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SGL Investment Advisors’s Verizon VZ Stock Holding History

SGL Investment 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
Q2 		$447K Buy
9,508
+36
+0.4% +$1.69K 0.15% 98
2026
Q1 		$447K Buy
9,472
+1,391
+17% +$64.5K 0.17% 96
2025
Q4 		$381K Sell
8,081
-687
-8% -$27.9K 0.15% 105
2025
Q3 		$346K Sell
8,768
-179
-2% -$7.75K 0.14% 108
2025
Q2 		$385K Buy
8,947
+2,070
+30% +$89.6K 0.18% 88
2025
Q1 		$300K Sell
6,877
-148
-2% -$6.16K 0.15% 93
2024
Q4 		$285K Sell
7,025
-22,990
-77% -$970K 0.14% 87
2024
Q3 		$1.23M Buy
+30,015
New +$1.25M 0.63% 37

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SGL Investment Advisors's VZ Position: Q2 2026 in Review

SGL Investment Advisors increased its Verizon (VZ) stake by 0.38% in Q2 2026, buying an estimated $1.69K and bringing the position to 9,508 shares worth $447K. The position accounts for 0.15% of the portfolio, ranked #98.

SGL Investment Advisors first reported a position in VZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.23M in Q3 2024. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • SGL Investment Advisors held 9,508 shares of Verizon worth $447K as of Q2 2026.
  • SGL Investment Advisors bought 36 Verizon shares in Q2 2026, an estimated $1.69K.
  • Verizon made up 0.15% of SGL Investment Advisors's portfolio in Q2 2026, its #98 holding.
  • SGL Investment Advisors first reported a position in Verizon in Q3 2024 and has held it in 8 quarters since.
  • SGL Investment Advisors's Verizon position peaked at $1.23M in Q3 2024.
  • 3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.