VZ — VERIZON COMMUNICATIONS COM

Ownership history in VALLEY WEALTH MANAGERS, INC.  ·  102 quarters on record

AI Ownership Summary

VALLEY WEALTH MANAGERS, INC. reported VERIZON COMMUNICATIONS COM (VZ) in 102 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.89% in 2025 Q1. The latest visible filing shows VZ at 1.49% 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 VALLEY WEALTH MANAGERS, 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 1.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.89% 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
2023 Q3 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 VALLEY WEALTH MANAGERS, INC. fund profile VALLEY WEALTH MANAGERS, INC. full holdings
How VALLEY WEALTH MANAGERS, INC. held VZ — position size vs. price
% of Fund (quarterly)    VZ price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 572,542 +31,405 +5.8% 1.49% $23.3M 2026-02-14 (Est.) $49.01
2025 Q3 ADDED 541,137 +2,168 +0.4% 1.57% $23.8M 2025-11-03 $38.80
2025 Q2 REDUCED 538,969 -10,526 -1.9% 1.68% $23.3M 2025-08-06 $40.92
2025 Q1 ADDED 549,495 +24,427 +4.7% 1.89% $24.9M 2025-05-07 $41.74
2024 Q4 REDUCED 525,068 -8,307 -1.6% 1.57% $21.0M 2025-01-31 $36.87
2024 Q3 ADDED 533,375 +3,747 +0.7% 1.77% $24.0M 2024-11-06 $37.85
2024 Q2 ADDED 529,628 +27,164 +5.4% 1.74% $21.8M 2024-08-08 $36.69
2024 Q1 ADDED 502,464 +15,825 +3.3% 1.59% $21.1M 2024-05-03 $34.65
2023 Q4 ADDED 486,639 +13,892 +2.9% 1.43% $18.3M 2024-02-07 $35.44
2023 Q3 ADDED 472,747 +20,006 +4.4% 1.28% $15.3M 2023-11-09 $30.71
92 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VZ

As of 2025 Q4 — sorted by position size

PORTLAND INVESTMENT COUNSEL INC. 3Y 7Y 10.61% Heathbridge Capital Management Ltd. 3Y 7Y 8.28% TERRIL BROTHERS, INC. 3Y 7Y 7.36% Almanack Investment Partners, LLC. 3Y 7Y 6.48% Te Ahumairangi Investment Management Ltd 3Y 6.34% PARK CIRCLE Co 3Y 7Y 6.04% WILSEY ASSET MANAGEMENT INC 3Y 7Y 5.75% Patrick Mauro Investment Advisor, INC. 3Y 5.69% KETTLE HILL CAPITAL MANAGEMENT, LLC 3Y 7Y 5.24% Credit Capital Investments LLC 3Y 7Y 5.23%

FAQ About VALLEY WEALTH MANAGERS, 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 VALLEY WEALTH MANAGERS, INC. reported owning VZ?

VALLEY WEALTH MANAGERS, INC. reported VZ across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported VZ position in VALLEY WEALTH MANAGERS, INC.'s portfolio?

The largest reported portfolio weight for VZ was 1.89% in 2025 Q1.

What is the latest reported VZ position on this page?

The most recent filing on this page is 2025 Q4, when VALLEY WEALTH MANAGERS, INC. reported 572,542 shares, equal to 1.49% of portfolio, with an estimated market value of $23.3M.

What does the chart on this VZ ownership page compare?

The chart compares VALLEY WEALTH MANAGERS, 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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