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Windle Wealth’s Verizon VZ Stock Holding History

Windle Wealth’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 		$9.81M Sell
195,387
-1,071
-0.5% -$49.6K 4.14% 8
2025
Q4 		$8M Buy
196,458
+16,937
+9% +$687K 3.58% 17
2025
Q3 		$7.89M Buy
179,521
+1,934
+1% +$83.7K 3.53% 19
2025
Q2 		$7.68M Sell
177,587
-6,303
-3% -$273K 3.76% 14
2025
Q1 		$8.34M Buy
183,890
+13,888
+8% +$578K 4.3% 10
2024
Q4 		$6.8M Buy
170,002
+7,071
+4% +$298K 3.76% 15
2024
Q3 		$7.32M Buy
162,931
+7,178
+5% +$300K 3.98% 15
2024
Q2 		$6.42M Sell
155,753
-4,217
-3% -$170K 3.92% 14
2024
Q1 		$6.71M Sell
159,970
-4,272
-3% -$172K 4.28% 7
2023
Q4 		$6.19M Buy
164,242
+1,270
+0.8% +$44.9K 4.34% 10
2023
Q3 		$5.28M Buy
162,972
+23,020
+16% +$778K 3.94% 18
2023
Q2 		$5.2M Buy
139,952
+4,300
+3% +$159K 3.76% 18
2023
Q1 		$5.28M Buy
135,652
+14,492
+12% +$572K 3.91% 19
2022
Q4 		$4.77M Buy
+121,160
New +$4.57M 3.73% 20

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

Windle Wealth's VZ Position: Q1 2026 in Review

Windle Wealth reduced its Verizon (VZ) stake by 0.55% in Q1 2026, selling an estimated $49.6K and leaving 195,387 shares worth $9.81M. The position accounts for 4.14% of the portfolio, ranked #8.

Windle Wealth first reported a position in VZ in Q4 2022 and has held it in 14 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Windle Wealth held 195,387 shares of Verizon worth $9.81M as of Q1 2026.
  • Windle Wealth sold 1,071 Verizon shares in Q1 2026, an estimated $49.6K.
  • Verizon made up 4.14% of Windle Wealth's portfolio in Q1 2026, its #8 holding.
  • Windle Wealth first reported a position in Verizon in Q4 2022 and has held it in 14 quarters since.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Windle Wealth's 13F filing for Q1 2026, filed 11 May 2026.