West Branch Capital’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$71.9K Sell
1,699
-600
-26% -$28.1K 0.02% 125
2026
Q1
$115K Buy
2,299
+113
+5% +$5.24K 0.03% 102
2025
Q4
$89K Buy
2,186
+728
+50% +$29.5K 0.02% 120
2025
Q3
$64.1K Sell
1,458
-1
-0.1% -$43 0.02% 134
2025
Q2
$63.1K Sell
1,459
-2,284
-61% -$98.9K 0.02% 132
2025
Q1
$170K Hold
3,743
0.06% 88
2024
Q4
$150K Sell
3,743
-1
-0% -$42 0.05% 95
2024
Q3
$168K Sell
3,744
-105
-3% -$4.38K 0.06% 91
2024
Q2
$159K Sell
3,849
-104
-3% -$4.19K 0.06% 93
2024
Q1
$166K Buy
3,953
+600
+18% +$24.2K 0.07% 90
2023
Q4
$126K Sell
3,353
-230
-6% -$8.14K 0.06% 96
2023
Q3
$116K Buy
3,583
+26
+0.7% +$879 0.06% 101
2023
Q2
$132K Sell
3,557
-3
-0.1% -$111 0.07% 99
2023
Q1
$138K Buy
3,560
+200
+6% +$7.89K 0.08% 95
2022
Q4
$132K Sell
3,360
-58,145
-95% -$2.19M 0.08% 95
2022
Q3
$2.33M Sell
61,505
-2,233
-4% -$99.4K 1.45% 16
2022
Q2
$3.23M Buy
63,738
+278
+0.4% +$14.1K 1.87% 15
2022
Q1
$3.23M Sell
63,460
-1,815
-3% -$96.1K 1.54% 16
2021
Q4
$3.39M Sell
65,275
-2,602
-4% -$136K 1.44% 18
2021
Q3
$3.67M Sell
67,877
-1,521
-2% -$84.1K 1.76% 14
2021
Q2
$3.89M Sell
69,398
-1,264
-2% -$72.5K 1.91% 11
2021
Q1
$4.11M Sell
70,662
-1,421
-2% -$80.2K 2.4% 10
2020
Q4
$4.24M Sell
72,083
-1,318
-2% -$78.3K 2.5% 8
2020
Q3
$4.37M Sell
73,401
-1,199
-2% -$69.7K 2.79% 7
2020
Q2
$4.11M Sell
74,600
-4,052
-5% -$228K 2.9% 7
2020
Q1
$4.23M Sell
78,652
-2,504
-3% -$143K 4.04% 6
2019
Q4
$4.98M Sell
81,156
-9,591
-11% -$579K 3.47% 7
2019
Q3
$5.48M Buy
90,747
+1,661
+2% +$95.7K 4.06% 4
2019
Q2
$5.09M Buy
89,086
+5,434
+6% +$313K 4.2% 4
2019
Q1
$4.95M Buy
83,652
+8,303
+11% +$470K 4.43% 5
2018
Q4
$4.24M Sell
75,349
-399
-0.5% -$22.6K 4.46% 5
2018
Q3
$4.04M Buy
75,748
+1,367
+2% +$72.4K 3% 8
2018
Q2
$3.74M Buy
74,381
+23,619
+47% +$1.14M 2.95% 8
2018
Q1
$2.43M Buy
+50,762
New +$2.55M 2.66% 12

Other funds holding VZ

West Branch Capital's VZ Position: Q2 2026 in Review

West Branch Capital reduced its Verizon (VZ) stake by 26% in Q2 2026, selling an estimated $28.1K and leaving 1,699 shares worth $71.9K. The position accounts for 0.02% of the portfolio, ranked #125.

West Branch Capital first reported a position in VZ in Q1 2018 and has held it in 34 quarters since. The position peaked at $5.48M in Q3 2019. 1,473 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • West Branch Capital held 1,699 shares of Verizon worth $71.9K as of Q2 2026.
  • West Branch Capital sold 600 Verizon shares in Q2 2026, an estimated $28.1K.
  • Verizon made up 0.02% of West Branch Capital's portfolio in Q2 2026, its #125 holding.
  • West Branch Capital first reported a position in Verizon in Q1 2018 and has held it in 34 quarters since.
  • West Branch Capital's Verizon position peaked at $5.48M in Q3 2019.
  • 1,473 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.