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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Securities Group's VZ Position: Q1 2026 in Review

Summit Securities Group reduced its Verizon (VZ) stake by 51% in Q1 2026, selling an estimated $414K and leaving 8,423 shares worth $423K. The position accounts for 0.05% of the portfolio, ranked #157.

Summit Securities Group first reported a position in VZ in Q2 2013 and has held it in 42 quarters since. The position peaked at $3.02M in Q3 2014. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Summit Securities Group held 8,423 shares of Verizon worth $423K as of Q1 2026.
Summit Securities Group sold 8,925 Verizon shares in Q1 2026, an estimated $414K.
Verizon made up 0.05% of Summit Securities Group's portfolio in Q1 2026, its #157 holding.
Summit Securities Group first reported a position in Verizon in Q2 2013 and has held it in 42 quarters since.
Summit Securities Group's Verizon position peaked at $3.02M in Q3 2014.
3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.