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Summit Wealth Partners’s Verizon VZ Stock Holding History

Summit Wealth Partners’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 		$527K Buy
10,500
+2,952
+39% +$137K 0.08% 158
2025
Q4 		$307K Sell
7,548
-113
-1% -$4.58K 0.06% 165
2025
Q3 		$337K Buy
7,661
+33
+0.4% +$1.43K 0.06% 172
2025
Q2 		$330K Buy
7,628
+31
+0.4% +$1.34K 0.06% 172
2025
Q1 		$345K Buy
7,597
+184
+2% +$7.66K 0.07% 160
2024
Q4 		$296K Sell
7,413
-397
-5% -$16.7K 0.06% 166
2024
Q3 		$351K Buy
7,810
+31
+0.4% +$1.29K 0.07% 176
2024
Q2 		$321K Sell
7,779
-688
-8% -$27.7K 0.07% 172
2024
Q1 		$355K Buy
8,467
+3
+0% +$121 0.08% 156
2023
Q4 		$319K Buy
8,464
+114
+1% +$4.03K 0.07% 153
2023
Q3 		$271K Buy
8,350
+761
+10% +$25.7K 0.07% 157
2023
Q2 		$282K Buy
7,589
+660
+10% +$24.4K 0.07% 151
2023
Q1 		$269K Buy
6,929
+1,323
+24% +$52.2K 0.07% 158
2022
Q4 		$221K Buy
5,606
+324
+6% +$12.2K 0.06% 163
2022
Q3 		$201K Buy
5,282
+164
+3% +$7.3K 0.06% 155
2022
Q2 		$260K Sell
5,118
-837
-14% -$42.3K 0.07% 134
2022
Q1 		$303K Buy
5,955
+20
+0.3% +$1.06K 0.07% 127
2021
Q4 		$308K Sell
5,935
-1,780
-23% -$92.9K 0.07% 126
2021
Q3 		$417K Sell
7,715
-3,720
-33% -$206K 0.1% 100
2021
Q2 		$641K Buy
11,435
+17
+0.1% +$976 0.15% 80
2021
Q1 		$664K Buy
11,418
+4,016
+54% +$227K 0.17% 76
2020
Q4 		$435K Buy
7,402
+1,117
+18% +$66.3K 0.12% 92
2020
Q3 		$374K Buy
6,285
+517
+9% +$30K 0.11% 106
2020
Q2 		$318K Buy
5,768
+17
+0.3% +$956 0.1% 108
2020
Q1 		$309K Buy
5,751
+16
+0.3% +$915 0.13% 81
2019
Q4 		$352K Buy
+5,735
New +$346K 0.12% 83

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 Wealth Partners's VZ Position: Q1 2026 in Review

Summit Wealth Partners increased its Verizon (VZ) stake by 39% in Q1 2026, buying an estimated $137K and bringing the position to 10,500 shares worth $527K. The position accounts for 0.08% of the portfolio, ranked #158.

Summit Wealth Partners first reported a position in VZ in Q4 2019 and has held it in 26 quarters since. The position peaked at $664K in Q1 2021. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Summit Wealth Partners held 10,500 shares of Verizon worth $527K as of Q1 2026.
  • Summit Wealth Partners bought 2,952 Verizon shares in Q1 2026, an estimated $137K.
  • Verizon made up 0.08% of Summit Wealth Partners's portfolio in Q1 2026, its #158 holding.
  • Summit Wealth Partners first reported a position in Verizon in Q4 2019 and has held it in 26 quarters since.
  • Summit Wealth Partners's Verizon position peaked at $664K in Q1 2021.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Summit Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.