Excalibur 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
Q1 | $5.23M | Sell |
104,134
-1,369
| -1% | -$63.4K | 1.88% | 10 |
|
|
2025
Q4 | $4.3M | Buy |
105,503
+4,997
| +5% | +$203K | 1.55% | 12 |
|
|
2025
Q3 | $4.42M | Buy |
100,506
+741
| +0.7% | +$32.1K | 1.6% | 9 |
|
|
2025
Q2 | $4.32M | Sell |
99,765
-489
| -0.5% | -$21.2K | 1.62% | 10 |
|
|
2025
Q1 | $4.55M | Buy |
100,254
+458
| +0.5% | +$19.1K | 1.79% | 9 |
|
|
2024
Q4 | $3.99M | Sell |
99,796
-1,536
| -2% | -$64.8K | 1.59% | 12 |
|
|
2024
Q3 | $4.55M | Buy |
101,332
+426
| +0.4% | +$17.8K | 1.74% | 10 |
|
|
2024
Q2 | $4.16M | Buy |
100,906
+3,630
| +4% | +$146K | 1.7% | 11 |
|
|
2024
Q1 | $4.08M | Buy |
97,276
+3,111
| +3% | +$125K | 1.73% | 11 |
|
|
2023
Q4 | $3.55M | Sell |
94,165
-679
| -0.7% | -$24K | 1.67% | 10 |
|
|
2023
Q3 | $3.07M | Buy |
94,844
+1,412
| +2% | +$47.7K | 1.6% | 11 |
|
|
2023
Q2 | $3.47M | Sell |
93,432
-9,361
| -9% | -$346K | 1.77% | 10 |
|
|
2023
Q1 | $4M | Sell |
102,793
-1,237
| -1% | -$48.8K | 2.07% | 10 |
|
|
2022
Q4 | $4.1M | Sell |
104,030
-9,034
| -8% | -$340K | 2.14% | 11 |
|
|
2022
Q3 | $4.29M | Buy |
113,064
+1,382
| +1% | +$61.5K | 2.4% | 8 |
|
|
2022
Q2 | $5.67M | Sell |
111,682
-3,673
| -3% | -$186K | 2.95% | 7 |
|
|
2022
Q1 | $5.88M | Buy |
115,355
+2,536
| +2% | +$134K | 2.55% | 7 |
|
|
2021
Q4 | $5.86M | Sell |
112,819
-10,503
| -9% | -$548K | 2.37% | 9 |
|
|
2021
Q3 | $6.66M | Buy |
123,322
+3,609
| +3% | +$200K | 2.92% | 7 |
|
|
2021
Q2 | $6.71M | Buy |
119,713
+3,934
| +3% | +$226K | 3.04% | 6 |
|
|
2021
Q1 | $6.73M | Buy |
115,779
+4,690
| +4% | +$265K | 3.32% | 6 |
|
|
2020
Q4 | $6.53M | Buy |
111,089
+1,014
| +0.9% | +$60.2K | 3.51% | 4 |
|
|
2020
Q3 | $6.55M | Sell |
110,075
-4,772
| -4% | -$277K | 3.97% | 4 |
|
|
2020
Q2 | $6.33M | Buy |
114,847
+4,128
| +4% | +$232K | 4.22% | 5 |
|
|
2020
Q1 | $5.95M | Buy |
110,719
+4,761
| +4% | +$272K | 4.59% | 4 |
|
|
2019
Q4 | $6.51M | Buy |
105,958
+10,614
| +11% | +$640K | 4.25% | 4 |
|
|
2019
Q3 | $5.75M | Buy |
95,344
+839
| +0.9% | +$48.3K | 5.17% | 3 |
|
|
2019
Q2 | $5.4M | Buy |
94,505
+450
| +0.5% | +$25.9K | 4.98% | 4 |
|
|
2019
Q1 | $5.56M | Buy |
94,055
+5,085
| +6% | +$288K | 5.24% | 4 |
|
|
2018
Q4 | $5M | Sell |
88,970
-39,377
| -31% | -$2.23M | 5.05% | 5 |
|
|
2018
Q3 | $6.85M | Sell |
128,347
-19,090
| -13% | -$1.01M | 5.85% | 3 |
|
|
2018
Q2 | $7.42M | Buy |
147,437
+6,714
| +5% | +$325K | 5.9% | 2 |
|
|
2018
Q1 | $6.73M | Sell |
140,723
-689
