Sargent Investment Group’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 | $362K | Buy |
8,557
+103
| +1% | +$4.83K | 0.04% | 194 |
|
|
2026
Q1 | $424K | Buy |
8,454
+1,607
| +23% | +$74.5K | 0.06% | 174 |
|
|
2025
Q4 | $279K | Buy |
+6,847
| New | +$278K | 0.04% | 217 |
|
|
2025
Q3 | – | Sell |
-6,467
| Closed | -$274K | – | 233 |
|
|
2025
Q2 | $274K | Sell |
6,467
-658
| -9% | -$28.5K | 0.04% | 202 |
|
|
2025
Q1 | $323K | Buy |
7,125
+230
| +3% | +$9.57K | 0.05% | 180 |
|
|
2024
Q4 | $263K | Buy |
6,895
+730
| +12% | +$30.8K | 0.04% | 200 |
|
|
2024
Q3 | $277K | Buy |
6,165
+55
| +0.9% | +$2.29K | 0.05% | 177 |
|
|
2024
Q2 | $252K | Buy |
6,110
+115
| +2% | +$4.63K | 0.05% | 182 |
|
|
2024
Q1 | $252K | Buy |
+5,995
| New | +$242K | 0.06% | 174 |
|
|
2023
Q4 | – | Sell |
-7,256
| Closed | -$235K | – | 215 |
|
|
2023
Q3 | $235K | Sell |
7,256
-4,598
| -39% | -$155K | 0.06% | 176 |
|
|
2023
Q2 | $441K | Sell |
11,854
-2,459
| -17% | -$91K | 0.11% | 123 |
|
|
2023
Q1 | $561K | Sell |
14,313
-307
| -2% | -$12.1K | 0.15% | 109 |
|
|
2022
Q4 | $576K | Buy |
14,620
+790
| +6% | +$29.8K | 0.18% | 104 |
|
|
2022
Q3 | $523K | Sell |
13,830
-200
| -1% | -$8.91K | 0.16% | 103 |
|
|
2022
Q2 | $712K | Buy |
14,030
+450
| +3% | +$22.8K | 0.22% | 90 |
|
|
2022
Q1 | $692K | Sell |
13,580
-128
| -0.9% | -$6.78K | 0.17% | 98 |
|
|
2021
Q4 | $712K | Sell |
13,708
-427
| -3% | -$22.3K | 0.16% | 97 |
|
|
2021
Q3 | $763K | Sell |
14,135
-23
| -0.2% | -$1.27K | 0.19% | 93 |
|
|
2021
Q2 | $793K | Sell |
14,158
-6,305
| -31% | -$362K | 0.19% | 87 |
|
|
2021
Q1 | $1.19M | Buy |
20,463
+2,765
| +16% | +$156K | 0.31% | 61 |
|
|
2020
Q4 | $1.04M | Sell |
17,698
-305
| -2% | -$18.1K | 0.33% | 61 |
|
|
2020
Q3 | $1.07M | Buy |
18,003
+4,191
| +30% | +$244K | 0.39% | 53 |
|
|
2020
Q2 | $755K | Buy |
13,812
+1,783
| +15% | +$100K | 0.28% | 67 |
|
|
2020
Q1 | $646K | Buy |
12,029
+6,039
| +101% | +$346K | 0.3% | 63 |
|
|
2019
Q4 | $368K | Buy |
5,990
+311
| +5% | +$18.8K | 0.14% | 111 |
|
|
2019
Q3 | $343K | Buy |
5,679
+244
| +4% | +$14.1K | 0.15% | 106 |
|
|
2019
Q2 | $311K | Buy |
5,435
+650
| +14% | +$37.5K | 0.14% | 117 |
|
|
2019
Q1 | $283K | Buy |
+4,785
| New | +$271K | 0.14% | 113 |
|
Other funds holding VZ
Sargent Investment Group's VZ Position: Q2 2026 in Review
Sargent Investment Group increased its Verizon (VZ) stake by 1.2% in Q2 2026, buying an estimated $4.83K and bringing the position to 8,557 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #194.
Sargent Investment Group first reported a position in VZ in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.19M in Q1 2021. 3,155 funds tracked by Wall St. Rank hold VZ as of Q2 2026.
- Sargent Investment Group held 8,557 shares of Verizon worth $362K as of Q2 2026.
- Sargent Investment Group bought 103 Verizon shares in Q2 2026, an estimated $4.83K.
- Verizon made up 0.04% of Sargent Investment Group's portfolio in Q2 2026, its #194 holding.
- Sargent Investment Group first reported a position in Verizon in Q1 2019 and has held it in 28 quarters since.
- Sargent Investment Group's Verizon position peaked at $1.19M in Q1 2021.
- 3,155 funds tracked by Wall St. Rank held Verizon as of Q2 2026.
Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.