WEATHERLY ASSET MANAGEMENT L. P.

Position in VZ — Verizon Communications Inc

CIK 934745 DEL MAR, CA

Position in VZ

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,254,986

-$778,750 QoQ

Shares Held

53,259

-11.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,029

of 3,107 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

WEATHERLY ASSET MANAGEMENT L. P. holds $4,353,311 across 3 Telecom Services names. VZ ranks #1 (51.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VZ	Verizon Communications Inc This page	53,259	$2,254,986
2	T	At&T Inc.	74,973	$1,551,941
3	CMCSA	Comcast Corp	22,256	$546,384

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,254,986	53,259	-11.9%	Shares	Sole	2026-07-20
2026-03-31	$3,033,736	60,433	-6.1%	Shares	Sole	2026-04-15
2025-12-31	$2,621,342	64,359	-7.6%	Shares	Sole	2026-01-16
2025-09-30	$3,060,985	69,647	-6.2%	Shares	Sole	2025-10-16
2025-06-30	$3,211,542	74,221	-4.2%	Shares	Sole	2025-07-11
2025-03-31	$3,515,808	77,509	-0.9%	Shares	Sole	2025-05-01
2024-12-31	$3,128,337	78,228	-0.8%	Shares	Sole	2025-01-29
2024-09-30	$3,540,749	78,841	-5.4%	Shares	Sole	2024-10-29
2024-06-30	$3,437,725	83,359	-2.7%	Shares	Sole	2024-07-31
2024-03-31	$3,593,874	85,650	-1.6%	Shares	Sole	2024-04-19
2023-12-31	$3,281,898	87,053	-11.8%	Shares	Sole	2024-02-01
2023-09-30	$3,199,093	98,707	-0.7%	Shares	Sole	2023-10-10
2023-06-30	$3,696,909	99,406	-2.0%	Shares	Sole	2023-07-21
2023-03-31	$3,944,107	101,417	-3.6%	Shares	Sole	2023-04-13
2022-12-31	$4,146,259	105,235	-13.8%	Shares	Sole	2023-01-11
2022-09-30	$4,637,845	122,145	-0.6%	Shares	Sole	2022-10-17
2022-06-30	$6,233,419	122,826	-5.7%	Shares	Sole	2022-07-18
2022-03-31	$6,638,144	130,313	+1.0%	Shares	Sole	2022-05-06
2021-12-31	$6,702,840	129,000	-5.3%	Shares	Sole	2022-01-28
2021-09-30	$7,356,864	136,213	+13.5%	Shares	Sole	2021-11-05
2021-06-30	$6,724,776	120,021	+7.9%	Shares	Sole	2021-08-12
2021-03-31	$6,466,803	111,209	+7.1%	Shares	Sole	2021-05-05
2020-12-31	$6,102,656	103,875	+8.3%	Shares	Sole	2021-02-02
2020-09-30	$5,707,054	95,933	+2.3%	Shares	Sole	2020-10-30
2020-06-30	$5,172,131	93,817	-0.4%	Shares	Sole	2020-07-29
2020-03-31	$5,062,010	94,212	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.