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Financial Gravity Asset Management’s Verizon VZ Stock Holding History

Financial Gravity Asset 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
Q1 		$111K Buy
2,215
+1,602
+261% +$74.2K 0.02% 215
2025
Q4 		$25K Sell
613
-17
-3% -$690 ﹤0.01% 341
2025
Q3 		$27.7K Buy
+630
New +$27.3K 0.01% 369
2025
Q1 		$99K Buy
+2,182
New +$90.8K 0.02% 223
2024
Q2 		$19.4K Sell
470
-1,638
-78% -$66K ﹤0.01% 397
2024
Q1 		$84.5K Sell
2,108
-7,668
-78% -$309K 0.01% 305
2023
Q4 		$1.6M Buy
9,776
+937
+11% +$33.2K 0.02% 268
2023
Q3 		$1.57M Buy
8,839
+8,069
+1,048% +$273K 0.02% 252
2023
Q2 		$6.58K Buy
770
+51
+7% +$1.89K 0.02% 436
2023
Q1 		$252 Buy
719
+680
+1,744% +$26.8K 0.01% 580
2022
Q4 		$13.8K Sell
39
-227
-85% -$8.55K 0.07% 171
2022
Q3 		$223 Sell
266
-91
-25% -$4.05K 0.01% 532
2022
Q2 		$298 Sell
357
-31
-8% -$1.57K 0.01% 467
2022
Q1 		$303 Sell
388
-887
-70% -$47K 0.01% 506
2021
Q4 		$516 Buy
1,275
+593
+87% +$30.9K 0.01% 483
2021
Q3 		$90K Sell
682
-2
-0.3% -$111 0.04% 383
2021
Q2 		$94K Sell
684
-6
-0.9% -$344 0.03% 362
2021
Q1 		$1.17K Sell
690
-3
-0.4% -$169 0.02% 277
2020
Q4 		$41K Buy
+693
New +$41.2K 0.04% 95
2020
Q2 		– Sell
-3,282
Closed -$18.5K – 908
2020
Q1 		$18.5K Sell
3,282
-443
-12% -$25.3K 0.06% 132
2019
Q4 		$261K Sell
3,725
-217
-6% -$13.1K 0.18% 71
2019
Q3 		$238K Buy
3,942
+169
+4% +$9.73K 0.2% 100
2019
Q2 		$216K Sell
3,773
-79
-2% -$4.55K 0.18% 138
2019
Q1 		$228K Buy
+3,852
New +$218K 0.18% 122
2018
Q3 		$368K Buy
6,501
+4,874
+300% +$258K 0.39% 40
2018
Q2 		$85K Sell
1,627
-1,056
-39% -$51.1K 0.08% 235
2018
Q1 		$128K Buy
+2,683
New +$135K 0.13% 161

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Gravity Asset Management's VZ Position: Q1 2026 in Review

Financial Gravity Asset Management increased its Verizon (VZ) stake by 261% in Q1 2026, buying an estimated $74.2K and bringing the position to 2,215 shares worth $111K. The position accounts for 0.02% of the portfolio, ranked #215.

Financial Gravity Asset Management first reported a position in VZ in Q1 2018 and has held it in 27 quarters since. The position peaked at $1.6M in Q4 2023. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Financial Gravity Asset Management held 2,215 shares of Verizon worth $111K as of Q1 2026.
  • Financial Gravity Asset Management bought 1,602 Verizon shares in Q1 2026, an estimated $74.2K.
  • Verizon made up 0.02% of Financial Gravity Asset Management's portfolio in Q1 2026, its #215 holding.
  • Financial Gravity Asset Management first reported a position in Verizon in Q1 2018 and has held it in 27 quarters since.
  • Financial Gravity Asset Management's Verizon position peaked at $1.6M in Q4 2023.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.