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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
Q2 		$3.17M Buy
74,924
+4,569
+6% +$214K 1.32% 24
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Marshall Investment Management's VZ Position: Q2 2026 in Review

Marshall Investment Management increased its Verizon (VZ) stake by 6.5% in Q2 2026, buying an estimated $214K and bringing the position to 74,924 shares worth $3.17M. The position accounts for 1.32% of the portfolio, ranked #24.

Marshall Investment Management first reported a position in VZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.53M in Q1 2026. 3,147 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Marshall Investment Management held 74,924 shares of Verizon worth $3.17M as of Q2 2026.
  • Marshall Investment Management bought 4,569 Verizon shares in Q2 2026, an estimated $214K.
  • Verizon made up 1.32% of Marshall Investment Management's portfolio in Q2 2026, its #24 holding.
  • Marshall Investment Management first reported a position in Verizon in Q4 2024 and has held it in 6 quarters since.
  • Marshall Investment Management's Verizon position peaked at $3.53M in Q1 2026.
  • 3,147 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.