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Summit Financial’s Verizon VZ Stock Holding History

Summit Financial’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 		$7.62M Buy
179,895
+10,951
+6% +$514K 0.08% 246
2026
Q1 		$8.48M Buy
168,944
+44,386
+36% +$2.06M 0.11% 184
2025
Q4 		$5.07M Buy
124,558
+14,764
+13% +$599K 0.07% 261
2025
Q3 		$4.83M Sell
109,794
-17,081
-13% -$739K 0.07% 268
2025
Q2 		$5.49M Buy
126,875
+16,219
+15% +$702K 0.12% 149
2025
Q1 		$5.02M Buy
110,656
+41,131
+59% +$1.71M 0.14% 136
2024
Q4 		$2.78M Buy
69,525
+20,214
+41% +$853K 0.1% 167
2024
Q3 		$2.21M Buy
49,311
+9,014
+22% +$376K 0.09% 170
2024
Q2 		$1.66M Buy
40,297
+15,901
+65% +$641K 0.08% 173
2024
Q1 		$1.02M Buy
24,396
+700
+3% +$28.2K 0.06% 184
2023
Q4 		$893K Buy
23,696
+1,557
+7% +$55.1K 0.06% 182
2023
Q3 		$718K Sell
22,139
-3,635
-14% -$123K 0.05% 197
2023
Q2 		$959K Sell
25,774
-378
-1% -$14K 0.07% 159
2023
Q1 		$1.02M Sell
26,152
-268
-1% -$10.6K 0.09% 118
2022
Q4 		$1.04M Buy
26,420
+693
+3% +$26.1K 0.1% 108
2022
Q3 		$977K Buy
25,727
+2,465
+11% +$110K 0.09% 108
2022
Q2 		$1.18M Sell
23,262
-860
-4% -$43.5K 0.11% 87
2022
Q1 		$1.23M Buy
24,122
+302
+1% +$16K 0.1% 100
2021
Q4 		$1.24M Buy
23,820
+622
+3% +$32.5K 0.09% 92
2021
Q3 		$1.25M Buy
23,198
+15,815
+214% +$875K 0.11% 71
2021
Q2 		$414K Buy
+7,383
New +$424K 0.04% 102

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Summit Financial's VZ Position: Q2 2026 in Review

Summit Financial increased its Verizon (VZ) stake by 6.5% in Q2 2026, buying an estimated $514K and bringing the position to 179,895 shares worth $7.62M. The position accounts for 0.08% of the portfolio, ranked #246.

Summit Financial first reported a position in VZ in Q2 2021 and has held it in 21 quarters since. The position peaked at $8.48M in Q1 2026. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Summit Financial held 179,895 shares of Verizon worth $7.62M as of Q2 2026.
  • Summit Financial bought 10,951 Verizon shares in Q2 2026, an estimated $514K.
  • Verizon made up 0.08% of Summit Financial's portfolio in Q2 2026, its #246 holding.
  • Summit Financial first reported a position in Verizon in Q2 2021 and has held it in 21 quarters since.
  • Summit Financial's Verizon position peaked at $8.48M in Q1 2026.
  • 3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.