WFS
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Widmann Financial Services’s Verizon VZ Stock Holding History

Widmann Financial Services’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 		$1.88M Buy
37,476
+2,020
+6% +$93.6K 1.12% 27
2025
Q4 		$1.44M Buy
35,456
+840
+2% +$34.1K 0.88% 31
2025
Q3 		$1.52M Sell
34,616
-22
-0.1% -$952 0.96% 29
2025
Q2 		$1.5M Buy
34,638
+70
+0.2% +$3.03K 1.05% 27
2025
Q1 		$1.57M Buy
34,568
+724
+2% +$30.1K 1.22% 24
2024
Q4 		$1.35M Buy
33,844
+1,144
+3% +$48.3K 1.05% 27
2024
Q3 		$1.47M Sell
32,700
-678
-2% -$28.3K 1.11% 28
2024
Q2 		$1.38M Sell
33,378
-330
-1% -$13.3K 1.12% 28
2024
Q1 		$1.41M Buy
33,708
+344
+1% +$13.9K 1.19% 29
2023
Q4 		$1.26M Buy
33,364
+778
+2% +$27.5K 1.13% 31
2023
Q3 		$1.06M Buy
32,586
+4,305
+15% +$145K 1.05% 35
2023
Q2 		$1.05M Buy
28,281
+1,501
+6% +$55.6K 1.01% 34
2023
Q1 		$1.04M Buy
26,780
+552
+2% +$21.8K 1.05% 36
2022
Q4 		$1.03M Sell
26,228
-7,206
-22% -$272K 1.08% 33
2022
Q3 		$1.27M Buy
33,434
+443
+1% +$19.7K 1.41% 24
2022
Q2 		$1.67M Buy
32,991
+1,218
+4% +$61.6K 1.73% 20
2022
Q1 		$1.62M Buy
31,773
+1,440
+5% +$76.3K 1.43% 23
2021
Q4 		$1.58M Buy
+30,333
New +$1.58M 1.3% 24

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

Widmann Financial Services's VZ Position: Q1 2026 in Review

Widmann Financial Services increased its Verizon (VZ) stake by 5.7% in Q1 2026, buying an estimated $93.6K and bringing the position to 37,476 shares worth $1.88M. The position accounts for 1.12% of the portfolio, ranked #27.

Widmann Financial Services first reported a position in VZ in Q4 2021 and has held it in 18 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Widmann Financial Services held 37,476 shares of Verizon worth $1.88M as of Q1 2026.
  • Widmann Financial Services bought 2,020 Verizon shares in Q1 2026, an estimated $93.6K.
  • Verizon made up 1.12% of Widmann Financial Services's portfolio in Q1 2026, its #27 holding.
  • Widmann Financial Services first reported a position in Verizon in Q4 2021 and has held it in 18 quarters since.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.