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
2022 Q3	–	Sell	-10,500	Closed	-$533K	–	1186
2022 Q2	$533K	Sell	10,500 -12,400	-54%	-$627K	0.07%	185
2022 Q1	$1.17M	Buy	22,900 +16,900	+282%	+$895K	0.13%	126
2021 Q4	$312K	Buy	6,000 +5,880	+4,900%	+$307K	0.01%	488
2021 Q3	$648K	Buy	+120	New	+$6.64K	0.05%	348
2017 Q4	–	Sell	-75	Closed	-$371K	–	261
2017 Q3	$371K	Sell	75 -125	-63%	-$5.88K	0.06%	132
2017 Q2	$893K	Buy	+200	New	+$9.32K	0.16%	75
2017 Q1	–	Sell	-200	Closed	-$1.07M	–	405
2016 Q4	$1.07M	Sell	200 -183	-48%	-$9.15K	0.23%	89
2016 Q3	$1.99M	Buy	+383	New	+$20.6K	0.67%	25
2013 Q4	–	Sell	-286	Closed	-$7K	–	596
2013 Q3	$7K	Buy	+286	New	+$14K	﹤0.01%	276

Other funds holding VZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 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. 3,144 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.
3,144 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.