VZ β€” VERIZON COMMUNICATIONS INC

Ownership history in RICHARDS, MERRILL & PETERSON, INC.  Β·  6 quarters on record

AI Ownership Summary

RICHARDS, MERRILL & PETERSON, INC. reported VERIZON COMMUNICATIONS INC (VZ) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.71% in 2025 Q1. The latest visible filing shows VZ at 0.58% 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 RICHARDS, MERRILL & PETERSON, 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 0.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.71% 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
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 RICHARDS, MERRILL & PETERSON, INC. held VZ β€” position size vs. price
% of Fund (quarterly)    VZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 31,694 -792 -2.4% 0.58% $1.6M 2026-04-17 $46.55
2025 Q4 ADDED 32,486 +633 +2.0% 0.51% $1.3M 2026-01-27 $38.74
2025 Q3 REDUCED 31,853 -954 -2.9% 0.60% $1.4M 2025-10-16 $39.08
2025 Q2 ADDED 32,807 +2,673 +8.9% 0.68% $1.4M 2025-07-31 $40.71
2025 Q1 ADDED 30,134 +1,853 +6.6% 0.71% $1.4M 2025-05-07 $41.12
2024 Q4 INITIATED 28,281 β€” β€” 0.59% $1.1M 2025-02-13 $37.84

FAQ About RICHARDS, MERRILL & PETERSON, 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 RICHARDS, MERRILL & PETERSON, INC. reported owning VZ?

RICHARDS, MERRILL & PETERSON, INC. reported VZ across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported VZ position in RICHARDS, MERRILL & PETERSON, INC.'s portfolio?

The largest reported portfolio weight for VZ was 0.71% in 2025 Q1.

What is the latest reported VZ position on this page?

The most recent filing on this page is 2026 Q1, when RICHARDS, MERRILL & PETERSON, INC. reported 31,694 shares, equal to 0.58% of portfolio, with an estimated market value of $1.6M.

What does the chart on this VZ ownership page compare?

The chart compares RICHARDS, MERRILL & PETERSON, 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.

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