Essex Investment Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $329K | Sell |
6,546
-6,787
| -51% | -$315K | 0.05% | 184 |
|
|
2025
Q4 | $543K | Hold |
13,333
| – | – | 0.08% | 167 |
|
|
2025
Q3 | $586K | Sell |
13,333
-23
| -0.2% | -$996 | 0.09% | 163 |
|
|
2025
Q2 | $578K | Hold |
13,356
| – | – | 0.11% | 158 |
|
|
2025
Q1 | $606K | Buy |
13,356
+12
| +0.1% | +$500 | 0.13% | 156 |
|
|
2024
Q4 | $534K | Hold |
13,344
| – | – | 0.1% | 158 |
|
|
2024
Q3 | $599K | Sell |
13,344
-177
| -1% | -$7.39K | 0.1% | 158 |
|
|
2024
Q2 | $558K | Sell |
13,521
-3,433
| -20% | -$138K | 0.1% | 163 |
|
|
2024
Q1 | $711K | Sell |
16,954
-773
| -4% | -$31.2K | 0.14% | 157 |
|
|
2023
Q4 | $668K | Sell |
17,727
-2,521
| -12% | -$89.2K | 0.13% | 165 |
|
|
2023
Q3 | $656K | Sell |
20,248
-41
| -0.2% | -$1.39K | 0.11% | 224 |
|
|
2023
Q2 | $755K | Sell |
20,289
-1,564
| -7% | -$57.9K | 0.11% | 235 |
|
|
2023
Q1 | $850K | Hold |
21,853
| – | – | 0.12% | 216 |
|
|
2022
Q4 | $861K | Sell |
21,853
-4,071
| -16% | -$153K | 0.13% | 213 |
|
|
2022
Q3 | $984K | Sell |
25,924
-1,862
| -7% | -$82.9K | 0.16% | 192 |
|
|
2022
Q2 | $1.41M | Sell |
27,786
-2,387
| -8% | -$121K | 0.23% | 128 |
|
|
2022
Q1 | $1.54M | Sell |
30,173
-3
| -0% | -$159 | 0.19% | 171 |
|
|
2021
Q4 | $1.57M | Sell |
30,176
-59
| -0.2% | -$3.08K | 0.18% | 171 |
|
|
2021
Q3 | $1.63M | Buy |
30,235
+1,111
| +4% | +$61.5K | 0.2% | 168 |
|
|
2021
Q2 | $1.63M | Sell |
29,124
-2,771
| -9% | -$159K | 0.19% | 179 |
|
|
2021
Q1 | $1.85M | Sell |
31,895
-24
| -0.1% | -$1.35K | 0.23% | 149 |
|
|
2020
Q4 | $1.88M | Buy |
31,919
+543
| +2% | +$32.3K | 0.23% | 141 |
|
|
2020
Q3 | $1.87M | Sell |
31,376
-745
| -2% | -$43.3K | 0.27% | 119 |
|
|
2020
Q2 | $1.77M | Buy |
32,121
+507
| +2% | +$28.5K | 0.29% | 98 |
|
|
2020
Q1 | $1.7M | Sell |
31,614
-1,806
| -5% | -$103K | 0.34% | 88 |
|
|
2019
Q4 | $2.05M | Buy |
33,420
+1,194
| +4% | +$72K | 0.25% | 132 |
|
|
2019
Q3 | $1.95M | Sell |
32,226
-4,314
| -12% | -$248K | 0.28% | 104 |
|
|
2019
Q2 | $2.09M | Buy |
36,540
+300
| +0.8% | +$17.3K | 0.29% | 110 |
|
|
2019
Q1 | $2.14M | Sell |
36,240
-2,112
| -6% | -$120K | 0.32% | 94 |
|
|
2018
Q4 | $2.16M | Sell |
38,352
-974
| -2% | -$55.3K | 0.34% | 85 |
|
|
2018
Q3 | $2.1M | Buy |
39,326
+295
| +0.8% | +$15.6K | 0.25% | 127 |
|
|
2018
Q2 | $1.96M | Buy |
39,031
+187
| +0.5% | +$9.05K | 0.25% | 117 |
|
|
2018
Q1 | $1.86M | Buy |
38,844
+19
| +0% | +$955 | 0.24% | 122 |
