Windsor Advisory Group’s Verizon VZ Stock Holding History

Windsor Advisory Group’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	$1.75M	Buy	34,772 +821	+2%	+$38K	1.46%	14
2025 Q4	$1.38M	Hold	33,951	–	–	1.23%	14
2025 Q3	$1.49M	Buy	33,951 +26,713	+369%	+$1.16M	1.32%	14
2025 Q2	$313K	Buy	7,238 +238	+3%	+$10.3K	0.44%	30
2025 Q1	$318K	Sell	7,000 -2,149	-23%	-$89.5K	0.41%	31
2024 Q4	$366K	Sell	9,149 -30,002	-77%	-$1.27M	0.43%	38
2024 Q3	$1.76M	Buy	39,151 +27,151	+226%	+$1.13M	1.98%	9
2024 Q2	$495K	Sell	12,000 -524	-4%	-$21.1K	0.99%	20
2024 Q1	$526K	Buy	12,524 +524	+4%	+$21.1K	1.48%	18
2023 Q4	$452K	Sell	12,000 -8,343	-41%	-$295K	1.35%	23
2023 Q3	$659K	Buy	20,343 +1,843	+10%	+$62.3K	1.57%	16
2023 Q2	$688K	Hold	18,500	–	–	1.7%	15
2023 Q1	$719K	Sell	18,500 -715	-4%	-$28.2K	1.72%	15
2022 Q4	$757K	Buy	+19,215	New	+$724K	2.01%	13

Other funds holding VZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Windsor Advisory Group's VZ Position: Q1 2026 in Review

Windsor Advisory Group increased its Verizon (VZ) stake by 2.4% in Q1 2026, buying an estimated $38K and bringing the position to 34,772 shares worth $1.75M. The position accounts for 1.46% of the portfolio, ranked #14.

Windsor Advisory Group first reported a position in VZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.76M in Q3 2024. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Windsor Advisory Group held 34,772 shares of Verizon worth $1.75M as of Q1 2026.
Windsor Advisory Group bought 821 Verizon shares in Q1 2026, an estimated $38K.
Verizon made up 1.46% of Windsor Advisory Group's portfolio in Q1 2026, its #14 holding.
Windsor Advisory Group first reported a position in Verizon in Q4 2022 and has held it in 14 quarters since.
Windsor Advisory Group's Verizon position peaked at $1.76M in Q3 2024.
3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Windsor Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.