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Charter Research & Investment Group’s Verizon VZ Stock Holding History

Charter Research & Investment 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
2026
Q1 		$975K Sell
19,413
-1,400
-7% -$64.9K 0.65% 42
2025
Q4 		$848K Sell
20,813
-500
-2% -$20.3K 0.57% 45
2025
Q3 		$937K Sell
21,313
-68
-0.3% -$2.94K 0.65% 40
2025
Q2 		$925K Sell
21,381
-279
-1% -$12.1K 0.69% 40
2025
Q1 		$982K Hold
21,660
– – 0.75% 38
2024
Q4 		$866K Sell
21,660
-7,100
-25% -$300K 0.66% 37
2024
Q3 		$1.29M Buy
28,760
+130
+0.5% +$5.43K 0.95% 29
2024
Q2 		$1.18M Hold
28,630
– – 0.93% 30
2024
Q1 		$1.2M Hold
28,630
– – 0.95% 31
2023
Q4 		$1.08M Sell
28,630
-987
-3% -$34.9K 0.9% 32
2023
Q3 		$960K Hold
29,617
– – 0.86% 32
2023
Q2 		$1.1M Hold
29,617
– – 0.91% 32
2023
Q1 		$1.15M Buy
29,617
+857
+3% +$33.8K 1.01% 31
2022
Q4 		$1.13M Sell
28,760
-150
-0.5% -$5.65K 1.09% 27
2022
Q3 		$1.1M Sell
28,910
-807
-3% -$35.9K 1.11% 28
2022
Q2 		$1.51M Buy
29,717
+278
+0.9% +$14.1K 1.37% 23
2022
Q1 		$1.5M Sell
29,439
-300
-1% -$15.9K 1.22% 28
2021
Q4 		$1.54M Buy
29,739
+114
+0.4% +$5.95K 1.22% 28
2021
Q3 		$1.6M Buy
29,625
+652
+2% +$36.1K 1.33% 28
2021
Q2 		$1.62M Buy
28,973
+113
+0.4% +$6.49K 1.35% 27
2021
Q1 		$1.68M Hold
28,860
– – 1.47% 27
2020
Q4 		$1.7M Hold
28,860
– – 1.63% 21
2020
Q3 		$1.72M Hold
28,860
– – 1.88% 17
2020
Q2 		$1.59M Buy
28,860
+790
+3% +$44.4K 1.83% 19
2020
Q1 		$1.51M Buy
28,070
+200
+0.7% +$11.4K 1.99% 19
2019
Q4 		$1.71M Buy
27,870
+1,635
+6% +$98.6K 1.74% 20
2019
Q3 		$1.58M Buy
26,235
+2,557
+11% +$147K 1.72% 22
2019
Q2 		$1.35M Sell
23,678
-875
-4% -$50.4K 1.5% 28
2019
Q1 		$1.45M Buy
24,553
+500
+2% +$28.3K 1.61% 22
2018
Q4 		$1.35M Sell
24,053
-125
-0.5% -$7.09K 1.71% 23
2018
Q3 		$1.29M Sell
24,178
-200
-0.8% -$10.6K 1.41% 30
2018
Q2 		$1.23M Sell
24,378
-225
-0.9% -$10.9K 1.41% 33
2018
Q1 		$1.18M Buy
24,603
+1,233
+5% +$62K 1.4% 32
2017
Q4 		$1.24M Buy
+23,370
New +$1.15M 1.39% 33
2016
Q3 		$1.14M Hold
21,935
– – 1.34% 29
2016
Q2 		$1.23M Sell
21,935
-305
-1% -$15.8K 1.4% 29
2016
Q1 		$1.2M Hold
22,240
– – 1.38% 31
2015
Q4 		$1.03M Hold
22,240
– – 1.19% 31
2015
Q3 		$968K Hold
22,240
– – 1.28% 29
2015
Q2 		$1.04M Hold
22,240
– – 1.15% 32
2015
Q1 		$1.08M Hold
22,240
– – 1.2% 29
2014
Q4 		$1.04M Buy
+22,240
New +$1.09M 1.14% 32

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 Research & Investment Group's VZ Position: Q1 2026 in Review

Charter Research & Investment Group reduced its Verizon (VZ) stake by 6.7% in Q1 2026, selling an estimated $64.9K and leaving 19,413 shares worth $975K. The position accounts for 0.65% of the portfolio, ranked #42.

Charter Research & Investment Group first reported a position in VZ in Q4 2014 and has held it in 42 quarters since. The position peaked at $1.72M in Q3 2020. 3,263 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Charter Research & Investment Group held 19,413 shares of Verizon worth $975K as of Q1 2026.
  • Charter Research & Investment Group sold 1,400 Verizon shares in Q1 2026, an estimated $64.9K.
  • Verizon made up 0.65% of Charter Research & Investment Group's portfolio in Q1 2026, its #42 holding.
  • Charter Research & Investment Group first reported a position in Verizon in Q4 2014 and has held it in 42 quarters since.
  • Charter Research & Investment Group's Verizon position peaked at $1.72M in Q3 2020.
  • 3,263 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.