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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
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 $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

SGL Investment Advisors's VZ Position: Q1 2026 in Review

SGL Investment Advisors increased its Verizon (VZ) stake by 17% in Q1 2026, buying an estimated $64.5K and bringing the position to 9,472 shares worth $447K. The position accounts for 0.17% of the portfolio, ranked #96.

SGL Investment Advisors first reported a position in VZ in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.23M in Q3 2024. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • SGL Investment Advisors held 9,472 shares of Verizon worth $447K as of Q1 2026.
  • SGL Investment Advisors bought 1,391 Verizon shares in Q1 2026, an estimated $64.5K.
  • Verizon made up 0.17% of SGL Investment Advisors's portfolio in Q1 2026, its #96 holding.
  • SGL Investment Advisors first reported a position in Verizon in Q3 2024 and has held it in 7 quarters since.
  • SGL Investment Advisors's Verizon position peaked at $1.23M in Q3 2024.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on SGL Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.