Peak Asset Management’s Verizon VZ Stock Holding History

Peak 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 Q4	–	Sell	-5,420	Closed	-$238K	–	159
2025 Q3	$238K	Hold	5,420	–	–	0.04%	135
2025 Q2	$235K	Sell	5,420 -2,675	-33%	-$116K	0.04%	141
2025 Q1	$367K	Sell	8,095 -1,076	-12%	-$44.8K	0.07%	110
2024 Q4	$367K	Hold	9,171	–	–	0.07%	113
2024 Q3	$412K	Sell	9,171 -49	-0.5%	-$2.04K	0.08%	109
2024 Q2	$380K	Sell	9,220 -990	-10%	-$39.9K	0.07%	106
2024 Q1	$428K	Buy	10,210 +100	+1%	+$4.03K	0.08%	106
2023 Q4	$381K	Hold	10,110	–	–	0.08%	105
2023 Q3	$328K	Buy	10,110 +2,318	+30%	+$78.3K	0.08%	106
2023 Q2	$290K	Sell	7,792 -242	-3%	-$8.96K	0.07%	115
2023 Q1	$312K	Sell	8,034 -250	-3%	-$9.86K	0.08%	115
2022 Q4	$326K	Sell	8,284 -1,432	-15%	-$54K	0.09%	105
2022 Q3	$369K	Buy	9,716 +242	+3%	+$10.8K	0.11%	100
2022 Q2	$481K	Hold	9,474	–	–	0.13%	89
2022 Q1	$483K	Sell	9,474 -522	-5%	-$27.7K	0.11%	91
2021 Q4	$519K	Buy	9,996 +298	+3%	+$15.5K	0.12%	94
2021 Q3	$524K	Sell	9,698 -166	-2%	-$9.18K	0.13%	89
2021 Q2	$553K	Buy	9,864 +522	+6%	+$30K	0.14%	88
2021 Q1	$543K	Sell	9,342 -289	-3%	-$16.3K	0.13%	97
2020 Q4	$566K	Buy	9,631 +164	+2%	+$9.74K	0.15%	85
2020 Q3	$563K	Hold	9,467	–	–	0.17%	77
2020 Q2	$522K	Buy	9,467 +1,326	+16%	+$74.6K	0.17%	76
2020 Q1	$437K	Buy	8,141 +2,100	+35%	+$120K	0.17%	71
2019 Q4	$371K	Buy	6,041 +513	+9%	+$30.9K	0.11%	88
2019 Q3	$334K	Buy	5,528 +100	+2%	+$5.76K	0.11%	90
2019 Q2	$310K	Sell	5,428 -477	-8%	-$27.5K	0.1%	99
2019 Q1	$349K	Hold	5,905	–	–	0.12%	93
2018 Q4	$332K	Sell	5,905 -175	-3%	-$9.93K	0.12%	92
2018 Q3	$325K	Sell	6,080 -2,300	-27%	-$122K	0.11%	93
2018 Q2	$422K	Sell	8,380 -449	-5%	-$21.7K	0.15%	83
2018 Q1	$422K	Sell	8,829 -466	-5%	-$23.4K	0.16%	82
2017 Q4	$492K	Sell	9,295 -736	-7%	-$36.2K	0.18%	81
2017 Q3	$496K	Sell	10,031 -376	-4%	-$17.7K	0.18%	89
2017 Q2	$465K	Sell	10,407 -610	-6%	-$28.4K	0.17%	89
2017 Q1	$537K	Sell	11,017 -50	-0.5%	-$2.51K	0.2%	87
2016 Q4	$591K	Buy	11,067 +208	+2%	+$10.4K	0.24%	82
2016 Q3	$564K	Buy	10,859 +1,213	+13%	+$65.1K	0.24%	81
2016 Q2	$539K	Sell	9,646 -460	-5%	-$23.9K	0.24%	77
2016 Q1	$547K	Hold	10,106	–	–	0.26%	75
2015 Q4	$467K	Buy	10,106 +2,851	+39%	+$129K	0.23%	70
2015 Q3	$316K	Hold	7,255	–	–	0.17%	83
2015 Q2	$338K	Sell	7,255 -14	-0.2%	-$685	0.18%	91
2015 Q1	$353K	Sell	7,269 -1,807	-20%	-$87.2K	0.18%	84
2014 Q4	$425K	Buy	+9,076	New	+$444K	0.22%	75

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Peak Asset Management's VZ Position: Q4 2025 in Review

Peak Asset Management sold out of Verizon (VZ) in Q4 2025, closing a stake of 5,420 shares — an estimated $238K sold.

Peak Asset Management first reported a position in VZ in Q4 2014 and held it in 44 quarters. The position peaked at $591K in Q4 2016. 3,108 funds tracked by Wall St. Rank hold VZ as of Q4 2025.

Peak Asset Management reported no remaining Verizon position as of Q4 2025 after selling out during the quarter.
Peak Asset Management sold 5,420 Verizon shares in Q4 2025, an estimated $238K.
Peak Asset Management first reported a position in Verizon in Q4 2014 and held it in 44 quarters.
Peak Asset Management's Verizon position peaked at $591K in Q4 2016.
3,108 funds tracked by Wall St. Rank held Verizon as of Q4 2025.

Based on Peak Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.