Jackson Grant Investment Advisers’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $191K | Hold |
4,515
| – | – | 0.06% | 126 |
|
|
2026
Q1 | $227K | Buy |
4,515
+275
| +6% | +$12.7K | 0.08% | 108 |
|
|
2025
Q4 | $173K | Buy |
4,240
+340
| +9% | +$13.8K | 0.06% | 127 |
|
|
2025
Q3 | $171K | Buy |
3,900
+845
| +28% | +$36.6K | 0.06% | 126 |
|
|
2025
Q2 | $132K | Buy |
3,055
+19
| +0.6% | +$823 | 0.05% | 132 |
|
|
2025
Q1 | $138K | Buy |
3,036
+21
| +0.7% | +$874 | 0.05% | 128 |
|
|
2024
Q4 | $121K | Sell |
3,015
-1,170
| -28% | -$49.4K | 0.05% | 131 |
|
|
2024
Q3 | $188K | Sell |
4,185
-3,436
| -45% | -$143K | 0.07% | 106 |
|
|
2024
Q2 | $314K | Buy |
7,621
+19
| +0.2% | +$766 | 0.13% | 82 |
|
|
2024
Q1 | $319K | Buy |
7,602
+18
| +0.2% | +$726 | 0.13% | 83 |
|
|
2023
Q4 | $286K | Sell |
7,584
-327
| -4% | -$11.6K | 0.13% | 85 |
|
|
2023
Q3 | $256K | Sell |
7,911
-92
| -1% | -$3.11K | 0.12% | 83 |
|
|
2023
Q2 | $298K | Buy |
8,003
+18
| +0.2% | +$666 | 0.14% | 81 |
|
|
2023
Q1 | $311K | Sell |
7,985
-250
| -3% | -$9.86K | 0.15% | 79 |
|
|
2022
Q4 | $324K | Sell |
8,235
-96
| -1% | -$3.62K | 0.16% | 77 |
|
|
2022
Q3 | $316K | Buy |
8,331
+50
| +0.6% | +$2.23K | 0.17% | 73 |
|
|
2022
Q2 | $420K | Buy |
8,281
+58
| +0.7% | +$2.93K | 0.21% | 65 |
|
|
2022
Q1 | $419K | Buy |
+8,223
| New | +$436K | 0.18% | 69 |
|
|
2021
Q4 | – | Sell |
-8,206
| Closed | -$443K | – | 341 |
|
|
2021
Q3 | $443K | Buy |
8,206
+8
| +0.1% | +$443 | 0.2% | 68 |
|
|
2021
Q2 | $459K | Buy |
8,198
+63
| +0.8% | +$3.62K | 0.2% | 65 |
|
|
2021
Q1 | $473K | Buy |
8,135
+755
| +10% | +$42.6K | 0.22% | 61 |
|
|
2020
Q4 | $434K | Buy |
7,380
+8
| +0.1% | +$475 | 0.22% | 57 |
|
|
2020
Q3 | $439K | Buy |
7,372
+12
| +0.2% | +$697 | 0.26% | 52 |
|
|
2020
Q2 | $406K | Buy |
7,360
+12
| +0.2% | +$675 | 0.26% | 51 |
|
|
2020
Q1 | $395K | Buy |
7,348
+23
| +0.3% | +$1.32K | 0.29% | 50 |
|
|
2019
Q4 | $450K | Buy |
7,325
+23
| +0.3% | +$1.39K | 0.24% | 55 |
|
|
2019
Q3 | $441K | Buy |
7,302
+23
| +0.3% | +$1.32K | 0.25% | 52 |
|
|
2019
Q2 | $416K | Buy |
7,279
+23
| +0.3% | +$1.32K | 0.24% | 55 |
|
|
2019
Q1 | $429K | Buy |
7,256
+38
| +0.5% | +$2.15K | 0.26% | 53 |
|
|
2018
Q4 | $406K | Buy |
7,218
+280
| +4% | +$15.9K | 0.29% | 50 |
|
|
2018
Q3 | $370K | Buy |
6,938
+223
| +3% | +$11.8K | 0.23% | 55 |
|
|
2018
Q2 | $338K | Sell |
6,715
-148
| -2% | -$7.16K | 0.23% | 53 |
|
|
2018
Q1 | $328K | Sell |
6,863
-140
| -2% | -$7.04K | 0.23% | 55 |
|
|
2017
Q4 | $371K | Sell |
7,003
-879
| -11% | -$43.2K | 0.25% | 55 |
|
|
2017
Q3 | $390K | Buy |
7,882
+907
| +13% | +$42.7K | 0.28% | 50 |
|
|
2017
Q2 | $312K | Sell |
6,975
-2,492
| -26% | -$116K | 0.24% | 47 |
|
|
2017
Q1 | $462K | Sell |
9,467
-12,448
| -57% | -$625K | 0.37% | 37 |
|
|
2016
Q4 | $1.17M | Buy |
21,915
+389
| +2% | +$19.4K | 0.99% | 20 |
|
|
2016
Q3 | $1.12M | Buy |
21,526
+982
| +5% | +$52.7K | 0.93% | 22 |
|
|
2016
Q2 | $1.15M | Buy |
20,544
+2,515
| +14% | +$130K | 1.01% | 21 |
|
|
2016
Q1 | $975K | Buy |
18,029
+9,274
| +106% | +$464K | 0.89% | 24 |
|
|
2015
Q4 | $405K | Buy |
+8,755
| New | +$398K | 0.39% | 41 |
|
Other funds holding VZ
SLAM
Jackson Grant Investment Advisers's VZ Position: Q2 2026 in Review
Jackson Grant Investment Advisers held its Verizon (VZ) position steady in Q2 2026 at 4,515 shares worth $191K. The position accounts for 0.06% of the portfolio, ranked #126.
Jackson Grant Investment Advisers first reported a position in VZ in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.17M in Q4 2016. 1,540 funds tracked by Wall St. Rank hold VZ as of Q2 2026.
- Jackson Grant Investment Advisers held 4,515 shares of Verizon worth $191K as of Q2 2026.
- Jackson Grant Investment Advisers left its Verizon share count unchanged in Q2 2026.
- Verizon made up 0.06% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #126 holding.
- Jackson Grant Investment Advisers first reported a position in Verizon in Q4 2015 and has held it in 42 quarters since.
- Jackson Grant Investment Advisers's Verizon position peaked at $1.17M in Q4 2016.
- 1,540 funds tracked by Wall St. Rank held Verizon as of Q2 2026.
Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.