Wendell David Associates’s Verizon VZ Stock Holding History

Wendell David 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
2026 Q2	$1.63M	Sell	38,591 -284	-0.7%	-$13.3K	0.17%	73
2026 Q1	$1.95M	Buy	38,875 +400	+1%	+$18.5K	0.21%	72
2025 Q4	$1.57M	Hold	38,475	–	–	0.16%	76
2025 Q3	$1.69M	Sell	38,475 -99	-0.3%	-$4.29K	0.17%	74
2025 Q2	$1.67M	Sell	38,574 -1,043	-3%	-$45.2K	0.17%	75
2025 Q1	$1.8M	Buy	39,617 +50	+0.1%	+$2.08K	0.18%	71
2024 Q4	$1.58M	Sell	39,567 -765	-2%	-$32.3K	0.16%	74
2024 Q3	$1.81M	Sell	40,332 -2,190	-5%	-$91.4K	0.17%	73
2024 Q2	$1.75M	Sell	42,522 -17,150	-29%	-$691K	0.18%	73
2024 Q1	$2.5M	Sell	59,672 -5,761	-9%	-$232K	0.25%	70
2023 Q4	$2.47M	Sell	65,433 -1,300	-2%	-$46K	0.27%	68
2023 Q3	$2.16M	Sell	66,733 -2,550	-4%	-$86.2K	0.25%	68
2023 Q2	$2.58M	Sell	69,283 -3,597	-5%	-$133K	0.29%	68
2023 Q1	$2.83M	Buy	72,880 +6,350	+10%	+$250K	0.34%	67
2022 Q4	$2.62M	Sell	66,530 -11,150	-14%	-$420K	0.32%	69
2022 Q3	$2.95M	Sell	77,680 -804	-1%	-$35.8K	0.4%	56
2022 Q2	$3.98M	Buy	78,484 +2,079	+3%	+$105K	0.51%	52
2022 Q1	$3.89M	Buy	76,405 +75	+0.1%	+$3.97K	0.43%	58
2021 Q4	$3.97M	Sell	76,330 -2,776	-4%	-$145K	0.4%	58
2021 Q3	$4.27M	Buy	79,106 +3,135	+4%	+$173K	0.48%	54
2021 Q2	$4.26M	Buy	75,971 +635	+0.8%	+$36.4K	0.48%	53
2021 Q1	$4.38M	Buy	75,336 +3,430	+5%	+$194K	0.53%	50
2020 Q4	$4.22M	Buy	71,906 +2,240	+3%	+$133K	0.52%	49
2020 Q3	$4.14M	Hold	69,666	–	–	0.55%	48
2020 Q2	$3.84M	Buy	69,666 +6,560	+10%	+$369K	0.56%	46
2020 Q1	$3.39M	Buy	63,106 +304	+0.5%	+$17.4K	0.57%	46
2019 Q4	$3.86M	Sell	62,802 -1,400	-2%	-$84.4K	0.53%	52
2019 Q3	$3.88M	Sell	64,202 -104	-0.2%	-$5.99K	0.57%	50
2019 Q2	$3.67M	Sell	64,306 -799	-1%	-$46K	0.55%	52
2019 Q1	$3.85M	Sell	65,105 -364	-0.6%	-$20.6K	0.6%	46
2018 Q4	$3.68M	Buy	65,469 +50	+0.1%	+$2.84K	0.66%	43
2018 Q3	$3.49M	Buy	65,419 +425	+0.7%	+$22.5K	0.54%	53
2018 Q2	$3.27M	Buy	64,994 +3,649	+6%	+$177K	0.56%	49
2018 Q1	$2.93M	Sell	61,345 -408	-0.7%	-$20.5K	0.53%	49
2017 Q4	$3.27M	Sell	61,753 -366	-0.6%	-$18K	0.56%	46
2017 Q3	$3.07M	Buy	62,119 +1,266	+2%	+$59.6K	0.54%	46
2017 Q2	$2.72M	Sell	60,853 -1,970	-3%	-$91.8K	0.51%	49
2017 Q1	$3.06M	Sell	62,823 -3,654	-5%	-$183K	0.59%	45
2016 Q4	$3.55M	Sell	66,477 -614	-0.9%	-$30.7K	0.7%	40
2016 Q3	$3.49M	Buy	67,091 +1,400	+2%	+$75.1K	0.69%	42
2016 Q2	$3.68M	Sell	65,691 -3,684	-5%	-$191K	0.72%	42
2016 Q1	$3.75M	Sell	69,375 -1,008	-1%	-$50.4K	0.73%	39
2015 Q4	$3.24M	Buy	70,383 +2,283	+3%	+$104K	0.64%	44
2015 Q3	$3M	Buy	68,100 +100	+0.1%	+$4.61K	0.62%	45
2015 Q2	$3.2M	Buy	68,000 +700	+1%	+$34.3K	0.62%	44
2015 Q1	$3.3M	Buy	67,300 +2,586	+4%	+$125K	0.63%	44
2014 Q4	$3.04M	Buy	64,714 +11,686	+22%	+$572K	0.59%	44
2014 Q3	$2.65M	Buy	53,028 +3,298	+7%	+$164K	0.55%	51
2014 Q2	$2.44M	Buy	49,730 +138	+0.3%	+$6.69K	0.51%	53
2014 Q1	$2.38M	Buy	49,592 +1,512	+3%	+$71.5K	0.52%	52
2013 Q4	$2.36M	Buy	48,080 +6,320	+15%	+$311K	0.52%	50
2013 Q3	$1.96M	Buy	41,760 +802	+2%	+$39.1K	0.47%	56
2013 Q2	$2.05M	Buy	+40,958	New	+$2.09M	0.51%	52

Other funds holding VZ

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Wendell David Associates's VZ Position: Q2 2026 in Review

Wendell David Associates reduced its Verizon (VZ) stake by 0.73% in Q2 2026, selling an estimated $13.3K and leaving 38,591 shares worth $1.63M. The position accounts for 0.17% of the portfolio, ranked #73.

Wendell David Associates first reported a position in VZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.38M in Q1 2021. 1,279 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Wendell David Associates held 38,591 shares of Verizon worth $1.63M as of Q2 2026.
Wendell David Associates sold 284 Verizon shares in Q2 2026, an estimated $13.3K.
Verizon made up 0.17% of Wendell David Associates's portfolio in Q2 2026, its #73 holding.
Wendell David Associates first reported a position in Verizon in Q2 2013 and has held it in 53 quarters since.
Wendell David Associates's Verizon position peaked at $4.38M in Q1 2021.
1,279 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Wendell David Associates's 13F filing for Q2 2026, filed 27 Jul 2026.