Occidental Asset Management’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$567K Buy
11,290
+187
+2% +$8.67K 0.07% 153
2025
Q4
$452K Sell
11,103
-2,854
-20% -$116K 0.05% 168
2025
Q3
$613K Sell
13,957
-15,743
-53% -$681K 0.08% 140
2025
Q2
$1.29M Buy
29,700
+5,494
+23% +$238K 0.18% 94
2025
Q1
$1.1M Sell
24,206
-467
-2% -$19.4K 0.17% 98
2024
Q4
$987K Sell
24,673
-629
-2% -$26.5K 0.15% 109
2024
Q3
$1.14M Buy
25,302
+1,043
+4% +$43.5K 0.18% 106
2024
Q2
$1M Buy
24,259
+17,155
+241% +$691K 0.18% 108
2024
Q1
$298K Sell
7,104
-1,150
-14% -$46.4K 0.06% 159
2023
Q4
$311K Sell
8,254
-2,210
-21% -$78.2K 0.06% 164
2023
Q3
$339K Sell
10,464
-47,010
-82% -$1.59M 0.08% 154
2023
Q2
$2.14M Buy
57,474
+2,384
+4% +$88.2K 0.48% 56
2023
Q1
$2.14M Buy
55,090
+1,649
+3% +$65K 0.53% 56
2022
Q4
$2.11M Buy
53,441
+2,106
+4% +$79.3K 0.57% 52
2022
Q3
$1.95M Buy
51,335
+2,542
+5% +$113K 0.58% 48
2022
Q2
$2.48M Buy
48,793
+1,363
+3% +$68.9K 0.73% 28
2022
Q1
$2.42M Buy
47,430
+1,019
+2% +$54K 0.62% 38
2021
Q4
$2.41M Buy
46,411
+2,782
+6% +$145K 0.57% 43
2021
Q3
$2.36M Buy
43,629
+2,561
+6% +$142K 0.61% 35
2021
Q2
$2.3M Buy
41,068
+2,239
+6% +$128K 0.61% 35
2021
Q1
$2.26M Buy
38,829
+7,946
+26% +$448K 0.67% 31
2020
Q4
$1.81M Buy
30,883
+2,144
+7% +$127K 0.6% 31
2020
Q3
$1.71M Sell
28,739
-113
-0.4% -$6.57K 0.71% 26
2020
Q2
$1.59M Buy
28,852
+836
+3% +$47K 0.7% 26
2020
Q1
$1.5M Sell
28,016
-1,591
-5% -$91K 0.76% 21
2019
Q4
$1.82M Buy
29,607
+960
+3% +$57.9K 0.74% 27
2019
Q3
$1.73M Buy
28,647
+2,692
+10% +$155K 0.72% 25
2019
Q2
$1.48M Sell
25,955
-195
-0.7% -$11.2K 0.67% 26
2019
Q1
$1.55M Buy
26,150
+3,057
+13% +$173K 0.74% 26
2018
Q4
$1.3M Buy
23,093
+1,562
+7% +$88.6K 0.73% 27
2018
Q3
$1.15M Buy
21,531
+272
+1% +$14.4K 0.57% 38
2018
Q2
$1.07M Sell
21,259
-576
-3% -$27.9K 0.57% 27
2018
Q1
$1.04M Hold
21,835
0.56% 31
2017
Q4
$1.16M Buy
21,835
+90
+0.4% +$4.43K 0.6% 29
2017
Q3
$1.08M Buy
21,745
+412
+2% +$19.4K 0.59% 30
2017
Q2
$953K Sell
21,333
-152
-0.7% -$7.08K 0.57% 30
2017
Q1
$1.05M Buy
21,485
+1,791
+9% +$89.9K 0.69% 29
2016
Q4
$1.05M Buy
19,694
+4,156
+27% +$208K 0.76% 33
2016
Q3
$808K Buy
15,538
+652
+4% +$35K 0.66% 39
2016
Q2
$831K Buy
14,886
+1,300
+10% +$67.4K 0.73% 42
2016
Q1
$735K Hold
13,586
0.89% 29
2015
Q4
$628K Sell
13,586
-100
-0.7% -$4.54K 0.8% 29
2015
Q3
$595K Sell
13,686
-650
-5% -$30K 0.83% 28
2015
Q2
$668K Hold
14,336
0.9% 28
2015
Q1
$697K Sell
14,336
-151
-1% -$7.29K 0.87% 27
2014
Q4
$678K Sell
14,487
-3,155
-18% -$154K 1.03% 25
2014
Q3
$882K Sell
17,642
-691
-4% -$34.3K 1.44% 16
2014
Q2
$897K Hold
18,333
1.54% 13
2014
Q1
$872K Buy
+18,333
New +$867K 1.56% 16

Other funds holding VZ

Occidental Asset Management's VZ Position: Q1 2026 in Review

Occidental Asset Management increased its Verizon (VZ) stake by 1.7% in Q1 2026, buying an estimated $8.67K and bringing the position to 11,290 shares worth $567K. The position accounts for 0.07% of the portfolio, ranked #153.

Occidental Asset Management first reported a position in VZ in Q1 2014 and has held it in 49 quarters since. The position peaked at $2.48M in Q2 2022. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Occidental Asset Management held 11,290 shares of Verizon worth $567K as of Q1 2026.
  • Occidental Asset Management bought 187 Verizon shares in Q1 2026, an estimated $8.67K.
  • Verizon made up 0.07% of Occidental Asset Management's portfolio in Q1 2026, its #153 holding.
  • Occidental Asset Management first reported a position in Verizon in Q1 2014 and has held it in 49 quarters since.
  • Occidental Asset Management's Verizon position peaked at $2.48M in Q2 2022.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Occidental Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.