Occidental Asset Management’s Verizon VZ Stock Holding History

Occidental 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
2025 Q3	–	Sell	-2,000	Closed	-$301	–	290
2025 Q2	$301	Sell	2,000 -4,000	-67%	-$173K	﹤0.01%	267
2025 Q1	$591	Sell	6,000 -2,000	-25%	-$83.3K	﹤0.01%	253
2024 Q4	$80	Hold	8,000	–	–	﹤0.01%	219
2024 Q3	$751	Buy	+8,000	New	+$334K	﹤0.01%	220

Other funds holding VZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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.