Fulcrum Asset Management’s Verizon VZ Stock Holding History

Fulcrum 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	$895K	Sell	20,299 -3,157	-13%	-$148K	0.09%	231
2026 Q1	$1.18M	Buy	23,456 +867	+4%	+$40.2K	0.18%	96
2025 Q4	$919K	Sell	22,589 -669	-3%	-$27.1K	0.26%	72
2025 Q3	$1.02M	Sell	23,258 -647	-3%	-$28K	0.28%	70
2025 Q2	$1.03M	Buy	+23,905	New	+$1.04M	0.3%	65
2022 Q1	–	Hold	0	–	–	–	86

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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Fulcrum Asset Management reduced its Verizon (VZ) stake by 13% in Q2 2026, selling an estimated $148K and leaving 20,299 shares worth $895K. The position accounts for 0.09% of the portfolio, ranked #231.

Fulcrum Asset Management first reported a position in VZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.18M in Q1 2026. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Fulcrum Asset Management held 20,299 shares of Verizon worth $895K as of Q2 2026.
Fulcrum Asset Management sold 3,157 Verizon shares in Q2 2026, an estimated $148K.
Verizon made up 0.09% of Fulcrum Asset Management's portfolio in Q2 2026, its #231 holding.
Fulcrum Asset Management first reported a position in Verizon in Q2 2025 and has held it in 5 quarters since.
Fulcrum Asset Management's Verizon position peaked at $1.18M in Q1 2026.
3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.