Patrick Mauro Investment Advisor, INC. VZ VERIZON COMMUNICATN

Ownership history in Patrick Mauro Investment Advisor, INC.  ·  15 quarters on record

AI Ownership Summary

Patrick Mauro Investment Advisor, INC. reported VERIZON COMMUNICATN (VZ) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 6.19% in 2026 Q1. The latest visible filing shows VZ at 6.19% 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 Patrick Mauro Investment Advisor, INC.'s position in VERIZON COMMUNICATN, 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 6.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.19% in 2026 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 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 Patrick Mauro Investment Advisor, 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 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 245,318 -22,056 -8.2% 6.19% $12.3M 2026-05-06 $47.44
2025 Q4 ADDED 267,374 +23,432 +9.6% 5.69% $10.9M 2026-02-10 $46.69
2025 Q3 ADDED 243,942 +11,128 +4.8% 5.63% $10.7M 2025-11-13 $39.81
2025 Q2 ADDED 232,814 +5,570 +2.5% 5.54% $9.8M 2025-08-12 $41.17
2025 Q1 REDUCED 227,244 -642 -0.3% 5.63% $10.3M 2025-05-02 $40.98
2024 Q4 ADDED 227,886 +14,598 +6.8% 5.21% $9.1M 2025-02-18 $37.99
2024 Q3 ADDED 213,288 +5,984 +2.9% 5.05% $9.6M 2024-11-12 $36.60
2024 Q2 REDUCED 207,304 -1,714 -0.8% 4.96% $8.5M 2024-08-07 $35.93
2024 Q1 REDUCED 209,018 -10,520 -4.8% 4.99% $8.8M 2024-05-14 $35.54
2023 Q4 ADDED 219,538 +9,121 +4.3% 4.93% $8.3M 2024-02-15 $35.06
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Patrick Mauro Investment Advisor, 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 Patrick Mauro Investment Advisor, INC. reported owning VZ?

Patrick Mauro Investment Advisor, INC. reported VZ across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VZ position in Patrick Mauro Investment Advisor, INC.'s portfolio?

The largest reported portfolio weight for VZ was 6.19% in 2026 Q1.

What is the latest reported VZ position on this page?

The most recent filing on this page is 2026 Q1, when Patrick Mauro Investment Advisor, INC. reported 245,318 shares, equal to 6.19% of portfolio, with an estimated market value of $12.3M.

What does the chart on this VZ ownership page compare?

The chart compares Patrick Mauro Investment Advisor, 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 Patrick Mauro Investment Advisor, INC. time their VZ position?

Based on 13F filing dates vs. subsequent VZ price moves, Patrick Mauro Investment Advisor, INC. correctly timed 7 out of 14 reported position changes (50%). The annualised alpha on VZ relative to SPY over the holding period was -6.1%.

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