Schwerin Boyle Capital Management’s Verizon VZ Stock Holding History

Schwerin Boyle 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	$18.7M	Sell	372,614 -26,250	-7%	-$1.22M	2.37%	12
2025 Q4	$16.2M	Sell	398,864 -398	-0.1%	-$16.1K	1.78%	17
2025 Q3	$17.5M	Sell	399,262 -6,063	-1%	-$262K	1.92%	17
2025 Q2	$17.5M	Sell	405,325 -63,750	-14%	-$2.76M	1.96%	15
2025 Q1	$21.3M	Sell	469,075 -13,800	-3%	-$574K	2.19%	13
2024 Q4	$19.3M	Buy	482,875 +700	+0.1%	+$29.5K	1.98%	16
2024 Q3	$21.7M	Sell	482,175 -35,050	-7%	-$1.46M	2.27%	14
2024 Q2	$21.3M	Hold	517,225	–	–	2.24%	16
2024 Q1	$21.7M	Hold	517,225	–	–	2.16%	16
2023 Q4	$19.5M	Buy	517,225 +20,850	+4%	+$738K	2.18%	16
2023 Q3	$16.1M	Buy	496,375 +179,500	+57%	+$6.07M	1.89%	19
2023 Q2	$11.8M	Buy	+316,875	New	+$11.7M	1.11%	27

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

Schwerin Boyle Capital Management's VZ Position: Q1 2026 in Review

Schwerin Boyle Capital Management reduced its Verizon (VZ) stake by 6.6% in Q1 2026, selling an estimated $1.22M and leaving 372,614 shares worth $18.7M. The position accounts for 2.37% of the portfolio, ranked #12.

Schwerin Boyle Capital Management first reported a position in VZ in Q2 2023 and has held it in 12 quarters since. The position peaked at $21.7M in Q1 2024. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Schwerin Boyle Capital Management held 372,614 shares of Verizon worth $18.7M as of Q1 2026.
Schwerin Boyle Capital Management sold 26,250 Verizon shares in Q1 2026, an estimated $1.22M.
Verizon made up 2.37% of Schwerin Boyle Capital Management's portfolio in Q1 2026, its #12 holding.
Schwerin Boyle Capital Management first reported a position in Verizon in Q2 2023 and has held it in 12 quarters since.
Schwerin Boyle Capital Management's Verizon position peaked at $21.7M in Q1 2024.
3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Schwerin Boyle Capital Management's 13F filing for Q1 2026, filed 14 May 2026.