VZ — VERIZON COMMUNICATIONS COM

Ownership history in VALICENTI ADVISORY SERVICES INC  ·  101 quarters on record

AI Ownership Summary

VALICENTI ADVISORY SERVICES INC reported VERIZON COMMUNICATIONS COM (VZ) in 101 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.88% in 2024 Q1. The latest visible filing shows VZ at 1.83% 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 VALICENTI ADVISORY SERVICES INC's position in VERIZON COMMUNICATIONS COM, 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 1.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.88% in 2024 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.

VZ stock page VALICENTI ADVISORY SERVICES INC fund profile VALICENTI ADVISORY SERVICES INC full holdings
How VALICENTI ADVISORY SERVICES INC held VZ — position size vs. price
% of Fund (quarterly)    VZ price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 215,174 +1,108 +0.5% 1.83% $8.8M 2026-02-14 (Est.) $49.01
2025 Q3 REDUCED 214,066 -565 -0.3% 2.02% $9.4M 2025-10-17 $39.86
2025 Q2 ADDED 214,631 +2,445 +1.2% 2.17% $9.3M 2025-07-16 $39.86
2025 Q1 REDUCED 212,186 -12,023 -5.4% 2.48% $9.6M 2025-04-23 $40.61
2024 Q4 ADDED 224,209 +179 +0.1% 2.23% $9.0M 2025-01-23 $36.67
2024 Q3 REDUCED 224,030 -14,417 -6.0% 2.58% $10.1M 2024-10-23 $39.42
2024 Q2 REDUCED 238,447 -7,935 -3.2% 2.64% $9.8M 2024-07-23 $35.21
2024 Q1 ADDED 246,382 +3,591 +1.5% 2.88% $10.3M 2024-04-23 $35.37
2023 Q4 ADDED 242,791 +18,665 +8.3% 2.78% $9.2M 2024-01-16 $34.45
92 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VZ

As of 2026 Q1 — sorted by position size

Sage Capital Advisors,llc 3Y 7Y 2.81% ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 2.27% Martin Capital Partners, LLC 3Y 7Y 2.19% Employees Provident Fund Board 2.15% Alpha Omega Wealth Management LLC 3Y 7Y 1.74% Crescent Sterling, Ltd. 3Y 1.5% Carolina Wealth Advisors, LLC 3Y 1.45% Miller Global Investments, LLC 1.38% FARMERS TRUST CO 3Y 7Y 1.15% Investment Partners Asset Management, Inc. 1.1%

FAQ About VALICENTI ADVISORY SERVICES 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 VALICENTI ADVISORY SERVICES INC reported owning VZ?

VALICENTI ADVISORY SERVICES INC reported VZ across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VZ position in VALICENTI ADVISORY SERVICES INC's portfolio?

The largest reported portfolio weight for VZ was 2.88% in 2024 Q1.

What is the latest reported VZ position on this page?

The most recent filing on this page is 2025 Q4, when VALICENTI ADVISORY SERVICES INC reported 215,174 shares, equal to 1.83% of portfolio, with an estimated market value of $8.8M.

What does the chart on this VZ ownership page compare?

The chart compares VALICENTI ADVISORY SERVICES 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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