Asset Planning Inc’s Verizon VZ Stock Holding History

Asset Planning Inc’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	$2.53M	Sell	50,333 -1,484	-3%	-$68.8K	1.8%	12
2025 Q4	$2.11M	Sell	51,817 -1,992	-4%	-$80.8K	1.48%	14
2025 Q3	$2.36M	Sell	53,809 -117	-0.2%	-$5.07K	1.71%	13
2025 Q2	$2.33M	Sell	53,926 -448	-0.8%	-$19.4K	1.76%	13
2025 Q1	$2.47M	Sell	54,374 -3,378	-6%	-$141K	1.93%	11
2024 Q4	$2.31M	Buy	+57,752	New	+$2.44M	1.76%	11

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

Asset Planning Inc's VZ Position: Q1 2026 in Review

Asset Planning Inc reduced its Verizon (VZ) stake by 2.9% in Q1 2026, selling an estimated $68.8K and leaving 50,333 shares worth $2.53M. The position accounts for 1.8% of the portfolio, ranked #12.

Asset Planning Inc first reported a position in VZ in Q4 2024 and has held it in 6 quarters since. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Asset Planning Inc held 50,333 shares of Verizon worth $2.53M as of Q1 2026.
Asset Planning Inc sold 1,484 Verizon shares in Q1 2026, an estimated $68.8K.
Verizon made up 1.8% of Asset Planning Inc's portfolio in Q1 2026, its #12 holding.
Asset Planning Inc first reported a position in Verizon in Q4 2024 and has held it in 6 quarters since.
3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.