Verizon (VZ)Grimes & Co Wealth Management, LLC added to its stake +3,509 shares

264K

Shares reported · +3,509 vs prior quarter

0.24%

Disclosed portfolio weight

$11.2M

Reported value

Holdings as of

Jun 30, 2026

Filed

Jul 17, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Mar 27, 2026CongressDisclosed purchase of VZ — reported range $1,001 - $15,000
2. May 21, 2026Company filing · Form 8-K · Executive change, Shareholder voteChanged a top executive or board member, and held a shareholder vote“At the 2026 Annual Meeting of Shareholders (the “Annual Meeting”) of Verizon Communications Inc. (“Verizon”) held on May 21, 2026, the shareholders approved the 2026 Verizon Communications Inc. Long-Term Incentive Plan (the “Plan”).”
3. May 29, 2026InsiderOfficer sold ~$3.5M of VZ shares in the open market
4. Jul 16, 2026Layoff notice · Various locations in WashingtonLayoff notice filed in WA: 54 employees
5. Jul 17, 2026CongressDisclosed partial sale of VZ — reported range $1,001 - $15,000

What came next

1. Jul 23, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On July 23, 2026, Verizon Communications Inc. (“Verizon”) and Mr. Daniel H. Schulman, Verizon’s Chief Executive Officer, entered into an amendment to Mr. Schulman’s employment letter agreement, dated as of October 13, 2025 and previously amended as of January 9, 2026 (the “Employment Agreement”), pursuant to which: • The last date of the initial term of Mr. Schulman’s employment was extended from December 31, 2027…”
2. Jul 24, 2026Company filing · Form 8-K · ResultsReported its results
3. Aug 18, 2026InsiderCEO sold ~$54K of VZ shares in the open market
4. Aug 25, 2026InsiderCEO sold ~$55K of VZ shares in the open market
5. Sep 1, 2026InsiderCEO sold ~$56K of VZ shares in the open market
6. Sep 8, 2026InsiderCEO sold ~$55K of VZ shares in the open market
7. Sep 15, 2026InsiderCEO sold ~$56K of VZ shares in the open market
8. Sep 22, 2026InsiderCEO sold ~$52K of VZ shares in the open market
9. Sep 25, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On September 25, 2026, the Board of Directors of Verizon Communications Inc. (Verizon) elected Charles Phillips, Co-Founder & Managing Partner of Recognize Partners LP, as a director, effective on that date.”
10. Sep 29, 2026InsiderCEO sold ~$51K of VZ shares in the open market
11. Oct 6, 2026InsiderCEO sold ~$50K of VZ shares in the open market

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Verizon

For Verizon, OQRO holds 16 insider filings (SEC Form 4 or Form 144), 2 Congress trade reports and 71 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its VZ page.

How this filing works

• SEC Form 13F

Other disclosures at Verizon

• SEC Form 4Oct 7, 2026
• SEC Form 144Oct 6, 2026
• SEC Form 4Sep 30, 2026
• SEC Form 144Sep 29, 2026
• SEC Form 4Sep 23, 2026
• SEC Form 144Sep 22, 2026

Everything OQRO holds on this company is on its VZ page.