VZ VERIZON COMMUNICATIONS INC

Ownership history in Slocum, Gordon & Co LLP  ·  11 quarters on record

AI Ownership Summary

Slocum, Gordon & Co LLP reported VERIZON COMMUNICATIONS INC (VZ) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 4.46% in 2025 Q3. The latest visible filing shows VZ at 4.11% 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 Slocum, Gordon & Co LLP'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 4.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.46% in 2025 Q3

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 Slocum, Gordon & Co LLP 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 Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 120,321 -1,743 -1.4% 4.11% $6.0M 2026-04-15 $45.03
2025 Q4 REDUCED 122,064 -5,165 -4.1% 3.60% $5.0M 2026-01-26 $39.03
2025 Q3 REDUCED 127,229 -207 -0.2% 4.46% $5.6M 2025-10-17 $39.27
2025 Q2 REDUCED 127,436 -2,170 -1.7% 4.44% $5.5M 2025-08-19 $42.78
2025 Q1 REDUCED 129,606 -1,229 -0.9% 4.38% $5.9M 2025-04-23 $40.00
2024 Q4 REDUCED 130,835 -7,694 -5.6% 4.30% $5.2M 2025-01-28 $37.25
2024 Q3 ADDED 138,529 +88 +0.1% 2.50% $6.2M 2024-11-04 $37.20
2024 Q2 REDUCED 138,441 -4,502 -3.1% 4.25% $5.7M 2024-08-05 $35.50
2024 Q1 ADDED 142,943 +30,935 +27.6% 4.45% $6.0M 2024-05-02 $34.17
2023 Q4 ADDED 112,008 +8,426 +8.1% 3.87% $4.4M 2024-02-14 $34.68
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Slocum, Gordon & Co LLP and VZ

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

How long has Slocum, Gordon & Co LLP reported owning VZ?

Slocum, Gordon & Co LLP reported VZ across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VZ position in Slocum, Gordon & Co LLP's portfolio?

The largest reported portfolio weight for VZ was 4.46% in 2025 Q3.

What is the latest reported VZ position on this page?

The most recent filing on this page is 2026 Q1, when Slocum, Gordon & Co LLP reported 120,321 shares, equal to 4.11% of portfolio, with an estimated market value of $6.0M.

What does the chart on this VZ ownership page compare?

The chart compares Slocum, Gordon & Co LLP'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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