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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 $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 $3.38T AUM 44.17% 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

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.