VZ — VERIZON COMMUNICATIONS INC

Ownership history in Windle Wealth, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Windle Wealth, LLC reported a position in VERIZON COMMUNICATIONS INC (VZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.34% (2023 Q4)
Avg. % of fund
3.91%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 196,458 +16,937 +9.4% 3.58% $8.0M $40.04
2025 Q3 ADDED 179,521 +1,934 +1.1% 3.53% $7.9M $42.47
2025 Q2 REDUCED 177,587 -6,303 -3.4% 3.76% $7.7M $41.15
2025 Q1 ADDED 183,890 +13,888 +8.2% 4.30% $8.3M $42.45
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VZ price (monthly, adj. close)

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%
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