SFWA
VZ icon

Summit Financial Wealth Advisors’s Verizon VZ Stock Holding History

Summit Financial Wealth Advisors’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 		$747K Buy
17,645
+1,383
+9% +$64.9K 0.1% 99
2026
Q1 		$816K Buy
16,262
+2,393
+17% +$111K 0.12% 85
2025
Q4 		$565K Buy
13,869
+4,024
+41% +$163K 0.08% 103
2025
Q3 		$432K Buy
9,845
+3,348
+52% +$145K 0.07% 114
2025
Q2 		$281K Buy
+6,497
New +$281K 0.05% 139
2024
Q4 		– Sell
-4,489
Closed -$202K – 161
2024
Q3 		$202K Buy
+4,489
New +$187K 0.04% 149
2023
Q3 		– Sell
-138,729
Closed -$5.16M – 130
2023
Q2 		$5.16M Sell
138,729
-9,349
-6% -$346K 1.19% 24
2023
Q1 		$5.76M Buy
148,078
+11,163
+8% +$440K 1.37% 24
2022
Q4 		$5.39M Sell
136,915
-18,611
-12% -$701K 1.3% 26
2022
Q3 		$5.63M Buy
155,526
+8,406
+6% +$374K 1.62% 24
2022
Q2 		$6.58M Buy
147,120
+2,211
+2% +$112K 1.57% 24
2022
Q1 		$7.38M Buy
144,909
+22,366
+18% +$1.18M 1.49% 25
2021
Q4 		$6.55M Buy
122,543
+13,356
+12% +$697K 1.27% 28
2021
Q3 		$5.9M Buy
109,187
+3,402
+3% +$188K 1.34% 27
2021
Q2 		$5.93M Buy
105,785
+6,506
+7% +$373K 1.34% 26
2021
Q1 		$5.83M Buy
99,279
+1,444
+1% +$81.5K 1.48% 21
2020
Q4 		$5.82M Sell
97,835
-5,398
-5% -$321K 1.59% 19
2020
Q3 		$5.96M Buy
103,233
+1,158
+1% +$67.3K 1.59% 19
2020
Q2 		$5.65M Buy
102,075
+1,248
+1% +$70.2K 1.51% 22
2020
Q1 		$5.72M Buy
100,827
+89,115
+761% +$5.1M 1.8% 12
2019
Q4 		$702K Sell
11,712
-1,096
-9% -$66.1K 0.17% 71
2019
Q3 		$768K Sell
12,808
-88
-0.7% -$5.07K 0.19% 75
2019
Q2 		$737K Buy
12,896
+32
+0.2% +$1.84K 0.18% 83
2019
Q1 		$757K Sell
12,864
-957
-7% -$54.2K 0.2% 72
2018
Q4 		$777K Sell
13,821
-1,191
-8% -$67.6K 0.25% 64
2018
Q3 		$804K Buy
15,012
+4,064
+37% +$215K 0.24% 71
2018
Q2 		$524K Sell
10,948
-1,390
-11% -$67.3K 0.18% 83
2018
Q1 		$590K Sell
12,338
-12,419
-50% -$624K 0.19% 80
2017
Q4 		$1.31M Sell
24,757
-3,383
-12% -$166K 0.45% 57
2017
Q3 		$1.39M Sell
28,140
-16,663
-37% -$784K 0.51% 54
2017
Q2 		$2M Sell
44,803
-14,346
-24% -$668K 0.79% 41
2017
Q1 		$2.88M Sell
59,149
-5,335
-8% -$268K 1.26% 22
2016
Q4 		$3.44M Buy
64,484
+558
+0.9% +$27.9K 1.51% 18
2016
Q3 		$3.32M Sell
63,926
-26,578
-29% -$1.43M 1.44% 21
2016
Q2 		$5.05M Sell
90,504
-1,650
-2% -$85.6K 2.11% 13
2016
Q1 		$4.98M Sell
92,154
-1,315
-1% -$65.8K 2.18% 12
2015
Q4 		$4.32M Buy
93,469
+7,931
+9% +$360K 1.98% 14
2015
Q3 		$3.72M Sell
85,538
-250
-0.3% -$11.5K 2.41% 14
2015
Q2 		$4M Sell
85,788
-200
-0.2% -$9.79K 2.47% 15
2015
Q1 		$4.28M Sell
85,988
-1,829
-2% -$88.3K 2.9% 12
2014
Q4 		$4.11M Buy
+87,817
New +$4.3M 2.85% 14

Other funds holding VZ

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Wealth Enhancement Advisory Services
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
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

Summit Financial Wealth Advisors's VZ Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Verizon (VZ) stake by 8.5% in Q2 2026, buying an estimated $64.9K and bringing the position to 17,645 shares worth $747K. The position accounts for 0.1% of the portfolio, ranked #99.

Summit Financial Wealth Advisors first reported a position in VZ in Q4 2014 and has held it in 41 quarters since. The position peaked at $7.38M in Q1 2022. 741 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Summit Financial Wealth Advisors held 17,645 shares of Verizon worth $747K as of Q2 2026.
  • Summit Financial Wealth Advisors bought 1,383 Verizon shares in Q2 2026, an estimated $64.9K.
  • Verizon made up 0.1% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #99 holding.
  • Summit Financial Wealth Advisors first reported a position in Verizon in Q4 2014 and has held it in 41 quarters since.
  • Summit Financial Wealth Advisors's Verizon position peaked at $7.38M in Q1 2022.
  • 741 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.