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Peak Financial Management’s Verizon VZ Stock Holding History

Peak Financial 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
2026
Q2 		$467K Buy
11,022
+100
+0.9% +$4.69K 0.11% 62
2026
Q1 		$548K Buy
10,922
+1,070
+11% +$49.6K 0.14% 54
2025
Q4 		$401K Hold
9,852
– – 0.1% 63
2025
Q3 		$433K Sell
9,852
-946
-9% -$41K 0.11% 58
2025
Q2 		$467K Sell
10,798
-103
-0.9% -$4.46K 0.13% 58
2025
Q1 		$494K Hold
10,901
– – 0.15% 53
2024
Q4 		$436K Sell
10,901
-572
-5% -$24.1K 0.13% 62
2024
Q3 		$515K Buy
11,473
+377
+3% +$15.7K 0.15% 55
2024
Q2 		$458K Buy
11,096
+543
+5% +$21.9K 0.14% 55
2024
Q1 		$443K Sell
10,553
-797
-7% -$32.1K 0.14% 57
2023
Q4 		$428K Buy
+11,350
New +$402K 0.14% 55
2020
Q4 		– Sell
-12,661
Closed -$753K – 68
2020
Q3 		$753K Buy
12,661
+2,587
+26% +$150K 0.33% 37
2020
Q2 		$555K Hold
10,074
– – 0.26% 37
2020
Q1 		$541K Buy
10,074
+475
+5% +$27.2K 0.28% 36
2019
Q4 		$589K Hold
9,599
– – 0.25% 37
2019
Q3 		$579K Sell
9,599
-331
-3% -$19.1K 0.26% 35
2019
Q2 		$567K Buy
9,930
+795
+9% +$45.8K 0.25% 37
2019
Q1 		$540K Buy
9,135
+331
+4% +$18.7K 0.25% 37
2018
Q4 		$495K Sell
8,804
-171
-2% -$9.7K 0.24% 36
2018
Q3 		$479K Buy
8,975
+171
+2% +$9.05K 0.22% 35
2018
Q2 		$443K Hold
8,804
– – 0.2% 37
2018
Q1 		$421K Sell
8,804
-965
-10% -$48.5K 0.2% 36
2017
Q4 		$517K Hold
9,769
– – 0.2% 36
2017
Q3 		$483K Buy
9,769
+144
+1% +$6.78K 0.19% 32
2017
Q2 		$430K Hold
9,625
– – 0.17% 30
2017
Q1 		$469K Buy
9,625
+421
+5% +$21.1K 0.19% 28
2016
Q4 		$491K Hold
9,204
– – 0.21% 27
2016
Q3 		$478K Sell
9,204
-66
-0.7% -$3.54K 0.21% 22
2016
Q2 		$518K Buy
+9,270
New +$481K 0.23% 24

Other funds holding VZ

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Peak Financial Management's VZ Position: Q2 2026 in Review

Peak Financial Management increased its Verizon (VZ) stake by 0.92% in Q2 2026, buying an estimated $4.69K and bringing the position to 11,022 shares worth $467K. The position accounts for 0.11% of the portfolio, ranked #62.

Peak Financial Management first reported a position in VZ in Q2 2016 and has held it in 29 quarters since. The position peaked at $753K in Q3 2020. 1,542 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Peak Financial Management held 11,022 shares of Verizon worth $467K as of Q2 2026.
  • Peak Financial Management bought 100 Verizon shares in Q2 2026, an estimated $4.69K.
  • Verizon made up 0.11% of Peak Financial Management's portfolio in Q2 2026, its #62 holding.
  • Peak Financial Management first reported a position in Verizon in Q2 2016 and has held it in 29 quarters since.
  • Peak Financial Management's Verizon position peaked at $753K in Q3 2020.
  • 1,542 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.