SPC
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Sigma Planning Corp’s Verizon VZ Stock Holding History

Sigma Planning Corp’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 		$9.62M Sell
191,693
-1,816
-0.9% -$84.2K 0.27% 66
2025
Q4 		$7.88M Buy
193,509
+23,449
+14% +$951K 0.22% 87
2025
Q3 		$7.47M Sell
170,060
-16,293
-9% -$705K 0.21% 88
2025
Q2 		$8.06M Sell
186,353
-5,939
-3% -$257K 0.24% 76
2025
Q1 		$8.72M Sell
192,292
-18,660
-9% -$777K 0.28% 65
2024
Q4 		$8.44M Sell
210,952
-28,619
-12% -$1.21M 0.26% 61
2024
Q3 		$10.8M Sell
239,571
-4,845
-2% -$202K 0.33% 52
2024
Q2 		$10.1M Sell
244,416
-3,715
-1% -$150K 0.32% 53
2024
Q1 		$10.4M Buy
248,131
+142,679
+135% +$5.76M 0.33% 54
2023
Q4 		$3.98M Sell
105,452
-141,807
-57% -$5.02M 0.31% 62
2023
Q3 		$8.01M Sell
247,259
-25,281
-9% -$854K 0.3% 60
2023
Q2 		$10.1M Sell
272,540
-24,382
-8% -$902K 0.36% 48
2023
Q1 		$11.5M Buy
296,922
+23,350
+9% +$921K 0.38% 46
2022
Q4 		$10.8M Buy
273,572
+7,000
+3% +$264K 0.39% 46
2022
Q3 		$10.1M Sell
266,572
-7,682
-3% -$342K 0.39% 45
2022
Q2 		$13.9M Buy
274,254
+20,294
+8% +$1.03M 0.48% 33
2022
Q1 		$12.9M Buy
253,960
+5,284
+2% +$280K 0.39% 42
2021
Q4 		$12.9M Buy
248,676
+494
+0.2% +$25.8K 0.36% 49
2021
Q3 		$13.4M Sell
248,182
-5,664
-2% -$313K 0.4% 43
2021
Q2 		$14.2M Buy
253,846
+2,390
+1% +$137K 0.42% 41
2021
Q1 		$14.6M Buy
251,456
+26,221
+12% +$1.48M 0.47% 38
2020
Q4 		$13.2M Buy
225,235
+4,555
+2% +$271K 0.45% 38
2020
Q3 		$13.1M Buy
220,680
+10,703
+5% +$622K 0.52% 28
2020
Q2 		$11.6M Buy
209,977
+21,401
+11% +$1.2M 0.51% 28
2020
Q1 		$10.1M Buy
188,576
+26,879
+17% +$1.54M 0.6% 25
2019
Q4 		$9.93M Buy
161,697
+7,009
+5% +$423K 0.42% 40
2019
Q3 		$9.34M Buy
154,688
+12,950
+9% +$746K 0.45% 39
2019
Q2 		$8.1M Buy
141,738
+1,781
+1% +$103K 0.42% 43
2019
Q1 		$8.28M Buy
139,957
+5,616
+4% +$318K 0.47% 40
2018
Q4 		$7.55M Buy
134,341
+2,841
+2% +$161K 0.55% 33
2018
Q3 		$7.02M Buy
131,500
+1,465
+1% +$77.5K 0.41% 43
2018
Q2 		$6.54M Sell
130,035
-1,604
-1% -$77.6K 0.44% 45
2018
Q1 		$6.29M Sell
131,639
-11,602
-8% -$583K 0.46% 44
2017
Q4 		$7.58M Buy
143,241
+8,860
+7% +$436K 0.58% 32
2017
Q3 		$6.65M Buy
134,381
+13,878
+12% +$653K 0.55% 31
2017
Q2 		$5.38M Buy
120,503
+11,706
+11% +$545K 0.51% 37
2017
Q1 		$5.3M Buy
108,797
+12,576
+13% +$631K 0.51% 41
2016
Q4 		$5.14M Buy
96,221
+2,664
+3% +$133K 0.56% 41
2016
Q3 		$4.86M Buy
93,557
+8,709
+10% +$467K 0.58% 37
2016
Q2 		$4.74M Buy
84,848
+1,665
+2% +$86.4K 0.62% 35
2016
Q1 		$4.5M Buy
83,183
+1,157
+1% +$57.9K 0.62% 31
2015
Q4 		$3.79M Buy
82,026
+4,465
+6% +$203K 0.53% 35
2015
Q3 		$3.38M Buy
77,561
+465
+0.6% +$21.5K 0.53% 31
2015
Q2 		$3.59M Sell
77,096
-7,490
-9% -$367K 0.5% 36
2015
Q1 		$4.11M Buy
84,586
+2,356
+3% +$114K 0.54% 28
2014
Q4 		$3.85M Buy
+82,230
New +$4.02M 0.51% 41

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

Sigma Planning Corp's VZ Position: Q1 2026 in Review

Sigma Planning Corp reduced its Verizon (VZ) stake by 0.94% in Q1 2026, selling an estimated $84.2K and leaving 191,693 shares worth $9.62M. The position accounts for 0.27% of the portfolio, ranked #66.

Sigma Planning Corp first reported a position in VZ in Q4 2014 and has held it in 46 quarters since. The position peaked at $14.6M in Q1 2021. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Sigma Planning Corp held 191,693 shares of Verizon worth $9.62M as of Q1 2026.
  • Sigma Planning Corp sold 1,816 Verizon shares in Q1 2026, an estimated $84.2K.
  • Verizon made up 0.27% of Sigma Planning Corp's portfolio in Q1 2026, its #66 holding.
  • Sigma Planning Corp first reported a position in Verizon in Q4 2014 and has held it in 46 quarters since.
  • Sigma Planning Corp's Verizon position peaked at $14.6M in Q1 2021.
  • 3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.