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 Q2	–	Sell	-1,045	Closed	-$52.5K	–	167
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital & Planning LLC's VZ Position: Q2 2026 in Review

Capital & Planning LLC sold out of Verizon (VZ) in Q2 2026, closing a stake of 1,045 shares — an estimated $52.5K sold.

Capital & Planning LLC first reported a position in VZ in Q4 2024 and held it in 2 quarters. The position peaked at $52.5K in Q1 2026. 3,161 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Capital & Planning LLC reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
Capital & Planning LLC sold 1,045 Verizon shares in Q2 2026, an estimated $52.5K.
Capital & Planning LLC first reported a position in Verizon in Q4 2024 and held it in 2 quarters.
Capital & Planning LLC's Verizon position peaked at $52.5K in Q1 2026.
3,161 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.