SSG
VZ icon

Summit Securities Group’s Verizon VZ Stock Holding History

Summit Securities Group’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 		$117K Sell
2,768
-5,655
-67% -$265K 0.01% 356
2026
Q1 		$423K Sell
8,423
-8,925
-51% -$414K 0.05% 157
2025
Q4 		$707K Buy
17,348
+2,558
+17% +$104K 0.09% 154
2025
Q3 		$650K Buy
14,790
+6,990
+90% +$303K 0.13% 145
2025
Q2 		$338K Buy
7,800
+3,900
+100% +$169K 0.07% 168
2025
Q1 		$177K Sell
3,900
-2,700
-41% -$112K 0.03% 181
2024
Q4 		$264K Sell
6,600
-19,700
-75% -$831K 0.05% 172
2024
Q3 		$1.18M Sell
26,300
-4,800
-15% -$200K 0.31% 49
2024
Q2 		$1.28M Sell
31,100
-32,600
-51% -$1.31M 0.24% 57
2024
Q1 		$2.67M Buy
63,700
+46,100
+262% +$1.86M 0.44% 32
2023
Q4 		$664K Buy
17,600
+4,000
+29% +$142K 0.06% 165
2023
Q3 		$441K Buy
13,600
+7,819
+135% +$264K 0.05% 132
2023
Q2 		$215K Sell
5,781
-1,235
-18% -$45.7K 0.03% 206
2023
Q1 		$273K Sell
7,016
-7,474
-52% -$295K 0.02% 187
2022
Q4 		$571K Sell
14,490
-4,599
-24% -$173K 0.02% 220
2022
Q3 		$725K Buy
19,089
+3,624
+23% +$161K 0.05% 198
2022
Q2 		$785K Buy
15,465
+235
+2% +$11.9K 0.1% 148
2022
Q1 		$776K Buy
15,230
+2,430
+19% +$129K 0.09% 170
2021
Q4 		$665K Buy
12,800
+8,172
+177% +$426K 0.03% 310
2021
Q3 		$250K Sell
4,628
-25,043
-84% -$1.39M 0.02% 581
2021
Q2 		$1.66M Buy
+29,671
New +$1.7M 0.14% 164
2021
Q1 		– Sell
-16,200
Closed -$952K – 791
2020
Q4 		$952K Buy
+16,200
New +$962K 0.08% 240
2020
Q3 		– Sell
-7,200
Closed -$397K – 509
2020
Q2 		$397K Sell
7,200
-4,300
-37% -$242K 0.05% 268
2020
Q1 		$618K Sell
11,500
-6,800
-37% -$389K 0.11% 149
2019
Q4 		$1.12M Sell
18,300
-8,000
-30% -$483K 0.09% 196
2019
Q3 		$1.59M Buy
26,300
+13,600
+107% +$783K 0.14% 105
2019
Q2 		$726K Buy
12,700
+8,000
+170% +$461K 0.08% 165
2019
Q1 		$278K Sell
4,700
-9,079
-66% -$514K 0.05% 162
2018
Q4 		$775K Sell
13,779
-4,632
-25% -$263K 0.07% 158
2018
Q3 		$983K Buy
18,411
+1,332
+8% +$70.5K 0.37% 47
2018
Q2 		$859K Buy
17,079
+8,179
+92% +$396K 0.12% 96
2018
Q1 		$426K Buy
+8,900
New +$447K 0.1% 96
2016
Q3 		– Sell
-19,200
Closed -$1.03M – 270
2016
Q2 		$1.07M Buy
+19,200
New +$996K 0.57% 37
2015
Q4 		– Sell
-10,700
Closed -$466K – 456
2015
Q3 		$466K Sell
10,700
-7,298
-41% -$337K 0.34% 46
2015
Q2 		$839K Buy
17,998
+16,998
+1,700% +$832K 0.41% 26
2015
Q1 		$49K Sell
1,000
-13,294
-93% -$642K 0.04% 161
2014
Q4 		$669K Sell
14,294
-46,040
-76% -$2.25M 0.19% 90
2014
Q3 		$3.02M Buy
60,334
+36,896
+157% +$1.83M 0.87% 30
2014
Q2 		$1.15M Buy
23,438
+20,838
+801% +$1.01M 0.39% 46
2014
Q1 		$124K Sell
2,600
-6,900
-73% -$326K 0.07% 126
2013
Q4 		$467K Sell
9,500
-19,300
-67% -$949K 0.08% 114
2013
Q3 		$1.34M Sell
28,800
-10,400
-27% -$508K 0.46% 36
2013
Q2 		$1.97M Buy
+39,200
New +$2M 0.94% 22

Other funds holding VZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Summit Securities Group's VZ Position: Q2 2026 in Review

Summit Securities Group reduced its Verizon (VZ) stake by 67% in Q2 2026, selling an estimated $265K and leaving 2,768 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #356.

Summit Securities Group first reported a position in VZ in Q2 2013 and has held it in 43 quarters since. The position peaked at $3.02M in Q3 2014. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Summit Securities Group held 2,768 shares of Verizon worth $117K as of Q2 2026.
  • Summit Securities Group sold 5,655 Verizon shares in Q2 2026, an estimated $265K.
  • Verizon made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #356 holding.
  • Summit Securities Group first reported a position in Verizon in Q2 2013 and has held it in 43 quarters since.
  • Summit Securities Group's Verizon position peaked at $3.02M in Q3 2014.
  • 1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.