Westbourne Investments’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
$1.43M Sell
33,760
-1,395
-4% -$65.4K 0.58% 52
2026
Q1
$1.76M Buy
+35,155
New +$1.63M 0.84% 42
2025
Q1
Sell
-5,471
Closed -$219K 153
2024
Q4
$219K Buy
+5,471
New +$231K 0.13% 113

Other funds holding VZ

Westbourne Investments's VZ Position: Q2 2026 in Review

Westbourne Investments reduced its Verizon (VZ) stake by 4% in Q2 2026, selling an estimated $65.4K and leaving 33,760 shares worth $1.43M. The position accounts for 0.58% of the portfolio, ranked #52.

Westbourne Investments first reported a position in VZ in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.76M in Q1 2026. 3,144 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Westbourne Investments held 33,760 shares of Verizon worth $1.43M as of Q2 2026.
  • Westbourne Investments sold 1,395 Verizon shares in Q2 2026, an estimated $65.4K.
  • Verizon made up 0.58% of Westbourne Investments's portfolio in Q2 2026, its #52 holding.
  • Westbourne Investments first reported a position in Verizon in Q4 2024 and has held it in 3 quarters since.
  • Westbourne Investments's Verizon position peaked at $1.76M in Q1 2026.
  • 3,144 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.