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Essex Financial Services’s Verizon VZ Stock Holding History

Essex Financial Services’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 		$3.53M Buy
70,295
+681
+1% +$31.6K 0.2% 107
2025
Q4 		$2.84M Sell
69,614
-5,156
-7% -$209K 0.16% 129
2025
Q3 		$3.29M Sell
74,770
-19,001
-20% -$823K 0.2% 112
2025
Q2 		$4.06M Buy
93,771
+9,945
+12% +$431K 0.27% 82
2025
Q1 		$3.8M Sell
83,826
-1,123
-1% -$46.8K 0.27% 84
2024
Q4 		$3.4M Sell
84,949
-5,338
-6% -$225K 0.24% 93
2024
Q3 		$3.75M Sell
90,287
-3,318
-4% -$138K 0.27% 85
2024
Q2 		$3.79M Buy
93,605
+28,203
+43% +$1.14M 0.28% 79
2024
Q1 		$2.74M Sell
65,402
-908
-1% -$36.6K 0.25% 87
2023
Q4 		$2.5M Buy
66,310
+3,319
+5% +$117K 0.26% 84
2023
Q3 		$2.04M Buy
62,991
+6,534
+12% +$221K 0.24% 93
2023
Q2 		$2.1M Sell
56,457
-1,136
-2% -$42K 0.24% 88
2023
Q1 		$2.24M Buy
57,593
+797
+1% +$31.4K 0.24% 100
2022
Q4 		$2.24M Buy
56,796
+6,998
+14% +$264K 0.24% 97
2022
Q3 		$1.89M Sell
49,798
-4,289
-8% -$191K 0.23% 103
2022
Q2 		$2.75M Buy
54,087
+599
+1% +$30.3K 0.31% 81
2022
Q1 		$2.73M Buy
53,488
+3,736
+8% +$198K 0.26% 95
2021
Q4 		$2.58M Sell
49,752
-3,475
-7% -$181K 0.26% 88
2021
Q3 		$2.88M Buy
53,227
+322
+0.6% +$17.8K 0.33% 74
2021
Q2 		$3.08M Hold
52,905
– – 0.45% 48
2021
Q1 		$3.08M Buy
52,905
+955
+2% +$53.9K 0.55% 44
2020
Q4 		$3.05M Buy
51,950
+530
+1% +$31.5K 0.6% 41
2020
Q3 		$3.06M Buy
51,420
+5,363
+12% +$312K 0.75% 34
2020
Q2 		$2.54M Sell
46,057
-4,365
-9% -$246K 0.78% 34
2020
Q1 		$2.71M Buy
50,422
+1,699
+3% +$97.2K 0.97% 24
2019
Q4 		$2.99M Buy
48,723
+860
+2% +$51.9K 0.83% 32
2019
Q3 		$2.89M Sell
47,863
-4,536
-9% -$261K 0.93% 28
2019
Q2 		$2.99M Sell
52,399
-3,370
-6% -$194K 0.88% 29
2019
Q1 		$3.3M Buy
55,769
+1,095
+2% +$62K 1% 24
2018
Q4 		$3.07M Sell
54,674
-1,543
-3% -$87.6K 0.94% 25
2018
Q3 		$3M Sell
56,217
-1,242
-2% -$65.7K 0.66% 43
2018
Q2 		$2.89M Buy
57,459
+12
+0% +$581 0.7% 40
2018
Q1 		$2.75M Sell
57,447
-1,852
-3% -$93.1K 0.54% 52
2017
Q4 		$3.14M Sell
59,299
-1,278
-2% -$62.8K 0.75% 40
2017
Q3 		$3M Sell
60,577
-1,576
-3% -$74.2K 0.74% 40
2017
Q2 		$2.78M Sell
62,153
-12,214
-16% -$569K 0.59% 45
2017
Q1 		$3.63M Buy
74,367
+2,554
+4% +$128K 0.83% 32
2016
Q4 		$3.83M Sell
71,813
-1,531
-2% -$76.5K 0.82% 32
2016
Q3 		$3.81M Sell
73,344
-191
-0.3% -$10.3K 0.91% 25
2016
Q2 		$4.11M Sell
73,535
-255
-0.3% -$13.2K 0.99% 20
2016
Q1 		$3.99M Sell
73,790
-2,591
-3% -$130K 0.99% 23
2015
Q4 		$3.53M Buy
76,381
+3,047
+4% +$138K 0.85% 31
2015
Q3 		$3.19M Sell
73,334
-2,029
-3% -$93.6K 0.83% 30
2015
Q2 		$3.51M Buy
75,363
+752
+1% +$36.8K 0.9% 26
2015
Q1 		$3.63M Buy
74,611
+2,436
+3% +$118K 0.93% 22
2014
Q4 		$3.38M Buy
72,175
+3,807
+6% +$186K 0.88% 27
2014
Q3 		$3.42M Sell
68,368
-400
-0.6% -$19.9K 1.02% 18
2014
Q2 		$3.37M Sell
68,768
-2,574
-4% -$125K 1.01% 18
2014
Q1 		$3.39M Buy
71,342
+7,988
+13% +$378K 1.11% 19
2013
Q4 		$3.11M Buy
63,354
+1,285
+2% +$63.2K 1.05% 17
2013
Q3 		$2.9K Sell
62,069
-3,303
-5% -$161K 0.91% 19
2013
Q2 		$3.29M Buy
+65,372
New +$3.34M 1.15% 16

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

Essex Financial Services's VZ Position: Q1 2026 in Review

Essex Financial Services increased its Verizon (VZ) stake by 0.98% in Q1 2026, buying an estimated $31.6K and bringing the position to 70,295 shares worth $3.53M. The position accounts for 0.2% of the portfolio, ranked #107.

Essex Financial Services first reported a position in VZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.11M in Q2 2016. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Essex Financial Services held 70,295 shares of Verizon worth $3.53M as of Q1 2026.
  • Essex Financial Services bought 681 Verizon shares in Q1 2026, an estimated $31.6K.
  • Verizon made up 0.2% of Essex Financial Services's portfolio in Q1 2026, its #107 holding.
  • Essex Financial Services first reported a position in Verizon in Q2 2013 and has held it in 52 quarters since.
  • Essex Financial Services's Verizon position peaked at $4.11M in Q2 2016.
  • 3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.