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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Financial's VZ Position: Q1 2026 in Review

Summit Financial increased its Verizon (VZ) stake by 36% in Q1 2026, buying an estimated $2.06M and bringing the position to 168,944 shares worth $8.48M. The position accounts for 0.11% of the portfolio, ranked #184.

Summit Financial first reported a position in VZ in Q2 2021 and has held it in 20 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Summit Financial held 168,944 shares of Verizon worth $8.48M as of Q1 2026.
  • Summit Financial bought 44,386 Verizon shares in Q1 2026, an estimated $2.06M.
  • Verizon made up 0.11% of Summit Financial's portfolio in Q1 2026, its #184 holding.
  • Summit Financial first reported a position in Verizon in Q2 2021 and has held it in 20 quarters since.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.