What smart money is saying about Verizon
VZ
No fund has written a full thesis on Verizon in our archive, but 10 fund letters report a position in it, most recently Liontrust Sustainable Future Corporate Bond Fund in September 2026.
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10
Reported positions
1
Bought
0
Sold
13
Letters
Position history
Between Q4 2025 and Q3 2026, 10 fund letters reported a position in Verizon, with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 3 | 1 | 0 | 0 |
| Q2 2026 | 5 | 0 | 0 | 0 |
| Q4 2025 | 2 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 10 positions · 1 move
- September 2026
“The fund has exposure to US telecom issuers, primarily AT&T and Verizon, both of which experienced some spread widening as sentiment towards the sector weakened.”
Verizon - September 2026
“The fund has exposure to US telecom issuers, primarily AT&T and Verizon, both of which experienced some spread widening as sentiment towards the sector weakened.”
Verizon - August 2026
“• Verizon (VZ): added this new issue hybrid security as we viewed the bonds as offering compelling relative value versus comparable high yield issuers while benefiting from the credit profile of a high-quality investment grade issuer. The company benefits from its leading U.S. wireless market position and strong revenue.”
Verizon - June 2026
“Bottom Contributors Verizon Communications shares declined amid large restructuring charges and broader pressure on defensive stocks.”
Verizon - June 2026
“Bottom Contributors Verizon Communications shares declined amid large restructuring charges and broader pressure on defensive stocks.”
Verizon - HoldsFoundation Resource Management, LLC Composite Equity PortfolioJune 2026
“The current size of the US mobile (wireless telecommunications) market is around $336 billion, with FRM holding Verizon, the largest wireless provider, with around 146 million subscribers.”
Verizon - June 2026
“Verizon Communications (VZ), a leading provider of wireless and wired connectivity, was the third-largest detractor.”
Verizon - June 2026
“Verizon Communications (VZ), a leading provider of wireless and wired connectivity, was the third-largest detractor.”
Verizon - December 2025
“Our underweight allocation to and stock selection within the Communication Services sector was the largest detractor from relative performance. Verizon (-5.7%) shares pulled back in the quarter as investors focused on softer wireless service revenue growth and elevated promotional intensity, which pressured margins despite stable subscriber trends.”
Verizon - December 2025
“In the Communication Services sector, Verizon’s stock fell 5.7% in the fourth quarter following earnings results that showed a contraction in the postpaid subscriber base and revenue that fell short of market projections.”
Verizon
Also mentioned · 3
These funds discuss Verizon as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedHorizon KineticsJune 2026
“This is what allowed a company like Netflix, at its peak, to be 35% of downstream internet traffic without paying much, if anything, to broadband providers like Verizon.”
Verizon - June 2026
“Finally, AT&T, T-Mobile and Verizon have agreed in principle to pool spectrum into a direct-to-device joint venture with economics that we think run directly through AST.”
Verizon - MentionedHennessy Focus FundJune 2026
“In May 2026, the U.S. MNO’s competitive response to Starlink became clear with the announcement of an agreement in principle to form a joint venture (JV) between AT&T, T-Mobile and Verizon for satellite services.”
Verizon
Read the letters behind these Verizon positions
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