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 -468	-50%	-$18.9K	﹤0.01%	397
2024 Q1	$35.4K	Buy	938 +1	+0.1%	+$40	0.01%	300
2023 Q4	$35.3K	Buy	+937	New	+$33.2K	0.01%	302
2021 Q3	$90K	Sell	682 -2	-0.3%	-$111	0.04%	383
2021 Q2	$94K	Buy	+684	New	+$39.3K	0.03%	362
2020 Q4	$41K	Buy	+693	New	+$41.2K	0.04%	95
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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 17 quarters since. The position peaked at $368K in Q3 2018. 3,287 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 17 quarters since.
Financial Gravity Asset Management's Verizon position peaked at $368K in Q3 2018.
3,287 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.