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Forum Financial Management’s Verizon VZ Stock Holding History

Forum Financial 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 		$849K Buy
20,061
+647
+3% +$30.4K 0.01% 149
2026
Q1 		$975K Sell
19,414
-57,081
-75% -$2.65M 0.01% 129
2025
Q4 		$3.12M Buy
76,495
+1,956
+3% +$79.3K 0.04% 102
2025
Q3 		$3.28M Buy
74,539
+5,675
+8% +$246K 0.04% 94
2025
Q2 		$2.98M Buy
68,864
+317
+0.5% +$13.7K 0.05% 86
2025
Q1 		$3.11M Sell
68,547
-5,929
-8% -$247K 0.05% 79
2024
Q4 		$2.98M Buy
74,476
+25,430
+52% +$1.07M 0.05% 79
2024
Q3 		$2.2M Buy
49,046
+7,911
+19% +$330K 0.04% 94
2024
Q2 		$1.7M Buy
41,135
+346
+0.8% +$13.9K 0.03% 118
2024
Q1 		$1.71M Buy
40,789
+21,235
+109% +$857K 0.03% 130
2023
Q4 		$737K Sell
19,554
-33,973
-63% -$1.2M 0.01% 206
2023
Q3 		$1.73M Buy
53,527
+879
+2% +$29.7K 0.04% 97
2023
Q2 		$1.96M Buy
52,648
+1,839
+4% +$68.1K 0.04% 88
2023
Q1 		$1.98M Sell
50,809
-1,043
-2% -$41.1K 0.06% 78
2022
Q4 		$2.04M Sell
51,852
-1,441
-3% -$54.3K 0.07% 68
2022
Q3 		$2.02M Buy
53,293
+20,121
+61% +$896K 0.1% 60
2022
Q2 		$1.68M Sell
33,172
-8,056
-20% -$408K 0.08% 74
2022
Q1 		$2.1M Sell
41,228
-7,743
-16% -$410K 0.1% 58
2021
Q4 		$2.54M Buy
+48,971
New +$2.55M 0.13% 52

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Forum Financial Management's VZ Position: Q2 2026 in Review

Forum Financial Management increased its Verizon (VZ) stake by 3.3% in Q2 2026, buying an estimated $30.4K and bringing the position to 20,061 shares worth $849K. The position accounts for 0.01% of the portfolio, ranked #149.

Forum Financial Management first reported a position in VZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.28M in Q3 2025. 3,136 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Forum Financial Management held 20,061 shares of Verizon worth $849K as of Q2 2026.
  • Forum Financial Management bought 647 Verizon shares in Q2 2026, an estimated $30.4K.
  • Verizon made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #149 holding.
  • Forum Financial Management first reported a position in Verizon in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Verizon position peaked at $3.28M in Q3 2025.
  • 3,136 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.