Evergreen Capital Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.84M | Sell |
43,355
-7,958
| -16% | -$373K | 0.03% | 355 |
|
|
2026
Q1 | $2.58M | Buy |
51,313
+16,077
| +46% | +$745K | 0.06% | 285 |
|
|
2025
Q4 | $1.44M | Sell |
35,236
-18,129
| -34% | -$735K | 0.03% | 376 |
|
|
2025
Q3 | $2.35M | Buy |
53,365
+5,057
| +10% | +$219K | 0.06% | 261 |
|
|
2025
Q2 | $2.09M | Buy |
48,308
+8,253
| +21% | +$357K | 0.06% | 256 |
|
|
2025
Q1 | $1.82M | Buy |
40,055
+13,413
| +50% | +$558K | 0.06% | 265 |
|
|
2024
Q4 | $1.07M | Buy |
26,642
+2,300
| +9% | +$97K | 0.03% | 327 |
|
|
2024
Q3 | $1.09M | Buy |
24,342
+1,220
| +5% | +$50.9K | 0.04% | 319 |
|
|
2024
Q2 | $954K | Buy |
23,122
+1,918
| +9% | +$77.3K | 0.03% | 316 |
|
|
2024
Q1 | $890K | Buy |
21,204
+1,086
| +5% | +$43.8K | 0.03% | 308 |
|
|
2023
Q4 | $758K | Sell |
20,118
-20,950
| -51% | -$741K | 0.03% | 327 |
|
|
2023
Q3 | $1.33M | Buy |
41,068
+3,079
| +8% | +$104K | 0.06% | 259 |
|
|
2023
Q2 | $1.41M | Buy |
37,989
+14,197
| +60% | +$525K | 0.06% | 246 |
|
|
2023
Q1 | $925K | Buy |
23,792
+2,391
| +11% | +$94.3K | 0.04% | 284 |
|
|
2022
Q4 | $843K | Sell |
21,401
-8,093
| -27% | -$305K | 0.04% | 299 |
|
|
2022
Q3 | $1.12M | Buy |
29,494
+10,278
| +53% | +$458K | 0.06% | 253 |
|
|
2022
Q2 | $975K | Sell |
19,216
-5,672
| -23% | -$287K | 0.05% | 252 |
|
|
2022
Q1 | $1.27M | Buy |
24,888
+2,140
| +9% | +$113K | 0.05% | 259 |
|
|
2021
Q4 | $1.18M | Sell |
22,748
-37,260
| -62% | -$1.94M | 0.05% | 266 |
|
|
2021
Q3 | $3.24M | Buy |
60,008
+7,515
| +14% | +$416K | 0.15% | 159 |
|
|
2021
Q2 | $2.94M | Sell |
52,493
-102,248
| -66% | -$5.87M | 0.14% | 163 |
|
|
2021
Q1 | $9M | Buy |
154,741
+59,656
| +63% | +$3.37M | 0.46% | 56 |
|
|
2020
Q4 | $5.59M | Sell |
95,085
-15,943
| -14% | -$947K | 0.33% | 81 |
|
|
2020
Q3 | $6.61M | Buy |
111,028
+1,654
| +2% | +$96.1K | 0.46% | 55 |
|
|
2020
Q2 | $6.03M | Buy |
109,374
+9,705
| +10% | +$546K | 0.46% | 57 |
|
|
2020
Q1 | $5.36M | Buy |
99,669
+72,420
| +266% | +$4.14M | 0.5% | 54 |
|
|
2019
Q4 | $1.67M | Buy |
27,249
+7,533
| +38% | +$454K | 0.14% | 136 |
|
|
2019
Q3 | $1.19M | Sell |
19,716
-1,428
| -7% | -$82.2K | 0.11% | 148 |
|
|
2019
Q2 | $1.21M | Buy |
21,144
+1,137
| +6% | +$65.5K | 0.12% | 145 |
|
|
2019
Q1 | $1.18M | Buy |
20,007
+1,087
| +6% | +$61.6K | 0.12% | 141 |
|
|
2018
Q4 | $1.06M | Buy |
18,920
+1,784
| +10% | +$101K | 0.11% | 146 |
|
|
2018
Q3 | $915K | Buy |
17,136
+119
| +0.7% | +$6.3K | 0.08% | 166 |
|
|
2018
Q2 | $856K | Sell |
17,017
-1,796
| -10% | -$86.9K | 0.08% | 166 |
|
|
2018
