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
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

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

Occidental Asset Management increased its Verizon (VZ) stake by 4.1% in Q2 2026, buying an estimated $21.8K and bringing the position to 11,754 shares worth $498K. The position accounts for 0.05% of the portfolio, ranked #194.

Occidental Asset Management first reported a position in VZ in Q1 2014 and has held it in 50 quarters since. The position peaked at $2.48M in Q2 2022. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Occidental Asset Management held 11,754 shares of Verizon worth $498K as of Q2 2026.
  • Occidental Asset Management bought 464 Verizon shares in Q2 2026, an estimated $21.8K.
  • Verizon made up 0.05% of Occidental Asset Management's portfolio in Q2 2026, its #194 holding.
  • Occidental Asset Management first reported a position in Verizon in Q1 2014 and has held it in 50 quarters since.
  • Occidental Asset Management's Verizon position peaked at $2.48M in Q2 2022.
  • 3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.