Oliver Luxxe Assets’s Verizon VZ Stock Holding History

Oliver Luxxe Assets’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	$251K	Buy	5,920 +27	+0.5%	+$1.27K	0.04%	191
2026 Q1	$296K	Buy	5,893 +317	+6%	+$14.7K	0.04%	184
2025 Q4	$227K	Buy	5,576 +114	+2%	+$4.62K	0.03%	185
2025 Q3	$240K	Buy	5,462 +28	+0.5%	+$1.21K	0.04%	179
2025 Q2	$235K	Buy	5,434 +634	+13%	+$27.5K	0.04%	175
2025 Q1	$218K	Sell	4,800 -6,290	-57%	-$262K	0.04%	184
2024 Q4	$472K	Buy	11,090 +5,292	+91%	+$223K	0.04%	191
2024 Q3	$260K	Sell	5,798 -300	-5%	-$12.5K	0.05%	172
2024 Q2	$251K	Buy	6,098 +342	+6%	+$13.8K	0.05%	172
2024 Q1	$242K	Buy	5,756 +25	+0.4%	+$1.01K	0.05%	167
2023 Q4	$216K	Buy	+5,731	New	+$203K	0.05%	165
2023 Q3	–	Sell	-5,827	Closed	-$217K	–	181
2023 Q2	$217K	Sell	5,827 -134	-2%	-$4.96K	0.05%	161
2023 Q1	$232K	Sell	5,961 -10	-0.2%	-$394	0.06%	164
2022 Q4	$235K	Sell	5,971 -1,500	-20%	-$56.5K	0.07%	168
2022 Q3	$284K	Buy	7,471 +66	+0.9%	+$2.94K	0.09%	157
2022 Q2	$376K	Sell	7,405 -717	-9%	-$36.3K	0.11%	148
2022 Q1	$414K	Sell	8,122 -640	-7%	-$33.9K	0.1%	156
2021 Q4	$455K	Buy	8,762 +16	+0.2%	+$835	0.12%	138
2021 Q3	$472K	Buy	8,746 +665	+8%	+$36.8K	0.13%	136
2021 Q2	$453K	Buy	8,081 +340	+4%	+$19.5K	0.12%	138
2021 Q1	$450K	Buy	7,741 +948	+14%	+$53.5K	0.13%	126
2020 Q4	$390K	Sell	6,793 -786	-10%	-$46.7K	0.12%	131
2020 Q3	$451K	Buy	7,579 +2,314	+44%	+$134K	0.17%	113
2020 Q2	$290K	Buy	5,265 +14	+0.3%	+$788	0.15%	103
2020 Q1	$304K	Buy	5,251 +67	+1%	+$3.83K	0.19%	96
2019 Q4	$318K	Buy	5,184 +812	+19%	+$49K	0.17%	97
2019 Q3	$258K	Buy	4,372 +13	+0.3%	+$749	0.15%	104
2019 Q2	$252K	Sell	4,359 -47,077	-92%	-$2.71M	0.14%	107
2019 Q1	$3.04M	Buy	51,436 +4,079	+9%	+$231K	1.76%	16
2018 Q4	$2.66M	Buy	47,357 +42,913	+966%	+$2.43M	1.79%	21
2018 Q3	$244K	Buy	4,444 +27	+0.6%	+$1.43K	0.14%	92
2018 Q2	$211K	Hold	4,417	–	–	0.13%	81
2018 Q1	$211K	Sell	4,417 -37	-0.8%	-$1.86K	0.13%	86
2017 Q4	$236K	Sell	4,454 -256	-5%	-$12.6K	0.14%	76
2017 Q3	$233K	Buy	+4,710	New	+$222K	0.15%	74
2017 Q2	–	Sell	-62,403	Closed	-$3.04M	–	84
2017 Q1	$3.04M	Buy	62,403 +2,373	+4%	+$119K	2.03%	16
2016 Q4	$3.2M	Buy	60,030 +55,194	+1,141%	+$2.76M	2.21%	16
2016 Q3	$251K	Buy	4,836 +1,015	+27%	+$54.5K	0.2%	74
2016 Q2	$213K	Buy	3,821 +12	+0.3%	+$622	0.18%	76
2016 Q1	$206K	Buy	+3,809	New	+$191K	0.21%	70

Other funds holding VZ

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Oliver Luxxe Assets's VZ Position: Q2 2026 in Review

Oliver Luxxe Assets increased its Verizon (VZ) stake by 0.46% in Q2 2026, buying an estimated $1.27K and bringing the position to 5,920 shares worth $251K. The position accounts for 0.04% of the portfolio, ranked #191.

Oliver Luxxe Assets first reported a position in VZ in Q1 2016 and has held it in 40 quarters since. The position peaked at $3.2M in Q4 2016. 648 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Oliver Luxxe Assets held 5,920 shares of Verizon worth $251K as of Q2 2026.
Oliver Luxxe Assets bought 27 Verizon shares in Q2 2026, an estimated $1.27K.
Verizon made up 0.04% of Oliver Luxxe Assets's portfolio in Q2 2026, its #191 holding.
Oliver Luxxe Assets first reported a position in Verizon in Q1 2016 and has held it in 40 quarters since.
Oliver Luxxe Assets's Verizon position peaked at $3.2M in Q4 2016.
648 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.