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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
2017
Q4 		– Sell
-10
Closed -$1K – 212
2017
Q3 		$1K Buy
+10
New +$471 ﹤0.01% 209

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

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. 741 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.
  • 741 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.