Shelton Capital 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 | $21.2M | Sell |
423,189
-271,040
| -39% | -$12.6M | 0.46% | 51 |
|
|
2025
Q4 | $28.3M | Buy |
694,229
+145,349
| +26% | +$5.9M | 0.56% | 42 |
|
|
2025
Q3 | $24.1M | Buy |
548,880
+61,689
| +13% | +$2.67M | 0.52% | 37 |
|
|
2025
Q2 | $21.1M | Buy |
487,191
+37,333
| +8% | +$1.62M | 0.48% | 40 |
|
|
2025
Q1 | $20.4M | Buy |
449,858
+46,591
| +12% | +$1.94M | 0.49% | 50 |
|
|
2024
Q4 | $16.1M | Buy |
403,267
+53,168
| +15% | +$2.24M | 0.4% | 48 |
|
|
2024
Q3 | $15.7M | Buy |
350,099
+23,999
| +7% | +$1M | 0.4% | 49 |
|
|
2024
Q2 | $13.4M | Buy |
326,100
+10,058
| +3% | +$405K | 0.37% | 58 |
|
|
2024
Q1 | $13.3M | Buy |
316,042
+7,042
| +2% | +$284K | 0.38% | 58 |
|
|
2023
Q4 | $11.6M | Buy |
309,000
+27,223
| +10% | +$963K | 0.37% | 64 |
|
|
2023
Q3 | $9.13M | Buy |
281,777
+157,200
| +126% | +$5.31M | 0.33% | 70 |
|
|
2023
Q2 | $4.63M | Buy |
124,577
+11,545
| +10% | +$427K | 0.17% | 134 |
|
|
2023
Q1 | $4.4M | Buy |
113,032
+2,732
| +2% | +$108K | 0.18% | 122 |
|
|
2022
Q4 | $4.35M | Sell |
110,300
-34,095
| -24% | -$1.28M | 0.46% | 48 |
|
|
2022
Q3 | $5.48M | Buy |
144,395
+201
| +0.1% | +$8.95K | 0.26% | 95 |
|
|
2022
Q2 | $7.32M | Sell |
144,194
-1,282
| -0.9% | -$64.8K | 0.33% | 79 |
|
|
2022
Q1 | $7.41M | Buy |
145,476
+52,962
| +57% | +$2.81M | 0.27% | 88 |
|
|
2021
Q4 | $4.81M | Sell |
92,514
-166,926
| -64% | -$8.71M | 0.17% | 133 |
|
|
2021
Q3 | $14M | Buy |
259,440
+286
| +0.1% | +$15.8K | 0.55% | 35 |
|
|
2021
Q2 | $14.5M | Buy |
259,154
+13,400
| +5% | +$769K | 0.55% | 35 |
|
|
2021
Q1 | $14.3M | Buy |
245,754
+3,239
| +1% | +$183K | 0.5% | 39 |
|
|
2020
Q4 | $14.2M | Buy |
242,515
+4,171
| +2% | +$248K | 0.64% | 29 |
|
|
2020
Q3 | $14.2M | Sell |
238,344
-669
| -0.3% | -$38.9K | 0.59% | 31 |
|
|
2020
Q2 | $13.2M | Buy |
239,013
+7,205
| +3% | +$405K | 0.73% | 29 |
|
|
2020
Q1 | $12.5M | Sell |
231,808
-1,766
| -0.8% | -$101K | 0.9% | 21 |
|
|
2019
Q4 | $14.3M | Sell |
233,574
-1,037
| -0.4% | -$62.5K | 0.79% | 23 |
|
|
2019
Q3 | $14.2M | Buy |
234,611
+13,603
| +6% | +$783K | 0.84% | 19 |
|
|
2019
Q2 | $12.6M | Buy |
221,008
+208,984
| +1,738% | +$12M | 0.73% | 23 |
|
|
2019
Q1 | $203K | Sell |
12,024
-145,322
| -92% | -$8.23M | 0.8% | 18 |
|
|
2018
Q4 | $8.85M | Buy |
157,346
+48,800
| +45% | +$2.77M | 0.6% | 34 |
|
|
2018
Q3 | $5.79M | Buy |
108,546
+11,817
| +12% | +$625K | 0.33% | 67 |
|
|
2018
Q2 | $4.87M | Buy |
96,729
+12,591
| +15% | +$609K | 0.3% | 74 |
|
|
2018
Q1 | $4.02M | Sell |
