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Capital & Planning LLC’s Verizon VZ Stock Holding History

Capital & Planning LLC’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 		$52.5K Buy
+1,045
New +$48.4K 0.03% 54
2025
Q1 		– Sell
-1,220
Closed -$48.8K – 186
2024
Q4 		$48.8K Buy
+1,220
New +$51.5K 0.04% 50

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital & Planning LLC's VZ Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Verizon (VZ) in Q1 2026: 1,045 shares worth $52.5K. The stake represents 0.03% of the portfolio and ranks #54 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in VZ as recently as Q4 2024.

Capital & Planning LLC first reported a position in VZ in Q4 2024 and has held it in 2 quarters since. 3,274 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Capital & Planning LLC held 1,045 shares of Verizon worth $52.5K as of Q1 2026.
  • Verizon was a new Capital & Planning LLC position in Q1 2026.
  • Verizon made up 0.03% of Capital & Planning LLC's portfolio in Q1 2026, its #54 holding.
  • Capital & Planning LLC first reported a position in Verizon in Q4 2024 and has held it in 2 quarters since.
  • 3,274 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.