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Charter Oak Capital Management’s Verizon VZ Stock Holding History

Charter Oak Capital Management’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 		$323K Sell
6,431
-805
-11% -$37.3K 0.03% 155
2025
Q4 		$295K Sell
7,236
-6
-0.1% -$243 0.02% 167
2025
Q3 		$318K Sell
7,242
-420
-5% -$18.2K 0.03% 163
2025
Q2 		$332K Buy
7,662
+696
+10% +$30.1K 0.03% 152
2025
Q1 		$316K Buy
6,966
+104
+2% +$4.33K 0.03% 143
2024
Q4 		$274K Sell
6,862
-586
-8% -$24.7K 0.03% 152
2024
Q3 		$334K Sell
7,448
-457
-6% -$19.1K 0.03% 138
2024
Q2 		$326K Sell
7,905
-995
-11% -$40.1K 0.03% 135
2024
Q1 		$373K Buy
8,900
+4
+0% +$161 0.04% 129
2023
Q4 		$335K Sell
8,896
-999
-10% -$35.3K 0.04% 133
2023
Q3 		$321K Sell
9,895
-721
-7% -$24.4K 0.04% 134
2023
Q2 		$395K Sell
10,616
-1,675
-14% -$62K 0.05% 124
2023
Q1 		$478K Buy
12,291
+145
+1% +$5.72K 0.07% 105
2022
Q4 		$479K Sell
12,146
-244
-2% -$9.19K 0.07% 101
2022
Q3 		$470K Sell
12,390
-2,304
-16% -$103K 0.08% 99
2022
Q2 		$746K Sell
14,694
-61
-0.4% -$3.09K 0.1% 88
2022
Q1 		$752K Sell
14,755
-634
-4% -$33.6K 0.09% 91
2021
Q4 		$800K Sell
15,389
-345
-2% -$18K 0.09% 89
2021
Q3 		$850K Buy
15,734
+40
+0.3% +$2.21K 0.11% 81
2021
Q2 		$879K Sell
15,694
-948
-6% -$54.4K 0.11% 78
2021
Q1 		$968K Buy
16,642
+1,760
+12% +$99.3K 0.14% 72
2020
Q4 		$874K Buy
+14,882
New +$884K 0.13% 74

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

Charter Oak Capital Management's VZ Position: Q1 2026 in Review

Charter Oak Capital Management reduced its Verizon (VZ) stake by 11% in Q1 2026, selling an estimated $37.3K and leaving 6,431 shares worth $323K. The position accounts for 0.03% of the portfolio, ranked #155.

Charter Oak Capital Management first reported a position in VZ in Q4 2020 and has held it in 22 quarters since. The position peaked at $968K in Q1 2021. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Charter Oak Capital Management held 6,431 shares of Verizon worth $323K as of Q1 2026.
  • Charter Oak Capital Management sold 805 Verizon shares in Q1 2026, an estimated $37.3K.
  • Verizon made up 0.03% of Charter Oak Capital Management's portfolio in Q1 2026, its #155 holding.
  • Charter Oak Capital Management first reported a position in Verizon in Q4 2020 and has held it in 22 quarters since.
  • Charter Oak Capital Management's Verizon position peaked at $968K in Q1 2021.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.