84,138
-33,505
| -28% | -$1.68M | 0.26% | 88 |
|
|
2017
Q4 | $6.23M | Sell |
117,643
-34,534
| -23% | -$1.7M | 0.4% | 53 |
|
|
2017
Q3 | $7.53M | Buy |
152,177
+5,527
| +4% | +$260K | 0.51% | 38 |
|
|
2017
Q2 | $6.55M | Buy |
146,650
+2,787
| +2% | +$130K | 0.46% | 41 |
|
|
2017
Q1 | $7.01M | Buy |
143,863
+44,193
| +44% | +$2.22M | 0.49% | 32 |
|
|
2016
Q4 | $5.32M | Sell |
99,670
-2,003
| -2% | -$100K | 0.41% | 45 |
|
|
2016
Q3 | $5.29M | Sell |
101,673
-2,695
| -3% | -$145K | 0.44% | 38 |
|
|
2016
Q2 | $5.83M | Sell |
104,368
-25,152
| -19% | -$1.3M | 0.51% | 33 |
|
|
2016
Q1 | $7M | Sell |
129,520
-18,223
| -12% | -$911K | 0.63% | 28 |
|
|
2015
Q4 | $6.83M | Buy |
147,743
+8,506
| +6% | +$386K | 0.66% | 27 |
|
|
2015
Q3 | $6.06M | Buy |
139,237
+4,845
| +4% | +$224K | 0.67% | 25 |
|
|
2015
Q2 | $6.26M | Sell |
134,392
-1,292
| -1% | -$63.2K | 0.65% | 26 |
|
|
2015
Q1 | $6.6M | Buy |
135,684
+2,242
| +2% | +$108K | 0.71% | 24 |
|
|
2014
Q4 | $6.24M | Buy |
133,442
+20,279
| +18% | +$992K | 0.73% | 23 |
|
|
2014
Q3 | $5.66M | Buy |
113,163
+2,300
| +2% | +$114K | 0.76% | 21 |
|
|
2014
Q2 | $5.42M | Buy |
110,863
+12,953
| +13% | +$628K | 0.76% | 18 |
|
|
2014
Q1 | $4.66M | Buy |
97,910
+1,484
| +2% | +$70.2K | 0.68% | 19 |
|
|
2013
Q4 | $4.74M | Buy |
96,426
+750
| +0.8% | +$36.9K | 0.72% | 21 |
|
|
2013
Q3 | $4.46M | Buy |
95,676
+1,100
| +1% | +$53.7K | 0.75% | 19 |
|
|
2013
Q2 | $4.76M | Buy |
+94,576
| New | +$4.83M | 0.87% | 18 |
|
Other funds holding VZ
VCM
VPM
Shelton Capital Management's VZ Position: Q1 2026 in Review
Shelton Capital Management reduced its Verizon (VZ) stake by 39% in Q1 2026, selling an estimated $12.6M and leaving 423,189 shares worth $21.2M. The position accounts for 0.46% of the portfolio, ranked #51.
Shelton Capital Management first reported a position in VZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $28.3M in Q4 2025. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.
- Shelton Capital Management held 423,189 shares of Verizon worth $21.2M as of Q1 2026.
- Shelton Capital Management sold 271,040 Verizon shares in Q1 2026, an estimated $12.6M.
- Verizon made up 0.46% of Shelton Capital Management's portfolio in Q1 2026, its #51 holding.
- Shelton Capital Management first reported a position in Verizon in Q2 2013 and has held it in 52 quarters since.
- Shelton Capital Management's Verizon position peaked at $28.3M in Q4 2025.
- 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.
Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.