Jacobsen Capital Management’s Verizon VZ Stock Holding History

Jacobsen 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	$402K	Buy	8,003 +490	+7%	+$22.7K	0.14%	67
2025 Q4	$306K	Sell	7,513 -983	-12%	-$39.9K	0.1%	81
2025 Q3	$373K	Buy	8,496 +159	+2%	+$6.88K	0.13%	73
2025 Q2	$361K	Buy	8,337 +784	+10%	+$34K	0.13%	63
2025 Q1	$343K	Buy	7,553 +185	+3%	+$7.7K	0.15%	61
2024 Q4	$295K	Buy	7,368 +17	+0.2%	+$717	0.13%	67
2024 Q3	$330K	Buy	7,351 +36	+0.5%	+$1.5K	0.14%	58
2024 Q2	$302K	Sell	7,315 -110	-1%	-$4.43K	0.13%	61
2024 Q1	$312K	Buy	7,425 +320	+5%	+$12.9K	0.14%	60
2023 Q4	$268K	Buy	+7,105	New	+$251K	0.14%	63
2023 Q3	–	Sell	-6,413	Closed	-$238K	–	78
2023 Q2	$238K	Buy	+6,413	New	+$237K	0.12%	65

Other funds holding VZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jacobsen Capital Management's VZ Position: Q1 2026 in Review

Jacobsen Capital Management increased its Verizon (VZ) stake by 6.5% in Q1 2026, buying an estimated $22.7K and bringing the position to 8,003 shares worth $402K. The position accounts for 0.14% of the portfolio, ranked #67.

Jacobsen Capital Management first reported a position in VZ in Q2 2023 and has held it in 11 quarters since. 3,259 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Jacobsen Capital Management held 8,003 shares of Verizon worth $402K as of Q1 2026.
Jacobsen Capital Management bought 490 Verizon shares in Q1 2026, an estimated $22.7K.
Verizon made up 0.14% of Jacobsen Capital Management's portfolio in Q1 2026, its #67 holding.
Jacobsen Capital Management first reported a position in Verizon in Q2 2023 and has held it in 11 quarters since.
3,259 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

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