VZ VERIZON COMMUNICATIONS INC

Ownership history in Baugh & Associates, LLC  ·  33 quarters on record

AI Ownership Summary

Baugh & Associates, LLC reported VERIZON COMMUNICATIONS INC (VZ) in 33 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.83% in 2024 Q1. The latest visible filing shows VZ at 2.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Baugh & Associates, LLC's position in VERIZON COMMUNICATIONS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VZ was reported at 2.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.83% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Baugh & Associates, LLC held VZ — position size vs. price
% of Fund (quarterly)    VZ price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 114,511 -4,215 -3.6% 2.13% $4.3M 2026-02-14 (Est.) $49.01
2025 Q3 REDUCED 118,726 -3,045 -2.5% 2.38% $4.8M 2025-10-27 $38.56
2025 Q2 REDUCED 121,771 -5,713 -4.5% 2.53% $4.9M 2025-07-11 $40.22
2025 Q1 REDUCED 127,484 -582 -0.5% 2.80% $5.5M 2025-04-23 $40.61
2024 Q4 ADDED 128,066 +5,651 +4.6% 2.56% $4.9M 2025-01-16 $35.88
2024 Q3 REDUCED 122,415 -155 -0.1% 2.75% $5.3M 2024-10-31 $38.74
2024 Q2 REDUCED 122,570 -4,280 -3.4% 2.70% $5.2M 2024-07-12 $37.51
2024 Q1 REDUCED 126,850 -712 -0.6% 2.83% $5.3M 2024-04-16 $35.43
2023 Q4 REDUCED 127,562 -3,938 -3.0% 2.76% $4.8M 2024-01-10 $34.26
2023 Q3 ADDED 131,500 +70,694 +116.3% 2.67% $4.3M 2023-10-13 $26.44
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Baugh & Associates, LLC and VZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Baugh & Associates, LLC reported owning VZ?

Baugh & Associates, LLC reported VZ across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported VZ position in Baugh & Associates, LLC's portfolio?

The largest reported portfolio weight for VZ was 2.83% in 2024 Q1.

What is the latest reported VZ position on this page?

The most recent filing on this page is 2025 Q4, when Baugh & Associates, LLC reported 114,511 shares, equal to 2.13% of portfolio, with an estimated market value of $4.3M.

What does the chart on this VZ ownership page compare?

The chart compares Baugh & Associates, LLC's quarterly VZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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