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Crumly & Associates’s Verizon VZ Stock Holding History

Crumly & Associates’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 		$537K Buy
12,686
+362
+3% +$17K 0.1% 117
2026
Q1 		$619K Buy
12,324
+192
+2% +$8.9K 0.13% 97
2025
Q4 		$494K Sell
12,132
-247
-2% -$10K 0.1% 113
2025
Q3 		$544K Buy
12,379
+4,359
+54% +$189K 0.12% 106
2025
Q2 		$347K Buy
+8,020
New +$347K 0.08% 119

Other funds holding VZ

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Crumly & Associates's VZ Position: Q2 2026 in Review

Crumly & Associates increased its Verizon (VZ) stake by 2.9% in Q2 2026, buying an estimated $17K and bringing the position to 12,686 shares worth $537K. The position accounts for 0.1% of the portfolio, ranked #117.

Crumly & Associates first reported a position in VZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $619K in Q1 2026. 1,529 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Crumly & Associates held 12,686 shares of Verizon worth $537K as of Q2 2026.
  • Crumly & Associates bought 362 Verizon shares in Q2 2026, an estimated $17K.
  • Verizon made up 0.1% of Crumly & Associates's portfolio in Q2 2026, its #117 holding.
  • Crumly & Associates first reported a position in Verizon in Q2 2025 and has held it in 5 quarters since.
  • Crumly & Associates's Verizon position peaked at $619K in Q1 2026.
  • 1,529 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.