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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fulcrum Asset Management's VZ Position: Q1 2026 in Review

Fulcrum Asset Management increased its Verizon (VZ) stake by 3.8% in Q1 2026, buying an estimated $40.2K and bringing the position to 23,456 shares worth $1.18M. The position accounts for 0.18% of the portfolio, ranked #96.

Fulcrum Asset Management first reported a position in VZ in Q2 2025 and has held it in 4 quarters since. 3,263 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Fulcrum Asset Management held 23,456 shares of Verizon worth $1.18M as of Q1 2026.
Fulcrum Asset Management bought 867 Verizon shares in Q1 2026, an estimated $40.2K.
Verizon made up 0.18% of Fulcrum Asset Management's portfolio in Q1 2026, its #96 holding.
Fulcrum Asset Management first reported a position in Verizon in Q2 2025 and has held it in 4 quarters since.
3,263 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.