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Kathmere Capital Management’s Verizon VZ Stock Holding History

Kathmere Capital 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 		$4.37M Buy
103,247
+10,532
+11% +$494K 0.23% 85
2026
Q1 		$4.65M Buy
92,715
+14,416
+18% +$668K 0.29% 69
2025
Q4 		$3.19M Sell
78,299
-10,295
-12% -$418K 0.21% 82
2025
Q3 		$3.89M Buy
88,594
+5,715
+7% +$247K 0.28% 71
2025
Q2 		$3.59M Buy
82,879
+9,020
+12% +$391K 0.28% 69
2025
Q1 		$3.35M Buy
73,859
+6,673
+10% +$278K 0.28% 63
2024
Q4 		$2.69M Buy
67,186
+2,390
+4% +$101K 0.24% 73
2024
Q3 		$2.91M Buy
64,796
+7,909
+14% +$330K 0.27% 65
2024
Q2 		$2.35M Buy
56,887
+2,393
+4% +$96.4K 0.25% 66
2024
Q1 		$2.29M Buy
54,494
+16,603
+44% +$670K 0.26% 64
2023
Q4 		$1.43M Buy
37,891
+9,929
+36% +$351K 0.19% 69
2023
Q3 		$906K Buy
27,962
+19,489
+230% +$659K 0.13% 88
2023
Q2 		$315K Sell
8,473
-12,279
-59% -$454K 0.05% 163
2023
Q1 		$807K Buy
20,752
+7,324
+55% +$289K 0.13% 86
2022
Q4 		$529K Sell
13,428
-448
-3% -$16.9K 0.09% 99
2022
Q3 		$527K Sell
13,876
-768
-5% -$34.2K 0.11% 84
2022
Q2 		$743K Buy
14,644
+6,532
+81% +$330K 0.14% 65
2022
Q1 		$413K Buy
+8,112
New +$430K 0.07% 93
2021
Q1 		– Sell
-765
Closed -$45K – 406
2020
Q4 		$45K Hold
765
– – 0.01% 245
2020
Q3 		$46K Buy
+765
New +$44.4K 0.01% 232

Other funds holding VZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Kathmere Capital Management's VZ Position: Q2 2026 in Review

Kathmere Capital Management increased its Verizon (VZ) stake by 11% in Q2 2026, buying an estimated $494K and bringing the position to 103,247 shares worth $4.37M. The position accounts for 0.23% of the portfolio, ranked #85.

Kathmere Capital Management first reported a position in VZ in Q3 2020 and has held it in 20 quarters since. The position peaked at $4.65M in Q1 2026. 1,653 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Kathmere Capital Management held 103,247 shares of Verizon worth $4.37M as of Q2 2026.
  • Kathmere Capital Management bought 10,532 Verizon shares in Q2 2026, an estimated $494K.
  • Verizon made up 0.23% of Kathmere Capital Management's portfolio in Q2 2026, its #85 holding.
  • Kathmere Capital Management first reported a position in Verizon in Q3 2020 and has held it in 20 quarters since.
  • Kathmere Capital Management's Verizon position peaked at $4.65M in Q1 2026.
  • 1,653 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.