Marathon Capital Management’s Verizon VZ Stock Holding History

Marathon Capital 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	$1.48M	Sell	29,531 -398	-1%	-$18.4K	0.33%	59
2025 Q4	$1.22M	Buy	29,929 +913	+3%	+$37K	0.26%	63
2025 Q3	$1.28M	Buy	29,016 +615	+2%	+$26.6K	0.29%	61
2025 Q2	$1.23M	Sell	28,401 -3,535	-11%	-$153K	0.31%	59
2025 Q1	$1.45M	Buy	31,936 +1,274	+4%	+$53K	0.39%	53
2024 Q4	$1.23M	Sell	30,662 -895	-3%	-$37.8K	0.31%	58
2024 Q3	$1.42M	Buy	31,557 +285	+0.9%	+$11.9K	0.34%	57
2024 Q2	$1.29M	Buy	31,272 +853	+3%	+$34.4K	0.33%	61
2024 Q1	$1.28M	Buy	30,419 +268	+0.9%	+$10.8K	0.3%	61
2023 Q4	$1.14M	Sell	30,151 -2,887	-9%	-$102K	0.29%	70
2023 Q3	$1.07M	Sell	33,038 -815	-2%	-$27.5K	0.27%	70
2023 Q2	$1.26M	Sell	33,853 -9,811	-22%	-$363K	0.31%	65
2023 Q1	$1.7M	Sell	43,664 -168	-0.4%	-$6.63K	0.42%	57
2022 Q4	$1.73M	Buy	43,832 +60	+0.1%	+$2.26K	0.48%	47
2022 Q3	$1.66M	Buy	43,772 +29,148	+199%	+$1.3M	0.47%	46
2022 Q2	$742K	Buy	14,624 +72	+0.5%	+$3.64K	0.24%	71
2022 Q1	$741K	Sell	14,552 -478	-3%	-$25.3K	0.21%	66
2021 Q4	$781K	Buy	15,030 +52	+0.3%	+$2.71K	0.18%	78
2021 Q3	$810K	Sell	14,978 -124	-0.8%	-$6.86K	0.18%	76
2021 Q2	$846K	Buy	15,102 +346	+2%	+$19.9K	0.2%	66
2021 Q1	$858K	Buy	14,756 +542	+4%	+$30.6K	0.23%	63
2020 Q4	$835K	Sell	14,214 -148	-1%	-$8.79K	0.25%	63
2020 Q3	$854K	Buy	14,362 +244	+2%	+$14.2K	0.31%	52
2020 Q2	$778K	Sell	14,118 -14	-0.1%	-$788	0.3%	51
2020 Q1	$759K	Sell	14,132 -103	-0.7%	-$5.89K	0.35%	44
2019 Q4	$874K	Buy	14,235 +10,671	+299%	+$644K	0.3%	55
2019 Q3	$215K	Buy	3,564 +2	+0.1%	+$115	0.09%	93
2019 Q2	$203K	Buy	+3,562	New	+$205K	0.08%	99
2017 Q1	–	Sell	-4,022	Closed	-$214K	–	88
2016 Q4	$214K	Sell	4,022 -90	-2%	-$4.5K	0.1%	68
2016 Q3	$214K	Buy	4,112 +429	+12%	+$23K	0.11%	74
2016 Q2	$206K	Buy	+3,683	New	+$191K	0.11%	68
2015 Q2	–	Sell	-4,200	Closed	-$204K	–	101
2015 Q1	$204K	Buy	+4,200	New	+$203K	0.09%	81

Other funds holding VZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marathon Capital Management's VZ Position: Q1 2026 in Review

Marathon Capital Management reduced its Verizon (VZ) stake by 1.3% in Q1 2026, selling an estimated $18.4K and leaving 29,531 shares worth $1.48M. The position accounts for 0.33% of the portfolio, ranked #59.

Marathon Capital Management first reported a position in VZ in Q1 2015 and has held it in 32 quarters since. The position peaked at $1.73M in Q4 2022. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Marathon Capital Management held 29,531 shares of Verizon worth $1.48M as of Q1 2026.
Marathon Capital Management sold 398 Verizon shares in Q1 2026, an estimated $18.4K.
Verizon made up 0.33% of Marathon Capital Management's portfolio in Q1 2026, its #59 holding.
Marathon Capital Management first reported a position in Verizon in Q1 2015 and has held it in 32 quarters since.
Marathon Capital Management's Verizon position peaked at $1.73M in Q4 2022.
3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Marathon Capital Management's 13F filing for Q1 2026, filed 14 May 2026.