Grant Private Wealth Management Inc VZ VERIZON COMMUNICATIONS INC

Ownership history in Grant Private Wealth Management Inc  ·  6 quarters on record

AI Ownership Summary

Grant Private Wealth Management Inc reported VERIZON COMMUNICATIONS INC (VZ) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 2.9% in 2025 Q2. The latest visible filing shows VZ at 0.64% 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 Grant Private Wealth Management Inc'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
2026 Q1

VZ was reported at 0.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.9% in 2025 Q2

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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 Grant Private Wealth Management Inc held VZ — position size vs. price
% of Fund (quarterly)    VZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 24,212 +2,691 +12.5% 0.64% $1.2M 2026-04-14 $45.48
2025 Q4 ADDED 21,521 +1,403 +7.0% 0.53% $877K 2026-01-05 $38.96
2025 Q3 REDUCED 83.0% -6.3% 20,118 -97,956 -83.0% 0.55% $884K 2025-10-07 $39.41
2025 Q2 ADDED 118,074 +97,687 +479.2% 2.90% $5.1M 2025-07-11 $39.62
2025 Q1 ADDED 20,387 +1,736 +9.3% 1.00% $925K 2025-04-17 $41.26
2024 Q4 INITIATED 18,651 0.80% $746K 2025-02-12 $37.37

FAQ About Grant Private Wealth Management Inc and VZ

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

How long has Grant Private Wealth Management Inc reported owning VZ?

Grant Private Wealth Management Inc reported VZ across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported VZ position in Grant Private Wealth Management Inc's portfolio?

The largest reported portfolio weight for VZ was 2.90% in 2025 Q2.

What is the latest reported VZ position on this page?

The most recent filing on this page is 2026 Q1, when Grant Private Wealth Management Inc reported 24,212 shares, equal to 0.64% of portfolio, with an estimated market value of $1.2M.

What does the chart on this VZ ownership page compare?

The chart compares Grant Private Wealth Management Inc'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.

How well did Grant Private Wealth Management Inc time their VZ position?

Based on 13F filing dates vs. subsequent VZ price moves, Grant Private Wealth Management Inc correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on VZ relative to SPY over the holding period was +4.1%.

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