Bank of Montreal’s Verizon VZ Stock Holding History

Bank of Montreal’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 Q1	$5.32M	Buy	106,000 +79,400	+298%	+$3.68M	﹤0.01%	1300
2025 Q4	$1.08M	Buy	+26,600	New	+$1.08M	﹤0.01%	1934
2022 Q2	–	Sell	-878,200	Closed	-$47.3M	–	4488
2022 Q1	$47.3M	Buy	+878,200	New	+$46.5M	0.02%	487
2020 Q3	–	Sell	-60,000	Closed	-$3.24M	–	4953
2020 Q2	$3.24M	Hold	60,000	–	–	﹤0.01%	1389
2020 Q1	$3.31M	Sell	60,000 -125,400	-68%	-$7.17M	﹤0.01%	1175
2019 Q4	$11.4M	Buy	+185,400	New	+$11.2M	0.01%	918
2019 Q3	–	Sell	-15,000	Closed	-$857K	–	5011
2019 Q2	$857K	Buy	+15,000	New	+$864K	﹤0.01%	2149
2019 Q1	–	Sell	-20,000	Closed	-$1.12M	–	4783
2018 Q4	$1.12M	Sell	20,000 -80,000	-80%	-$4.54M	﹤0.01%	1840
2018 Q3	$5.34M	Buy	+100,000	New	+$5.29M	﹤0.01%	1152
2016 Q3	–	Sell	-167,100	Closed	-$9.33M	–	4205
2016 Q2	$9.33M	Buy	+167,100	New	+$8.67M	0.01%	831
2015 Q1	–	Sell	-44	Closed	-$2K	–	4212
2014 Q4	$2K	Buy	+44	New	+$2.15K	﹤0.01%	3856
2014 Q3	–	Sell	-44	Closed	-$2K	–	4431
2014 Q2	$2K	Sell	44 -47,502	-100%	-$2.3M	﹤0.01%	4517
2014 Q1	$2.26M	Buy	+47,546	New	+$2.25M	﹤0.01%	1277

Other funds holding VZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of Montreal's VZ Position: Q1 2026 in Review

Bank of Montreal increased its Verizon (VZ) stake by 16% in Q1 2026, buying an estimated $70.6M and bringing the position to 10,899,504 shares worth $547M. The position accounts for 0.2% of the portfolio, ranked #87.

Bank of Montreal first reported a position in VZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $701M in Q2 2024. 3,269 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Bank of Montreal held 10,899,504 shares of Verizon worth $547M as of Q1 2026.
Bank of Montreal bought 1,524,316 Verizon shares in Q1 2026, an estimated $70.6M.
Verizon made up 0.2% of Bank of Montreal's portfolio in Q1 2026, its #87 holding.
Bank of Montreal first reported a position in Verizon in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's Verizon position peaked at $701M in Q2 2024.
3,269 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.