Q1 | $900K | Sell |
18,813
-33,483
| -64% | -$1.68M | 0.09% | 150 |
|
|
2017
Q4 | $2.77M | Sell |
52,296
-14,380
| -22% | -$707K | 0.28% | 86 |
|
|
2017
Q3 | $3.3M | Buy |
66,676
+8,774
| +15% | +$413K | 0.39% | 71 |
|
|
2017
Q2 | $2.59M | Buy |
57,902
+3,250
| +6% | +$151K | 0.42% | 68 |
|
|
2017
Q1 | $2.66M | Sell |
54,652
-5,080
| -9% | -$255K | 0.55% | 54 |
|
|
2016
Q4 | $3.19M | Buy |
59,732
+1,420
| +2% | +$71K | 0.62% | 50 |
|
|
2016
Q3 | $3.03M | Buy |
58,312
+552
| +1% | +$29.6K | 0.6% | 50 |
|
|
2016
Q2 | $3.23M | Sell |
57,760
-981
| -2% | -$50.9K | 0.7% | 44 |
|
|
2016
Q1 | $3.18M | Sell |
58,741
-312
| -0.5% | -$15.6K | 0.73% | 40 |
|
|
2015
Q4 | $2.73M | Sell |
59,053
-1,579
| -3% | -$71.7K | 0.65% | 45 |
|
|
2015
Q3 | $2.64M | Buy |
60,632
+1,692
| +3% | +$78.1K | 0.68% | 48 |
|
|
2015
Q2 | $2.75M | Sell |
58,940
-27,424
| -32% | -$1.34M | 0.67% | 56 |
|
|
2015
Q1 | $4.2M | Buy |
86,364
+1,513
| +2% | +$73K | 0.93% | 37 |
|
|
2014
Q4 | $4.24M | Sell |
84,851
-1,550
| -2% | -$75.8K | 0.84% | 41 |
|
|
2014
Q3 | $4.32M | Buy |
86,401
+1,775
| +2% | +$88.2K | 0.84% | 40 |
|
|
2014
Q2 | $4.14M | Sell |
84,626
-1,450
| -2% | -$70.2K | 0.82% | 43 |
|
|
2014
Q1 | $4.09M | Buy |
86,076
+76,657
| +814% | +$3.63M | 0.82% | 41 |
|
|
2013
Q4 | $463K | Sell |
9,419
-525
| -5% | -$25.8K | 0.08% | 86 |
|
|
2013
Q3 | $464K | Sell |
9,944
-366
| -4% | -$17.9K | 0.07% | 100 |
|
|
2013
Q2 | $519K | Buy |
+10,310
| New | +$526K | 0.08% | 100 |
|
Other funds holding VZ
LMFP
CRM
CAI
Evergreen Capital Management's VZ Position: Q2 2026 in Review
Evergreen Capital Management reduced its Verizon (VZ) stake by 16% in Q2 2026, selling an estimated $373K and leaving 43,355 shares worth $1.84M. The position accounts for 0.03% of the portfolio, ranked #355.
Evergreen Capital Management first reported a position in VZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $9M in Q1 2021. 1,049 funds tracked by Wall St. Rank hold VZ as of Q2 2026.
- Evergreen Capital Management held 43,355 shares of Verizon worth $1.84M as of Q2 2026.
- Evergreen Capital Management sold 7,958 Verizon shares in Q2 2026, an estimated $373K.
- Verizon made up 0.03% of Evergreen Capital Management's portfolio in Q2 2026, its #355 holding.
- Evergreen Capital Management first reported a position in Verizon in Q2 2013 and has held it in 53 quarters since.
- Evergreen Capital Management's Verizon position peaked at $9M in Q1 2021.
- 1,049 funds tracked by Wall St. Rank held Verizon as of Q2 2026.
Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.