields Capital Management's 13F filing for Q1 2026, filed 4 May 2026.