Oak Asset Management’s Verizon VZ Stock Holding History

Oak 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
2026 Q2	$1.56M	Sell	36,757 -1,416	-4%	-$66.4K	0.5%	46
2026 Q1	$1.92M	Sell	38,173 -3,093	-7%	-$143K	0.66%	41
2025 Q4	$1.68M	Sell	41,266 -778	-2%	-$31.6K	0.57%	43
2025 Q3	$1.85M	Sell	42,044 -2,653	-6%	-$115K	0.63%	43
2025 Q2	$1.93M	Sell	44,697 -28	-0.1%	-$1.21K	0.69%	43
2025 Q1	$2.03M	Sell	44,725 -2,193	-5%	-$91.3K	0.74%	38
2024 Q4	$1.88M	Sell	46,918 -1,086	-2%	-$45.8K	0.69%	41
2024 Q3	$2.16M	Sell	48,004 -14,283	-23%	-$596K	0.76%	41
2024 Q2	$2.57M	Sell	62,287 -718	-1%	-$28.9K	0.94%	33
2024 Q1	$2.64M	Sell	63,005 -912	-1%	-$36.8K	0.99%	31
2023 Q4	$2.41M	Sell	63,917 -15,348	-19%	-$543K	0.96%	35
2023 Q3	$2.57M	Buy	79,265 +12,368	+18%	+$418K	1.1%	29
2023 Q2	$2.49M	Buy	66,897 +5,408	+9%	+$200K	1.03%	33
2023 Q1	$2.39M	Buy	61,489 +2,206	+4%	+$87K	1.03%	34
2022 Q4	$2.34M	Sell	59,283 -1,742	-3%	-$65.6K	1.05%	33
2022 Q3	$2.32M	Buy	+61,025	New	+$2.72M	1.12%	28
2022 Q2	–	Sell	-55,479	Closed	-$2.83M	–	161
2022 Q1	$2.83M	Buy	55,479 +542	+1%	+$28.7K	1.12%	30
2021 Q4	$2.85M	Sell	54,937 -4,561	-8%	-$238K	1.09%	32
2021 Q3	$3.09M	Sell	59,498 -31	-0.1%	-$1.72K	1.28%	29
2021 Q2	$3.33M	Buy	59,529 +3,471	+6%	+$199K	1.4%	24
2021 Q1	$3.26M	Buy	56,058 +3,821	+7%	+$216K	1.76%	24
2020 Q4	$3.07M	Buy	52,237 +701	+1%	+$41.6K	1.5%	24
2020 Q3	$2.96M	Sell	51,536 -33	-0.1%	-$1.92K	1.56%	24
2020 Q2	$2.84M	Sell	51,569 -310	-0.6%	-$17.4K	1.69%	22
2020 Q1	$2.79M	Buy	51,879 +38	+0.1%	+$2.17K	2.03%	13
2019 Q4	$3.18M	Sell	51,841 -50	-0.1%	-$3.02K	1.77%	17
2019 Q3	$3.13M	Buy	51,891 +23,444	+82%	+$1.35M	1.89%	17
2019 Q2	$1.58M	Buy	28,447 +358	+1%	+$20.6K	0.98%	35
2019 Q1	$1.66M	Sell	28,089 -261	-0.9%	-$14.8K	1.1%	32
2018 Q4	$1.59M	Sell	28,350 -13	-0%	-$738	1.18%	28
2018 Q3	$1.51M	Hold	28,363	–	–	0.92%	36
2018 Q2	$1.43M	Sell	28,363 -618	-2%	-$29.9K	0.97%	36
2018 Q1	$1.39M	Sell	28,981 -81	-0.3%	-$4.07K	1.07%	29
2017 Q4	$1.54M	Buy	+29,062	New	+$1.43M	1.17%	27

Other funds holding VZ

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Oak Asset Management's VZ Position: Q2 2026 in Review

Oak Asset Management reduced its Verizon (VZ) stake by 3.7% in Q2 2026, selling an estimated $66.4K and leaving 36,757 shares worth $1.56M. The position accounts for 0.5% of the portfolio, ranked #46.

Oak Asset Management first reported a position in VZ in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.33M in Q2 2021. 740 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Oak Asset Management held 36,757 shares of Verizon worth $1.56M as of Q2 2026.
Oak Asset Management sold 1,416 Verizon shares in Q2 2026, an estimated $66.4K.
Verizon made up 0.5% of Oak Asset Management's portfolio in Q2 2026, its #46 holding.
Oak Asset Management first reported a position in Verizon in Q4 2017 and has held it in 34 quarters since.
Oak Asset Management's Verizon position peaked at $3.33M in Q2 2021.
740 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Oak Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.