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Marion Wealth Management’s Verizon VZ Stock Holding History

Marion Wealth 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 		$367K Buy
8,665
+778
+10% +$36.5K 0.07% 117
2026
Q1 		$396K Hold
7,887
– – 0.09% 104
2025
Q4 		$312K Buy
7,887
+1,393
+21% +$56.5K 0.07% 113
2025
Q3 		$285K Sell
6,494
-198
-3% -$8.57K 0.07% 111
2025
Q2 		$290K Sell
6,692
-253
-4% -$11K 0.07% 109
2025
Q1 		$315K Hold
6,945
– – 0.08% 104
2024
Q4 		$278K Sell
6,945
-1
-0% -$42 0.07% 114
2024
Q3 		$312K Hold
6,946
– – 0.08% 109
2024
Q2 		$286K Sell
6,946
-3,406
-33% -$137K 0.08% 109
2024
Q1 		$434K Buy
10,352
+861
+9% +$34.7K 0.13% 92
2023
Q4 		$358K Sell
9,491
-2,983
-24% -$106K 0.11% 99
2023
Q3 		$404K Buy
12,474
+5,553
+80% +$188K 0.14% 91
2023
Q2 		$257K Hold
6,921
– – 0.09% 98
2023
Q1 		$269K Buy
6,921
+30
+0.4% +$1.18K 0.1% 94
2022
Q4 		$272K Hold
6,891
– – 0.11% 90
2022
Q3 		$262K Buy
6,891
+784
+13% +$34.9K 0.13% 92
2022
Q2 		$310K Hold
6,107
– – 0.16% 90
2022
Q1 		$311K Hold
6,107
– – 0.15% 85
2021
Q4 		$317K Buy
+6,107
New +$319K 0.15% 88

Other funds holding VZ

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Marion Wealth Management's VZ Position: Q2 2026 in Review

Marion Wealth Management increased its Verizon (VZ) stake by 9.9% in Q2 2026, buying an estimated $36.5K and bringing the position to 8,665 shares worth $367K. The position accounts for 0.07% of the portfolio, ranked #117.

Marion Wealth Management first reported a position in VZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $434K in Q1 2024. 568 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Marion Wealth Management held 8,665 shares of Verizon worth $367K as of Q2 2026.
  • Marion Wealth Management bought 778 Verizon shares in Q2 2026, an estimated $36.5K.
  • Verizon made up 0.07% of Marion Wealth Management's portfolio in Q2 2026, its #117 holding.
  • Marion Wealth Management first reported a position in Verizon in Q4 2021 and has held it in 19 quarters since.
  • Marion Wealth Management's Verizon position peaked at $434K in Q1 2024.
  • 568 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.