Sweeney & Michel
VZ icon

Sweeney & Michel’s Verizon VZ Stock Holding History

Sweeney & Michel’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
Q3 		$1.45M Sell
31,598
-1,042
-3% -$49K 0.39% 43
2026
Q2 		$1.54M Sell
32,640
-3,737
-10% -$175K 0.4% 42
2026
Q1 		$1.65M Sell
36,377
-500
-1% -$23.2K 0.49% 38
2025
Q4 		$1.81M Sell
36,877
-59,989
-62% -$2.43M 0.53% 36
2025
Q3 		$3.86M Sell
96,866
-833
-0.9% -$36.1K 1.3% 19
2025
Q2 		$4.07M Sell
97,699
-1,043
-1% -$45.2K 1.44% 20
2025
Q1 		$4.16M Buy
+98,742
New +$4.11M 1.82% 17
2024
Q3 		$4.23M Sell
96,167
-3,669
-4% -$153K 1.67% 18
2024
Q2 		$4.12M Sell
99,836
-4,490
-4% -$181K 1.76% 18
2024
Q1 		$4.22M Buy
+104,326
New +$4.21M 1.87% 18
2023
Q3 		$3.62M Sell
101,079
-293
-0.3% -$9.9K 1.89% 16
2023
Q2 		$3.3M Sell
101,372
-999
-1% -$37K 1.7% 15
2023
Q1 		$3.55M Buy
+102,371
New +$4.04M 1.89% 13

Other funds holding VZ

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Sweeney & Michel's VZ Position: Q3 2026 in Review

Sweeney & Michel reduced its Verizon (VZ) stake by 3.2% in Q3 2026, selling an estimated $49K and leaving 31,598 shares worth $1.45M. The position accounts for 0.39% of the portfolio, ranked #43.

Sweeney & Michel first reported a position in VZ in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.23M in Q3 2024. 1,002 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Sweeney & Michel held 31,598 shares of Verizon worth $1.45M as of Q3 2026.
  • Sweeney & Michel sold 1,042 Verizon shares in Q3 2026, an estimated $49K.
  • Verizon made up 0.39% of Sweeney & Michel's portfolio in Q3 2026, its #43 holding.
  • Sweeney & Michel first reported a position in Verizon in Q1 2023 and has held it in 13 quarters since.
  • Sweeney & Michel's Verizon position peaked at $4.23M in Q3 2024.
  • 1,002 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.