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Swan Capital’s Verizon VZ Stock Holding History

Swan Capital’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 		$78.4K Sell
1,561
-194
-11% -$8.99K 0.03% 61
2025
Q4 		$71.5K Buy
1,755
+31
+2% +$1.26K 0.03% 67
2025
Q3 		$75.8K Sell
1,724
-206
-11% -$8.92K 0.03% 67
2025
Q2 		$83.5K Buy
1,930
+206
+12% +$8.92K 0.04% 56
2025
Q1 		$78.2K Sell
1,724
-24
-1% -$999 0.04% 52
2024
Q4 		$69.9K Buy
1,748
+87
+5% +$3.67K 0.03% 56
2024
Q3 		$74.6K Buy
1,661
+12
+0.7% +$501 0.04% 57
2024
Q2 		$68K Buy
+1,649
New +$66.5K 0.04% 55

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Swan Capital's VZ Position: Q1 2026 in Review

Swan Capital reduced its Verizon (VZ) stake by 11% in Q1 2026, selling an estimated $8.99K and leaving 1,561 shares worth $78.4K. The position accounts for 0.03% of the portfolio, ranked #61.

Swan Capital first reported a position in VZ in Q2 2024 and has held it in 8 quarters since. The position peaked at $83.5K in Q2 2025. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Swan Capital held 1,561 shares of Verizon worth $78.4K as of Q1 2026.
  • Swan Capital sold 194 Verizon shares in Q1 2026, an estimated $8.99K.
  • Verizon made up 0.03% of Swan Capital's portfolio in Q1 2026, its #61 holding.
  • Swan Capital first reported a position in Verizon in Q2 2024 and has held it in 8 quarters since.
  • Swan Capital's Verizon position peaked at $83.5K in Q2 2025.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.