Monument Capital Management’s Verizon VZ Stock Holding History

Monument 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	$414K	Sell	9,781 -7,636	-44%	-$358K	0.08%	188
2026 Q1	$874K	Buy	17,417 +9,332	+115%	+$433K	0.22%	101
2025 Q4	$329K	Sell	8,085 -2,768	-26%	-$112K	0.08%	170
2025 Q3	$477K	Buy	+10,853	New	+$470K	0.12%	140
2022 Q3	–	Sell	-5,273	Closed	-$268K	–	165
2022 Q2	$268K	Sell	5,273 -522	-9%	-$26.4K	0.1%	127
2022 Q1	$295K	Buy	+5,795	New	+$307K	0.1%	116
2021 Q4	–	Sell	-6,298	Closed	-$340K	–	159
2021 Q3	$340K	Buy	6,298 +564	+10%	+$31.2K	0.12%	118
2021 Q2	$321K	Buy	+5,734	New	+$329K	0.11%	113
2018 Q4	–	Sell	-1,700	Closed	-$91K	–	304
2018 Q3	$91K	Buy	1,700 +1,500	+750%	+$79.4K	0.05%	107
2018 Q2	$10K	Hold	200	–	–	0.01%	122
2018 Q1	$9K	Hold	200	–	–	0.01%	118
2017 Q4	$10K	Buy	+200	New	+$9.84K	0.01%	105

Other funds holding VZ

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Monument Capital Management reduced its Verizon (VZ) stake by 44% in Q2 2026, selling an estimated $358K and leaving 9,781 shares worth $414K. The position accounts for 0.08% of the portfolio, ranked #188.

Monument Capital Management first reported a position in VZ in Q4 2017 and has held it in 12 quarters since. The position peaked at $874K in Q1 2026. 1,540 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Monument Capital Management held 9,781 shares of Verizon worth $414K as of Q2 2026.
Monument Capital Management sold 7,636 Verizon shares in Q2 2026, an estimated $358K.
Verizon made up 0.08% of Monument Capital Management's portfolio in Q2 2026, its #188 holding.
Monument Capital Management first reported a position in Verizon in Q4 2017 and has held it in 12 quarters since.
Monument Capital Management's Verizon position peaked at $874K in Q1 2026.
1,540 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.