Fulcrum Capital’s Verizon VZ Stock Holding History

Fulcrum Capital’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	-30,130	Closed	-$1.37M	–	108
2025 Q1	$1.37M	Buy	30,130 +18	+0.1%	+$749	0.3%	48
2024 Q4	$1.2M	Sell	30,112 -109	-0.4%	-$4.6K	0.25%	47
2024 Q3	$1.36M	Hold	30,221	–	–	0.3%	47
2024 Q2	$1.25M	Buy	30,221 +2,088	+7%	+$84.2K	0.28%	46
2024 Q1	$1.18M	Buy	28,133 +891	+3%	+$35.9K	0.28%	48
2023 Q4	$1.03M	Sell	27,242 -6,645	-20%	-$235K	0.27%	49
2023 Q3	$1.1M	Sell	33,887 -2,245	-6%	-$75.9K	0.32%	48
2023 Q2	$1.34M	Sell	36,132 -1,046	-3%	-$38.7K	0.35%	45
2023 Q1	$1.45M	Sell	37,178 -8,475	-19%	-$334K	0.39%	45
2022 Q4	$1.8M	Buy	45,653 +8,559	+23%	+$322K	0.52%	43
2022 Q3	$1.41M	Sell	37,094 -1,148	-3%	-$51.1K	0.42%	46
2022 Q2	$1.94M	Buy	+38,242	New	+$1.93M	0.61%	38
2020 Q3	–	Sell	-7,550	Closed	-$416K	–	69
2020 Q2	$416K	Hold	7,550	–	–	0.16%	45
2020 Q1	$406K	Hold	7,550	–	–	0.18%	45
2019 Q4	$464K	Hold	7,550	–	–	0.14%	50
2019 Q3	$456K	Buy	+7,550	New	+$435K	0.16%	51
2019 Q2	–	Sell	-3,445	Closed	-$204K	–	69
2019 Q1	$204K	Buy	+3,445	New	+$195K	0.08%	64
2018 Q1	–	Sell	-7,038	Closed	-$373K	–	74
2017 Q4	$373K	Buy	+7,038	New	+$346K	0.12%	57

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fulcrum Capital's VZ Position: Q2 2025 in Review

Fulcrum Capital sold out of Verizon (VZ) in Q2 2025, closing a stake of 30,130 shares — an estimated $1.37M sold.

Fulcrum Capital first reported a position in VZ in Q4 2017 and held it in 18 quarters. The position peaked at $1.94M in Q2 2022. 3,038 funds tracked by Wall St. Rank hold VZ as of Q2 2025.

Fulcrum Capital reported no remaining Verizon position as of Q2 2025 after selling out during the quarter.
Fulcrum Capital sold 30,130 Verizon shares in Q2 2025, an estimated $1.37M.
Fulcrum Capital first reported a position in Verizon in Q4 2017 and held it in 18 quarters.
Fulcrum Capital's Verizon position peaked at $1.94M in Q2 2022.
3,038 funds tracked by Wall St. Rank held Verizon as of Q2 2025.

Based on Fulcrum Capital's 13F filing for Q2 2025, filed 24 Jul 2025.