Orca Investment 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
$965K Sell
19,233
-405
-2% -$18.8K 0.82% 33
2025
Q4
$800K Sell
19,638
-1,251
-6% -$50.7K 0.63% 39
2025
Q3
$918K Sell
20,889
-23,169
-53% -$1M 0.75% 36
2025
Q2
$1.91M Sell
44,058
-1,123
-2% -$48.6K 1.72% 19
2025
Q1
$2.05M Buy
45,181
+36
+0.1% +$1.5K 2.05% 15
2024
Q4
$1.81M Sell
45,145
-1,731
-4% -$73K 1.7% 20
2024
Q3
$2.11M Buy
46,876
+539
+1% +$22.5K 1.9% 18
2024
Q2
$1.91M Sell
46,337
-717
-2% -$28.9K 1.82% 18
2024
Q1
$1.97M Sell
47,054
-846
-2% -$34.1K 1.85% 19
2023
Q4
$1.81M Sell
47,900
-14
-0% -$495 1.73% 23
2023
Q3
$1.55M Buy
47,914
+24,731
+107% +$836K 1.72% 22
2023
Q2
$862K Buy
23,183
+326
+1% +$12.1K 0.94% 30
2023
Q1
$889K Buy
22,857
+51
+0.2% +$2.01K 1.09% 28
2022
Q4
$899K Sell
22,806
-1,602
-7% -$60.4K 1.14% 27
2022
Q3
$927K Sell
24,408
-382
-2% -$17K 1.21% 25
2022
Q2
$1.26M Buy
24,790
+2,965
+14% +$150K 1.16% 28
2022
Q1
$1.11M Sell
21,825
-94
-0.4% -$4.98K 0.91% 30
2021
Q4
$1.14M Sell
21,919
-986
-4% -$51.4K 0.94% 32
2021
Q3
$1.24M Sell
22,905
-1,942
-8% -$107K 1.08% 30
2021
Q2
$1.39M Sell
24,847
-1,383
-5% -$79.4K 1.25% 29
2021
Q1
$1.52M Sell
26,230
-207
-0.8% -$11.7K 1.58% 26
2020
Q4
$1.55M Buy
+26,437
New +$1.57M 1.63% 26
2019
Q3
$1.71M Sell
28,401
-255
-0.9% -$14.7K 2.02% 20
2019
Q2
$1.64M Sell
28,656
-598
-2% -$34.5K 1.82% 23
2019
Q1
$1.73M Buy
29,254
+1,829
+7% +$104K 1.97% 20
2018
Q4
$1.54M Buy
27,425
+201
+0.7% +$11.4K 1.97% 20
2018
Q3
$1.45M Sell
27,224
-381
-1% -$20.2K 1.46% 27
2018
Q2
$1.39M Buy
27,605
+1,047
+4% +$50.7K 1.48% 25
2018
Q1
$1.27M Sell
26,558
-6,950
-21% -$349K 1.45% 25
2017
Q4
$1.77M Buy
33,508
+500
+2% +$24.6K 1.55% 24
2017
Q3
$1.63M Hold
33,008
1.45% 27
2017
Q2
$1.47M Buy
33,008
+342
+1% +$15.9K 1.38% 29
2017
Q1
$1.59M Sell
32,666
-142
-0.4% -$7.12K 1.45% 28
2016
Q4
$1.75M Buy
32,808
+577
+2% +$28.8K 1.71% 23
2016
Q3
$1.68M Sell
32,231
-400
-1% -$21.5K 1.75% 22
2016
Q2
$1.82M Sell
32,631
-81
-0.2% -$4.2K 1.78% 24
2016
Q1
$1.77M Hold
32,712
2% 20
2015
Q4
$1.51M Buy
32,712
+491
+2% +$22.3K 1.67% 21
2015
Q3
$1.4M Sell
32,221
-44,270
-58% -$2.04M 1.72% 23
2015
Q2
$3.56M Buy
76,491
+791
+1% +$38.7K 3.29% 4
2015
Q1
$3.68M Buy
75,700
+1,357
+2% +$65.5K 3.28% 3
2014
Q4
$3.48M Sell
74,343
-174
-0.2% -$8.51K 3.09% 5
2014
Q3
$3.73M Sell
74,517
-883
-1% -$43.9K 3.2% 7
2014
Q2
$3.69M Buy
+75,400
New +$3.65M 2.91% 6

Other funds holding VZ

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

Orca Investment Management reduced its Verizon (VZ) stake by 2.1% in Q1 2026, selling an estimated $18.8K and leaving 19,233 shares worth $965K. The position accounts for 0.82% of the portfolio, ranked #33.

Orca Investment Management first reported a position in VZ in Q2 2014 and has held it in 44 quarters since. The position peaked at $3.73M in Q3 2014. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Orca Investment Management held 19,233 shares of Verizon worth $965K as of Q1 2026.
  • Orca Investment Management sold 405 Verizon shares in Q1 2026, an estimated $18.8K.
  • Verizon made up 0.82% of Orca Investment Management's portfolio in Q1 2026, its #33 holding.
  • Orca Investment Management first reported a position in Verizon in Q2 2014 and has held it in 44 quarters since.
  • Orca Investment Management's Verizon position peaked at $3.73M in Q3 2014.
  • 3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Orca Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.