&PARTNERS VZ — VERIZON COMMUNICATIONS INC

Ownership history in &PARTNERS  ·  24 quarters on record

AI Ownership Summary

&PARTNERS reported VERIZON COMMUNICATIONS INC (VZ) in 24 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.44% in 2025 Q1. The latest visible filing shows VZ at 0.39% 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 &PARTNERS'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 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% 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 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.

VZ stock page &PARTNERS fund profile &PARTNERS full holdings
How &PARTNERS 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 Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,721,213 +180,776 +11.7% 0.39% $79.0M 2026-05-15 $46.37
2025 Q4 ADDED — — — 1,540,437 +205,257 +15.4% 0.33% $62.7M 2026-02-17 $48.20
2025 Q3 ADDED — — — 1,335,180 +173,103 +14.9% 0.39% $61.6M 2025-11-14 $39.76
2025 Q2 ADDED — — — 1,162,077 +235,593 +25.4% 0.39% $50.3M 2025-08-14 $41.41
2025 Q1 ADDED — — — 926,484 +186,209 +25.2% 0.44% $41.7M 2025-05-15 $40.74
2024 Q4 ADDED — — — 740,275 +237,722 +47.3% 0.36% $29.8M 2025-02-14 $37.80
2024 Q3 ADDED — — — 502,553 +289,012 +135.3% 0.44% $22.7M 2024-11-14 $37.03
2024 Q2 ADDED — — — 213,541 +170,807 +399.7% 0.39% $8.8M 2024-07-24 $35.39
2024 Q1 ADDED — — — 42,734 +22,083 +106.9% 0.25% $1.8M 2024-04-11 $35.25
2023 Q4 ADDED — — — 20,651 +9,790 +90.1% 0.19% $776K 2024-01-09 $33.72
14 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

Black Diamond Capital Management I, LLLP 23.04% PORTLAND INVESTMENT COUNSEL INC. 3Y 7Y 13.93% TERRIL BROTHERS, INC. 3Y 7Y 9.47% Heathbridge Capital Management Ltd. 3Y 7Y 8.75% PARK CIRCLE Co 3Y 7Y 7.97% Almanack Investment Partners, LLC. 3Y 7Y 7.93% WILSEY ASSET MANAGEMENT INC 3Y 7Y 7.16% Credit Capital Investments LLC 3Y 7Y 6.46% Patrick Mauro Investment Advisor, INC. 3Y 6.19% Dupree Financial Group, LLC 5.86%

FAQ About &PARTNERS and VZ

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

How long has &PARTNERS reported owning VZ?

&PARTNERS reported VZ across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VZ position in &PARTNERS's portfolio?

The largest reported portfolio weight for VZ was 0.44% in 2025 Q1.

What is the latest reported VZ position on this page?

The most recent filing on this page is 2026 Q1, when &PARTNERS reported 1,721,213 shares, equal to 0.39% of portfolio, with an estimated market value of $79.0M.

What does the chart on this VZ ownership page compare?

The chart compares &PARTNERS'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.

How well did &PARTNERS time their VZ position?

Based on 13F filing dates vs. subsequent VZ price moves, &PARTNERS correctly timed 13 out of 23 reported position changes (57%). The annualised alpha on VZ relative to SPY over the holding period was -7.0%.

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