VZ β€” VERIZON COMMUNICATIONS INC

Ownership history in Berry Wealth Group, LP  Β·  8 quarters on record

AI Ownership Summary

Berry Wealth Group, LP reported VERIZON COMMUNICATIONS INC (VZ) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.68% in 2025 Q1. The latest visible filing shows VZ at 0.98% 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.

What this VZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Berry Wealth Group, LP'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 0.98% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.68% in 2025 Q1

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

Time in book
Holding Window
2023 Q4 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 Berry Wealth Group, LP held VZ β€” position size vs. price
% of Fund (quarterly)    VZ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 6,856 -40,341 -85.5% 0.98% $279K 2026-02-14 (Est.) $49.01
2025 Q2 REDUCED 47,197 -222 -0.5% 1.43% $2.0M 2025-08-13 $42.24
2025 Q1 REDUCED 47,419 -1,308 -2.7% 1.68% $2.2M 2025-04-23 $40.61
2024 Q4 REDUCED 48,727 -1,654 -3.3% 1.41% $1.9M 2025-01-24 $37.01
2024 Q3 ADDED 50,381 +9,249 +22.5% 1.62% $2.3M 2024-10-21 $40.19
2024 Q2 ADDED 41,132 +1,936 +4.9% 1.35% $1.7M 2024-07-31 $36.69
2024 Q1 REDUCED 39,196 -1,109 -2.8% 1.36% $1.6M 2024-04-22 $34.39
2023 Q4 INITIATED 40,305 β€” β€” 1.40% $1.5M 2024-02-05 $36.28

FAQ About Berry Wealth Group, LP and VZ

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

How long has Berry Wealth Group, LP reported owning VZ?

Berry Wealth Group, LP reported VZ across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VZ position in Berry Wealth Group, LP's portfolio?

The largest reported portfolio weight for VZ was 1.68% in 2025 Q1.

What is the latest reported VZ position on this page?

The most recent filing on this page is 2025 Q4, when Berry Wealth Group, LP reported 6,856 shares, equal to 0.98% of portfolio, with an estimated market value of $279K.

What does the chart on this VZ ownership page compare?

The chart compares Berry Wealth Group, LP'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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