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Aull & Monroe Investment Management’s Verizon VZ Stock Holding History

Aull & Monroe Investment Management’s Portfolio VZ Stock Details VZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.33M Buy
54,918
+968
+2% +$45.4K 0.97% 32
2026
Q1 		$2.71M Sell
53,950
-190
-0.4% -$8.81K 1.26% 27
2025
Q4 		$2.21M Sell
54,140
-489
-0.9% -$19.8K 1.11% 31
2025
Q3 		$2.4M Buy
54,629
+934
+2% +$40.4K 1.23% 30
2025
Q2 		$2.32M Sell
53,695
-1,168
-2% -$50.6K 1.25% 28
2025
Q1 		$2.49M Buy
54,863
+207
+0.4% +$8.62K 1.24% 27
2024
Q4 		$2.19M Sell
54,656
-2,600
-5% -$110K 1.11% 30
2024
Q3 		$2.57M Sell
57,256
-3,553
-6% -$148K 1.19% 26
2024
Q2 		$2.51M Sell
60,809
-430
-0.7% -$17.3K 1.23% 26
2024
Q1 		$2.57M Sell
61,239
-437
-0.7% -$17.6K 1.18% 28
2023
Q4 		$2.33M Sell
61,676
-575
-0.9% -$20.3K 1.15% 28
2023
Q3 		$2.02M Sell
62,251
-3,943
-6% -$133K 1.05% 32
2023
Q2 		$2.46M Sell
66,194
-250
-0.4% -$9.25K 1.24% 27
2023
Q1 		$2.58M Sell
66,444
-1,104
-2% -$43.5K 1.32% 24
2022
Q4 		$2.66M Sell
67,548
-1,663
-2% -$62.7K 1.32% 24
2022
Q3 		$2.63M Hold
69,211
– – 1.44% 23
2022
Q2 		$3.51M Sell
69,211
-300
-0.4% -$15.2K 1.78% 19
2022
Q1 		$3.54M Buy
69,511
+450
+0.7% +$23.8K 1.6% 20
2021
Q4 		$3.59M Sell
69,061
-1,317
-2% -$68.7K 1.6% 18
2021
Q3 		$3.8M Sell
70,378
-350
-0.5% -$19.4K 1.87% 13
2021
Q2 		$3.96M Sell
70,728
-181
-0.3% -$10.4K 1.88% 14
2021
Q1 		$4.12M Buy
70,909
+1,201
+2% +$67.8K 2.01% 13
2020
Q4 		$4.09M Sell
69,708
-659
-0.9% -$39.1K 2.18% 12
2020
Q3 		$4.19M Buy
70,367
+50
+0.1% +$2.9K 2.46% 10
2020
Q2 		$3.88M Sell
70,317
-1,450
-2% -$81.6K 2.4% 10
2020
Q1 		$3.86M Sell
71,767
-750
-1% -$42.9K 2.59% 10
2019
Q4 		$4.45M Hold
72,517
– – 2.26% 13
2019
Q3 		$4.38M Sell
72,517
-50
-0.1% -$2.88K 2.32% 12
2019
Q2 		$4.15M Sell
72,567
-825
-1% -$47.5K 2.2% 14
2019
Q1 		$4.34M Sell
73,392
-3,124
-4% -$177K 2.33% 12
2018
Q4 		$4.3M Sell
76,516
-3,013
-4% -$171K 2.46% 10
2018
Q3 		$4.25M Buy
79,529
+581
+0.7% +$30.8K 2.05% 14
2018
Q2 		$3.97M Buy
78,948
+6,700
+9% +$324K 2.04% 15
2018
Q1 		$3.46M Buy
72,248
+700
+1% +$35.2K 1.8% 17
2017
Q4 		$3.79M Sell
71,548
-2,452
-3% -$121K 1.91% 16
2017
Q3 		$3.66M Buy
74,000
+212
+0.3% +$9.97K 1.89% 15
2017
Q2 		$3.29M Sell
73,788
-530
-0.7% -$24.7K 1.76% 18
2017
Q1 		$3.62M Sell
74,318
-300
-0.4% -$15.1K 1.94% 13
2016
Q4 		$3.98M Sell
74,618
-34
-0% -$1.7K 2.24% 11
2016
Q3 		$3.88M Sell
74,652
-1,393
-2% -$74.8K 2.23% 10
2016
Q2 		$4.25M Sell
76,045
-400
-0.5% -$20.7K 2.45% 8
2016
Q1 		$4.13M Buy
76,445
+300
+0.4% +$15K 2.48% 7
2015
Q4 		$3.52M Buy
76,145
+3,650
+5% +$166K 2.18% 11
2015
Q3 		$3.15M Buy
72,495
+1,195
+2% +$55.1K 2.04% 10
2015
Q2 		$3.33M Sell
71,300
-315
-0.4% -$15.4K 1.96% 11
2015
Q1 		$3.48M Buy
71,615
+981
+1% +$47.3K 1.96% 13
2014
Q4 		$3.3M Sell
70,634
-3,250
-4% -$159K 1.8% 16
2014
Q3 		$3.69M Buy
73,884
+2,247
+3% +$112K 1.96% 15
2014
Q2 		$3.5M Buy
71,637
+2,339
+3% +$113K 1.87% 15
2014
Q1 		$3.3M Buy
69,298
+1,240
+2% +$58.6K 1.88% 13
2013
Q4 		$3.34M Buy
68,058
+722
+1% +$35.5K 1.95% 13
2013
Q3 		$3.14M Buy
67,336
+379
+0.6% +$18.5K 2.04% 11
2013
Q2 		$3.37M Buy
+66,957
New +$3.42M 2.27% 8

Other funds holding VZ

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Aull & Monroe Investment Management's VZ Position: Q2 2026 in Review

Aull & Monroe Investment Management increased its Verizon (VZ) stake by 1.8% in Q2 2026, buying an estimated $45.4K and bringing the position to 54,918 shares worth $2.33M. The position accounts for 0.97% of the portfolio, ranked #32.

Aull & Monroe Investment Management first reported a position in VZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.45M in Q4 2019. 1,051 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Aull & Monroe Investment Management held 54,918 shares of Verizon worth $2.33M as of Q2 2026.
  • Aull & Monroe Investment Management bought 968 Verizon shares in Q2 2026, an estimated $45.4K.
  • Verizon made up 0.97% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #32 holding.
  • Aull & Monroe Investment Management first reported a position in Verizon in Q2 2013 and has held it in 53 quarters since.
  • Aull & Monroe Investment Management's Verizon position peaked at $4.45M in Q4 2019.
  • 1,051 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.