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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
Q2 		$2.07M Sell
48,894
-1,439
-3% -$67.5K 1.34% 13
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
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

Asset Planning Inc's VZ Position: Q2 2026 in Review

Asset Planning Inc reduced its Verizon (VZ) stake by 2.9% in Q2 2026, selling an estimated $67.5K and leaving 48,894 shares worth $2.07M. The position accounts for 1.34% of the portfolio, ranked #13.

Asset Planning Inc first reported a position in VZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.53M in Q1 2026. 3,144 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Asset Planning Inc held 48,894 shares of Verizon worth $2.07M as of Q2 2026.
  • Asset Planning Inc sold 1,439 Verizon shares in Q2 2026, an estimated $67.5K.
  • Verizon made up 1.34% of Asset Planning Inc's portfolio in Q2 2026, its #13 holding.
  • Asset Planning Inc first reported a position in Verizon in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Verizon position peaked at $2.53M in Q1 2026.
  • 3,144 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.