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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
2025
Q2 		– Sell
-22,420
Closed -$789K – 376
2025
Q1 		$789K Buy
+22,420
New +$933K 0.15% 122

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
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.