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Athena Investment Management’s Verizon VZ Stock Holding History

Athena Investment 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 		$1.34M Sell
26,676
-160
-0.6% -$7.42K 0.69% 35
2025
Q4 		$1.09M Hold
26,836
– – 0.56% 43
2025
Q3 		$1.18M Buy
26,836
+815
+3% +$35.3K 0.61% 38
2025
Q2 		$1.13M Buy
26,021
+44
+0.2% +$1.91K 0.63% 38
2025
Q1 		$1.18M Buy
25,977
+140
+0.5% +$5.83K 0.71% 33
2024
Q4 		$1.03M Buy
25,837
+105
+0.4% +$4.43K 0.6% 40
2024
Q3 		$1.16M Sell
25,732
-220
-0.8% -$9.18K 0.66% 37
2024
Q2 		$1.07M Sell
25,952
-232
-0.9% -$9.35K 0.65% 37
2024
Q1 		$1.1M Buy
26,184
+758
+3% +$30.6K 0.66% 36
2023
Q4 		$959K Sell
25,426
-753
-3% -$26.6K 0.62% 39
2023
Q3 		$848K Buy
26,179
+2
+0% +$68 0.61% 39
2023
Q2 		$974K Sell
26,177
-125
-0.5% -$4.63K 0.67% 35
2023
Q1 		$1.02M Buy
26,302
+3,314
+14% +$131K 0.74% 32
2022
Q4 		$906K Sell
22,988
-4,357
-16% -$164K 0.66% 38
2022
Q3 		$1.04M Sell
27,345
-162
-0.6% -$7.21K 0.87% 31
2022
Q2 		$1.4M Buy
27,507
+1,440
+6% +$72.8K 1.1% 19
2022
Q1 		$1.33M Buy
+26,067
New +$1.38M 1.03% 19

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

Athena Investment Management's VZ Position: Q1 2026 in Review

Athena Investment Management reduced its Verizon (VZ) stake by 0.6% in Q1 2026, selling an estimated $7.42K and leaving 26,676 shares worth $1.34M. The position accounts for 0.69% of the portfolio, ranked #35.

Athena Investment Management first reported a position in VZ in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.4M in Q2 2022. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Athena Investment Management held 26,676 shares of Verizon worth $1.34M as of Q1 2026.
  • Athena Investment Management sold 160 Verizon shares in Q1 2026, an estimated $7.42K.
  • Verizon made up 0.69% of Athena Investment Management's portfolio in Q1 2026, its #35 holding.
  • Athena Investment Management first reported a position in Verizon in Q1 2022 and has held it in 17 quarters since.
  • Athena Investment Management's Verizon position peaked at $1.4M in Q2 2022.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

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