FAM
VZ icon

Formidable Asset Management’s Verizon VZ Stock Holding History

Formidable 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
Q2 		$1.97M Sell
39,284
-18,873
-32% -$885K 0.31% 65
2026
Q1 		$2.37M Sell
58,157
-2,895
-5% -$134K 0.37% 48
2025
Q4 		$2.68M Buy
61,052
+6,202
+11% +$252K 0.39% 44
2025
Q3 		$2.37M Buy
54,850
+3,406
+7% +$147K 0.37% 48
2025
Q2 		$2.33M Sell
51,444
-285
-0.6% -$12.3K 0.39% 48
2025
Q1 		$2.35M Buy
51,729
+3,213
+7% +$134K 0.39% 48
2024
Q4 		$1.94M Buy
48,516
+5,098
+12% +$215K 0.32% 64
2024
Q3 		$1.95M Buy
43,418
+814
+2% +$34K 0.31% 66
2024
Q2 		$1.76M Buy
42,604
+1,184
+3% +$47.7K 0.28% 68
2024
Q1 		$1.74M Buy
41,420
+21,962
+113% +$886K 0.28% 73
2023
Q4 		$734K Sell
19,458
-2,921
-13% -$103K 0.15% 126
2023
Q3 		$725K Sell
22,379
-76
-0.3% -$2.57K 0.16% 127
2023
Q2 		$835K Sell
22,455
-88
-0.4% -$3.26K 0.18% 100
2023
Q1 		$883K Sell
22,543
-744
-3% -$29.3K 0.19% 97
2022
Q4 		$918K Sell
23,287
-1,588
-6% -$59.8K 0.21% 93
2022
Q3 		$906K Sell
24,875
-1,422
-5% -$63.3K 0.21% 91
2022
Q2 		$1.33M Buy
26,297
+1,151
+5% +$58.2K 0.3% 64
2022
Q1 		$1.28M Sell
25,146
-573
-2% -$30.4K 0.25% 79
2021
Q4 		$1.37M Buy
25,719
+28
+0.1% +$1.46K 0.26% 73
2021
Q3 		$1.39M Buy
25,691
+1,474
+6% +$81.5K 0.26% 79
2021
Q2 		$1.37M Sell
24,217
-206
-0.8% -$11.8K 0.29% 68
2021
Q1 		$1.42M Buy
24,423
+848
+4% +$47.9K 0.31% 79
2020
Q4 		$1.39M Buy
23,575
+468
+2% +$27.8K 0.32% 72
2020
Q3 		$1.37M Buy
23,107
+286
+1% +$16.6K 0.4% 55
2020
Q2 		$1.22M Buy
22,821
+2,779
+14% +$156K 0.36% 62
2020
Q1 		$1.08M Buy
20,042
+852
+4% +$48.7K 0.42% 54
2019
Q4 		$1.16M Buy
+19,190
New +$1.16M 0.37% 66
2019
Q3 		– Sell
-17,413
Closed -$963K – 233
2019
Q2 		$963K Buy
+17,413
New +$1M 0.33% 77
2019
Q1 		– Sell
-15,984
Closed -$898K – 250
2018
Q4 		$898K Buy
15,984
+214
+1% +$12.1K 0.47% 52
2018
Q3 		$855K Sell
15,770
-627
-4% -$33.2K 0.34% 64
2018
Q2 		$825K Sell
16,397
-655
-4% -$31.7K 0.36% 58
2018
Q1 		$815K Buy
17,052
+583
+4% +$29.3K 0.41% 53
2017
Q4 		$874K Buy
16,469
+2,862
+21% +$141K 0.4% 58
2017
Q3 		$673K Sell
13,607
-38
-0.3% -$1.79K 0.28% 85
2017
Q2 		$609K Buy
13,645
+1,670
+14% +$77.8K 0.3% 82
2017
Q1 		$558K Buy
11,975
+4,457
+59% +$224K 0.24% 99
2016
Q4 		$401K Sell
7,518
-213
-3% -$10.6K 0.2% 116
2016
Q3 		$402K Buy
7,731
+189
+3% +$10.1K 0.2% 115
2016
Q2 		$419K Buy
7,542
+1,105
+17% +$57.3K 0.23% 106
2016
Q1 		$326K Sell
6,437
-200
-3% -$10K 0.23% 96
2015
Q4 		$302K Buy
6,637
+475
+8% +$21.6K 0.21% 106
2015
Q3 		$268K Buy
6,162
+1,112
+22% +$51.3K 0.18% 118
2015
Q2 		$235K Hold
5,050
– – 0.15% 126
2015
Q1 		$251K Buy
5,050
+118
+2% +$5.7K 0.17% 120
2014
Q4 		$231K Hold
4,932
– – 0.16% 113
2014
Q3 		$249K Buy
4,932
+148
+3% +$7.36K 0.16% 112
2014
Q2 		$234K Buy
4,784
+50
+1% +$2.42K 0.14% 125
2014
Q1 		$221K Buy
4,734
+396
+9% +$18.7K 0.15% 110
2013
Q4 		$203K Hold
4,338
– – 0.14% 125
2013
Q3 		$203K Buy
+4,338
New +$212K 0.18% 100

Other funds holding VZ

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Formidable Asset Management's VZ Position: Q2 2026 in Review

Formidable Asset Management reduced its Verizon (VZ) stake by 32% in Q2 2026, selling an estimated $885K and leaving 39,284 shares worth $1.97M. The position accounts for 0.31% of the portfolio, ranked #65.

Formidable Asset Management first reported a position in VZ in Q3 2013 and has held it in 50 quarters since. The position peaked at $2.68M in Q4 2025. 648 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Formidable Asset Management held 39,284 shares of Verizon worth $1.97M as of Q2 2026.
  • Formidable Asset Management sold 18,873 Verizon shares in Q2 2026, an estimated $885K.
  • Verizon made up 0.31% of Formidable Asset Management's portfolio in Q2 2026, its #65 holding.
  • Formidable Asset Management first reported a position in Verizon in Q3 2013 and has held it in 50 quarters since.
  • Formidable Asset Management's Verizon position peaked at $2.68M in Q4 2025.
  • 648 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.