Fulcrum Equity Management’s Verizon VZ Stock Holding History

Fulcrum Equity 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	$207K	Sell	4,891 -82	-2%	-$3.85K	0.15%	136
2026 Q1	$250K	Sell	4,973 -29	-0.6%	-$1.34K	0.24%	105
2025 Q4	$204K	Buy	5,002 +311	+7%	+$12.6K	0.2%	113
2025 Q3	$206K	Sell	4,691 -119	-2%	-$5.15K	0.21%	90
2025 Q2	$208K	Sell	4,810 -18	-0.4%	-$779	0.21%	97
2025 Q1	$219K	Buy	+4,828	New	+$201K	0.24%	87
2019 Q4	–	Sell	-788	Closed	-$48K	–	228
2019 Q3	$48K	Buy	+788	New	+$45.4K	0.02%	104

Other funds holding VZ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Fulcrum Equity Management reduced its Verizon (VZ) stake by 1.6% in Q2 2026, selling an estimated $3.85K and leaving 4,891 shares worth $207K. The position accounts for 0.15% of the portfolio, ranked #136.

Fulcrum Equity Management first reported a position in VZ in Q3 2019 and has held it in 7 quarters since. The position peaked at $250K in Q1 2026. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Fulcrum Equity Management held 4,891 shares of Verizon worth $207K as of Q2 2026.
Fulcrum Equity Management sold 82 Verizon shares in Q2 2026, an estimated $3.85K.
Verizon made up 0.15% of Fulcrum Equity Management's portfolio in Q2 2026, its #136 holding.
Fulcrum Equity Management first reported a position in Verizon in Q3 2019 and has held it in 7 quarters since.
Fulcrum Equity Management's Verizon position peaked at $250K in Q1 2026.
1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.