Position in VZ
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,193,014
-$356,208 QoQ
Shares Held
28,177
-8.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,396
of 3,107 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VZ Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026MONTAG A & ASSOCIATES INC holds $2,125,346 across 8 Telecom Services names. VZ ranks #1 (56.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
This page
|
28,177 | $1,193,014 | |
| 2 | T |
At&T Inc.
|
26,443 | $547,370 | |
| 3 | CMCSA |
Comcast Corp
|
12,108 | $297,251 | |
| 4 | AMX |
America Movil Sab De Cv/
|
1,962 | $50,992 | |
| 5 | TMUS |
T-Mobile US, Inc.
|
75 | $12,579 | |
| 6 | VOD |
Vodafone Group Public Ltd Co
|
793 | $10,491 | |
| 7 | VIV |
Telefonica Brasil S.A.
|
713 | $9,383 | |
| 8 | CHTR |
Charter Communications, Inc. /Mo/
|
30 | $4,266 |
All Filings in VZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,193,014 | 28,177 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,549,222 | 30,861 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,152,129 | 28,287 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,221,018 | 27,782 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,157,818 | 26,758 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,284,595 | 28,320 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,992,181 | 49,817 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,864,898 | 63,792 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,756,687 | 66,845 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,754,715 | 65,651 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,810,044 | 74,537 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,587,290 | 79,830 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,003,536 | 53,873 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,072,603 | 53,294 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,168,930 | 55,049 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,586,744 | 68,126 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $6,006,871 | 118,362 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $6,107,400 | 119,894 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,502,541 | 86,654 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $5,184,581 | 95,993 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $4,811,688 | 85,877 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $4,958,799 | 85,276 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,906,346 | 66,491 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,860,306 | 64,890 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,607,266 | 65,432 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $3,951,519 | 73,544 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||