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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
Q2 		$900K Sell
21,246
-5,430
-20% -$255K 0.53% 47
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 $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 $3.37T AUM 44.26% 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

Athena Investment Management's VZ Position: Q2 2026 in Review

Athena Investment Management reduced its Verizon (VZ) stake by 20% in Q2 2026, selling an estimated $255K and leaving 21,246 shares worth $900K. The position accounts for 0.53% of the portfolio, ranked #47.

Athena Investment Management first reported a position in VZ in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.4M in Q2 2022. 3,153 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Athena Investment Management held 21,246 shares of Verizon worth $900K as of Q2 2026.
  • Athena Investment Management sold 5,430 Verizon shares in Q2 2026, an estimated $255K.
  • Verizon made up 0.53% of Athena Investment Management's portfolio in Q2 2026, its #47 holding.
  • Athena Investment Management first reported a position in Verizon in Q1 2022 and has held it in 18 quarters since.
  • Athena Investment Management's Verizon position peaked at $1.4M in Q2 2022.
  • 3,153 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.