Marshall Investment Management’s Verizon VZ Stock Holding History

Marshall 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 Q1	$3.53M	Buy	70,355 +4,127	+6%	+$191K	1.69%	21
2025 Q4	$2.7M	Buy	66,228 +9,559	+17%	+$388K	1.35%	26
2025 Q3	$2.49M	Buy	+56,669	New	+$2.45M	1.32%	29
2025 Q2	–	Sell	-53,815	Closed	-$2.44M	–	228
2025 Q1	$2.44M	Buy	53,815 +3,337	+7%	+$139K	1.52%	27
2024 Q4	$2.27M	Buy	+50,478	New	+$2.13M	1.34%	30

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

Marshall Investment Management's VZ Position: Q1 2026 in Review

Marshall Investment Management increased its Verizon (VZ) stake by 6.2% in Q1 2026, buying an estimated $191K and bringing the position to 70,355 shares worth $3.53M. The position accounts for 1.69% of the portfolio, ranked #21.

Marshall Investment Management first reported a position in VZ in Q4 2024 and has held it in 5 quarters since. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Marshall Investment Management held 70,355 shares of Verizon worth $3.53M as of Q1 2026.
Marshall Investment Management bought 4,127 Verizon shares in Q1 2026, an estimated $191K.
Verizon made up 1.69% of Marshall Investment Management's portfolio in Q1 2026, its #21 holding.
Marshall Investment Management first reported a position in Verizon in Q4 2024 and has held it in 5 quarters since.
3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.