| -0.5% | -$34.6K | 5.47% | 3 |
|
|
2017
Q4 | $7.49M | Sell |
141,412
-1,955
| -1% | -$96.1K | 6.29% | 3 |
|
|
2017
Q3 | $7.09M | Buy |
143,367
+2,580
| +2% | +$121K | 6.03% | 3 |
|
|
2017
Q2 | $6.29M | Buy |
140,787
+16,811
| +14% | +$783K | 5.63% | 4 |
|
|
2017
Q1 | $6.04M | Buy |
123,976
+6,723
| +6% | +$337K | 5.38% | 5 |
|
|
2016
Q4 | $6.26M | Sell |
117,253
-3,508
| -3% | -$175K | 5.7% | 3 |
|
|
2016
Q3 | $6.28M | Sell |
120,761
-16,595
| -12% | -$891K | 5.96% | 3 |
|
|
2016
Q2 | $7.67M | Sell |
137,356
-1,590
| -1% | -$82.5K | 6.59% | 4 |
|
|
2016
Q1 | $7.51M | Sell |
138,946
-17,988
| -11% | -$900K | 6.73% | 3 |
|
|
2015
Q4 | $7.25M | Sell |
156,934
-1,073
| -0.7% | -$48.7K | 6.75% | 3 |
|
|
2015
Q3 | $6.88M | Buy |
158,007
+66
| +0% | +$3.04K | 6.88% | 3 |
|
|
2015
Q2 | $7.36M | Buy |
157,941
+251
| +0.2% | +$12.3K | 6.89% | 3 |
|
|
2015
Q1 | $7.67M | Sell |
157,690
-13,874
| -8% | -$670K | 7.42% | 2 |
|
|
2014
Q4 | $8.03M | Buy |
171,564
+3,877
| +2% | +$190K | 8.09% | 3 |
|
|
2014
Q3 | $8.38M | Hold |
167,687
| – | – | 8.62% | 2 |
|
|
2014
Q2 | $8.21M | Buy |
167,687
+1,748
| +1% | +$84.7K | 8.56% | 3 |
|
|
2014
Q1 | $7.89M | Buy |
165,939
+4,397
| +3% | +$208K | 8.65% | 3 |
|
|
2013
Q4 | $7.94M | Buy |
161,542
+1,010
| +0.6% | +$49.7K | 8.66% | 3 |
|
|
2013
Q3 | $7.49M | Buy |
160,532
+2,285
| +1% | +$112K | 8.8% | 3 |
|
|
2013
Q2 | $7.97M | Buy |
+158,247
| New | +$8.08M | 9.89% | 1 |
|
Other funds holding VZ
VCM
VPM
Excalibur Management's VZ Position: Q1 2026 in Review
Excalibur Management reduced its Verizon (VZ) stake by 1.3% in Q1 2026, selling an estimated $63.4K and leaving 104,134 shares worth $5.23M. The position accounts for 1.88% of the portfolio, ranked #10.
Excalibur Management first reported a position in VZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.38M in Q3 2014. 3,261 funds tracked by Wall St. Rank hold VZ as of Q1 2026.
- Excalibur Management held 104,134 shares of Verizon worth $5.23M as of Q1 2026.
- Excalibur Management sold 1,369 Verizon shares in Q1 2026, an estimated $63.4K.
- Verizon made up 1.88% of Excalibur Management's portfolio in Q1 2026, its #10 holding.
- Excalibur Management first reported a position in Verizon in Q2 2013 and has held it in 52 quarters since.
- Excalibur Management's Verizon position peaked at $8.38M in Q3 2014.
- 3,261 funds tracked by Wall St. Rank held Verizon as of Q1 2026.
Based on Excalibur Management's 13F filing for Q1 2026, filed 5 May 2026.