WFI
VZ icon

West Family Investments’s Verizon VZ Stock Holding History

West Family Investments’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
Q1 		$1.24M Sell
24,781
-428
-2% -$19.8K 0.44% 39
2025
Q4 		$1.03M Sell
25,209
-11,110
-31% -$451K 0.24% 81
2025
Q3 		$1.6M Buy
36,319
+147
+0.4% +$6.36K 0.36% 52
2025
Q2 		$1.57M Buy
36,172
+7,620
+27% +$330K 0.41% 39
2025
Q1 		$1.3M Buy
28,552
+2,404
+9% +$100K 0.49% 39
2024
Q4 		$1.05M Sell
26,148
-1,536
-6% -$64.8K 0.36% 53
2024
Q3 		$1.24M Buy
27,684
+1,940
+8% +$81K 0.42% 49
2024
Q2 		$1.06M Sell
25,744
-411
-2% -$16.6K 0.32% 66
2024
Q1 		$1.1M Sell
26,155
-516
-2% -$20.8K 0.34% 59
2023
Q4 		$1.01M Buy
26,671
+15,590
+141% +$552K 0.34% 59
2023
Q3 		$359K Buy
11,081
+2,544
+30% +$86K 0.13% 127
2023
Q2 		$317K Sell
8,537
-20,986
-71% -$777K 0.12% 151
2023
Q1 		$1.15M Sell
29,523
-2,424
-8% -$95.6K 0.45% 55
2022
Q4 		$1.26M Buy
31,947
+24,433
+325% +$921K 0.43% 44
2022
Q3 		$285K Sell
7,514
-9,806
-57% -$437K 0.12% 162
2022
Q2 		$879K Sell
17,320
-9,057
-34% -$458K 0.35% 57
2022
Q1 		$1.34M Sell
26,377
-4,699
-15% -$249K 0.38% 46
2021
Q4 		$1.61M Buy
31,076
+17,583
+130% +$917K 0.44% 40
2021
Q3 		$729K Sell
13,493
-21,863
-62% -$1.21M 0.19% 100
2021
Q2 		$1.98M Buy
+35,356
New +$2.03M 0.54% 28

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

West Family Investments's VZ Position: Q1 2026 in Review

West Family Investments reduced its Verizon (VZ) stake by 1.7% in Q1 2026, selling an estimated $19.8K and leaving 24,781 shares worth $1.24M. The position accounts for 0.44% of the portfolio, ranked #39.

West Family Investments first reported a position in VZ in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.98M in Q2 2021. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • West Family Investments held 24,781 shares of Verizon worth $1.24M as of Q1 2026.
  • West Family Investments sold 428 Verizon shares in Q1 2026, an estimated $19.8K.
  • Verizon made up 0.44% of West Family Investments's portfolio in Q1 2026, its #39 holding.
  • West Family Investments first reported a position in Verizon in Q2 2021 and has held it in 20 quarters since.
  • West Family Investments's Verizon position peaked at $1.98M in Q2 2021.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.