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Sargent Investment Group’s Verizon VZ Stock Holding History

Sargent Investment Group’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 		$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

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

Sargent Investment Group's VZ Position: Q1 2026 in Review

Sargent Investment Group increased its Verizon (VZ) stake by 23% in Q1 2026, buying an estimated $74.5K and bringing the position to 8,454 shares worth $424K. The position accounts for 0.06% of the portfolio, ranked #174.

Sargent Investment Group first reported a position in VZ in Q1 2019 and has held it in 27 quarters since. The position peaked at $1.19M in Q1 2021. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Sargent Investment Group held 8,454 shares of Verizon worth $424K as of Q1 2026.
  • Sargent Investment Group bought 1,607 Verizon shares in Q1 2026, an estimated $74.5K.
  • Verizon made up 0.06% of Sargent Investment Group's portfolio in Q1 2026, its #174 holding.
  • Sargent Investment Group first reported a position in Verizon in Q1 2019 and has held it in 27 quarters since.
  • Sargent Investment Group's Verizon position peaked at $1.19M in Q1 2021.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.