|
|
2017
Q4 | $2.06M | Sell |
38,825
-383
| -1% | -$18.8K | 0.27% | 116 |
|
|
2017
Q3 | $1.94M | Sell |
39,208
-766
| -2% | -$36K | 0.26% | 120 |
|
|
2017
Q2 | $1.78M | Sell |
39,974
-29
| -0.1% | -$1.35K | 0.26% | 129 |
|
|
2017
Q1 | $1.95M | Buy |
40,003
+227
| +0.6% | +$11.4K | 0.31% | 93 |
|
|
2016
Q4 | $2.12M | Sell |
39,776
-40
| -0.1% | -$2K | 0.35% | 74 |
|
|
2016
Q3 | $2.07M | Buy |
39,816
+524
| +1% | +$28.1K | 0.33% | 79 |
|
|
2016
Q2 | $2.19M | Sell |
39,292
-913
| -2% | -$47.4K | 0.37% | 70 |
|
|
2016
Q1 | $2.17M | Sell |
40,205
-1,372
| -3% | -$68.6K | 0.37% | 62 |
|
|
2015
Q4 | $1.92M | Sell |
41,577
-443
| -1% | -$20.1K | 0.3% | 75 |
|
|
2015
Q3 | $1.83M | Sell |
42,020
-594
| -1% | -$27.4K | 0.3% | 74 |
|
|
2015
Q2 | $1.99M | Hold |
42,614
| – | – | 0.3% | 85 |
|
|
2015
Q1 | $2.07M | Sell |
42,614
-165
| -0.4% | -$7.96K | 0.29% | 88 |
|
|
2014
Q4 | $2M | Hold |
42,779
| – | – | 0.29% | 90 |
|
|
2014
Q3 | $2.14M | Hold |
42,779
| – | – | 0.33% | 86 |
|
|
2014
Q2 | $2.09M | Buy |
42,779
+2,360
| +6% | +$114K | 0.31% | 102 |
|
|
2014
Q1 | $1.92M | Buy |
40,419
+669
| +2% | +$31.6K | 0.28% | 122 |
|
|
2013
Q4 | $1.95M | Hold |
39,750
| – | – | 0.28% | 106 |
|
|
2013
Q3 | $1.85M | Buy |
39,750
+713
| +2% | +$34.8K | 0.28% | 100 |
|
|
2013
Q2 | $1.97M | Buy |
+39,037
| New | +$1.99M | 0.35% | 91 |
|
Other funds holding VZ
VCM
VPM
Essex Investment Management's VZ Position: Q1 2026 in Review
Essex Investment Management reduced its Verizon (VZ) stake by 51% in Q1 2026, selling an estimated $315K and leaving 6,546 shares worth $329K. The position accounts for 0.05% of the portfolio, ranked #184.
Essex Investment Management first reported a position in VZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.19M in Q2 2016. 3,270 funds tracked by Wall St. Rank hold VZ as of Q1 2026.
- Essex Investment Management held 6,546 shares of Verizon worth $329K as of Q1 2026.
- Essex Investment Management sold 6,787 Verizon shares in Q1 2026, an estimated $315K.
- Verizon made up 0.05% of Essex Investment Management's portfolio in Q1 2026, its #184 holding.
- Essex Investment Management first reported a position in Verizon in Q2 2013 and has held it in 52 quarters since.
- Essex Investment Management's Verizon position peaked at $2.19M in Q2 2016.
- 3,270 funds tracked by Wall St. Rank held Verizon as of Q1 2026.
Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.