SMA
VZ icon

Sage Mountain Advisors’s Verizon VZ Stock Holding History

Sage Mountain Advisors’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 		– Sell
-19,634
Closed -$800K – 557
2025
Q4 		$800K Sell
19,634
-12,138
-38% -$492K 0.04% 197
2025
Q3 		$1.4M Buy
31,772
+5,754
+22% +$249K 0.08% 125
2025
Q2 		$1.13M Buy
26,018
+7,691
+42% +$333K 0.07% 122
2025
Q1 		$831K Buy
18,327
+3,426
+23% +$143K 0.06% 149
2024
Q4 		$596K Buy
14,901
+1,255
+9% +$52.9K 0.04% 180
2024
Q3 		$613K Buy
13,646
+3,143
+30% +$131K 0.05% 165
2024
Q2 		$433K Sell
10,503
-2,044
-16% -$82.4K 0.04% 196
2024
Q1 		$526K Buy
12,547
+6,540
+109% +$264K 0.05% 152
2023
Q4 		$226K Buy
+6,007
New +$213K 0.03% 244
2023
Q3 		– Sell
-7,567
Closed -$281K – 385
2023
Q2 		$281K Buy
7,567
+1,332
+21% +$49.3K 0.04% 190
2023
Q1 		$242K Buy
6,235
+697
+13% +$27.5K 0.04% 202
2022
Q4 		$218K Buy
+5,538
New +$209K 0.05% 145
2022
Q3 		– Sell
-5,730
Closed -$291K – 407
2022
Q2 		$291K Sell
5,730
-267
-4% -$13.5K 0.05% 345
2022
Q1 		$305K Sell
5,997
-1,915
-24% -$101K 0.05% 381
2021
Q4 		$411K Buy
7,912
+850
+12% +$44.3K 0.05% 357
2021
Q3 		$381K Buy
7,062
+884
+14% +$48.9K 0.05% 309
2021
Q2 		$346K Buy
6,178
+476
+8% +$27.3K 0.06% 293
2021
Q1 		$332K Buy
+5,702
New +$322K 0.07% 216

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

Sage Mountain Advisors's VZ Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Verizon (VZ) in Q1 2026, closing a stake of 19,634 shares — an estimated $800K sold.

Sage Mountain Advisors first reported a position in VZ in Q1 2021 and held it in 18 quarters. The position peaked at $1.4M in Q3 2025. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Verizon position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 19,634 Verizon shares in Q1 2026, an estimated $800K.
  • Sage Mountain Advisors first reported a position in Verizon in Q1 2021 and held it in 18 quarters.
  • Sage Mountain Advisors's Verizon position peaked at $1.4M in Q3 2025.
  • 3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.