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Shulman DeMeo Asset Management’s Verizon VZ Stock Holding History

Shulman DeMeo 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
2026
Q3 		$795K Sell
17,348
-428
-2% -$20.1K 0.16% 47
2026
Q2 		$753K Buy
17,776
+110
+0.6% +$5.16K 0.14% 52
2026
Q1 		$887K Sell
17,666
-243
-1% -$11.3K 0.19% 43
2025
Q4 		$729K Sell
17,909
-795
-4% -$32.2K 0.17% 42
2025
Q3 		$822K Sell
18,704
-153
-0.8% -$6.62K 0.19% 39
2025
Q2 		$816K Sell
18,857
-220
-1% -$9.53K 0.2% 37
2025
Q1 		$865K Buy
19,077
+133
+0.7% +$5.54K 0.24% 34
2024
Q4 		$758K Sell
18,944
-3,310
-15% -$140K 0.2% 39
2024
Q3 		$999K Sell
22,254
-498
-2% -$20.8K 0.25% 33
2024
Q2 		$938K Sell
22,752
-1,250
-5% -$50.4K 0.25% 30
2024
Q1 		$1.01M Buy
24,002
+56
+0.2% +$2.26K 0.27% 31
2023
Q4 		$903K Sell
23,946
-1,035
-4% -$36.6K 0.26% 34
2023
Q3 		$810K Sell
24,981
-708
-3% -$23.9K 0.27% 35
2023
Q2 		$955K Sell
25,689
-129
-0.5% -$4.78K 0.29% 33
2023
Q1 		$1M Buy
25,818
+100
+0.4% +$3.94K 0.32% 31
2022
Q4 		$1.01M Buy
25,718
+131
+0.5% +$4.94K 0.34% 28
2022
Q3 		$972K Sell
25,587
-175
-0.7% -$7.79K 0.35% 29
2022
Q2 		$1.31M Sell
25,762
-724
-3% -$36.6K 0.43% 24
2022
Q1 		$1.35M Buy
26,486
+648
+3% +$34.3K 0.37% 28
2021
Q4 		$1.34M Buy
+25,838
New +$1.35M 0.35% 30
2021
Q2 		– Sell
-28,380
Closed -$1.65M – 142
2021
Q1 		$1.65M Buy
28,380
+1,447
+5% +$81.7K 0.45% 21
2020
Q4 		$1.58M Buy
26,933
+3,835
+17% +$228K 0.45% 23
2020
Q3 		$1.37M Buy
23,098
+1,088
+5% +$63.2K 0.46% 24
2020
Q2 		$1.21M Sell
22,010
-192
-0.9% -$10.8K 0.47% 25
2020
Q1 		$1.19M Sell
22,202
-837
-4% -$47.9K 0.56% 20
2019
Q4 		$1.42M Buy
23,039
+1,106
+5% +$66.7K 0.49% 23
2019
Q3 		$1.32M Sell
21,933
-982
-4% -$56.6K 0.44% 27
2019
Q2 		$1.31M Buy
22,915
+397
+2% +$22.9K 0.48% 24
2019
Q1 		$1.33M Buy
22,518
+1,668
+8% +$94.5K 0.51% 23
2018
Q4 		$1.17M Buy
+20,850
New +$1.18M 0.65% 17

Other funds holding VZ

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Shulman DeMeo Asset Management's VZ Position: Q3 2026 in Review

Shulman DeMeo Asset Management reduced its Verizon (VZ) stake by 2.4% in Q3 2026, selling an estimated $20.1K and leaving 17,348 shares worth $795K. The position accounts for 0.16% of the portfolio, ranked #47.

Shulman DeMeo Asset Management first reported a position in VZ in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.65M in Q1 2021. 167 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Shulman DeMeo Asset Management held 17,348 shares of Verizon worth $795K as of Q3 2026.
  • Shulman DeMeo Asset Management sold 428 Verizon shares in Q3 2026, an estimated $20.1K.
  • Verizon made up 0.16% of Shulman DeMeo Asset Management's portfolio in Q3 2026, its #47 holding.
  • Shulman DeMeo Asset Management first reported a position in Verizon in Q4 2018 and has held it in 30 quarters since.
  • Shulman DeMeo Asset Management's Verizon position peaked at $1.65M in Q1 2021.
  • 167 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.