Capital Wealth Planning’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $190M | Sell |
3,791,604
-225,148
| -6% | -$10.4M | 1.05% | 27 |
|
|
2025
Q4 | $163M | Sell |
4,016,752
-2,145,251
| -35% | -$87M | 1.06% | 25 |
|
|
2025
Q3 | $271M | Buy |
6,162,003
+225,705
| +4% | +$9.77M | 1.91% | 21 |
|
|
2025
Q2 | $257M | Buy |
5,936,298
+143,273
| +2% | +$6.2M | 2.03% | 22 |
|
|
2025
Q1 | $263M | Sell |
5,793,025
-1,856,048
| -24% | -$77.3M | 2.28% | 23 |
|
|
2024
Q4 | $306M | Buy |
7,649,073
+456,113
| +6% | +$19.2M | 2.83% | 18 |
|
|
2024
Q3 | $323M | Buy |
7,192,960
+219,122
| +3% | +$9.15M | 3.01% | 18 |
|
|
2024
Q2 | $288M | Buy |
6,973,838
+1,916,951
| +38% | +$77.3M | 3.01% | 18 |
|
|
2024
Q1 | $212M | Buy |
5,056,887
+116,004
| +2% | +$4.68M | 2.27% | 19 |
|
|
2023
Q4 | $186M | Sell |
4,940,883
-154,943
| -3% | -$5.48M | 2.13% | 22 |
|
|
2023
Q3 | $165M | Buy |
5,095,826
+914,612
| +22% | +$30.9M | 2.03% | 23 |
|
|
2023
Q2 | $155M | Buy |
4,181,214
+148,222
| +4% | +$5.49M | 1.92% | 24 |
|
|
2023
Q1 | $250M | Buy |
4,032,992
+1,704,749
| +73% | +$67.2M | 3.39% | 20 |
|
|
2022
Q4 | $91.7M | Buy |
2,328,243
+395,402
| +20% | +$14.9M | 1.34% | 24 |
|
|
2022
Q3 | $73.4M | Buy |
1,932,841
+214,284
| +12% | +$9.54M | 1.34% | 25 |
|
|
2022
Q2 | $87.2M | Buy |
1,718,557
+216,655
| +14% | +$11M | 1.71% | 24 |
|
|
2022
Q1 | $76.5M | Buy |
1,501,902
+233,696
| +18% | +$12.4M | 1.55% | 24 |
|
|
2021
Q4 | $65.9M | Sell |
1,268,206
-491,951
| -28% | -$25.7M | 1.46% | 23 |
|
|
2021
Q3 | $95.1M | Buy |
1,760,157
+154,800
| +10% | +$8.56M | 2.61% | 22 |
|
|
2021
Q2 | $90M | Buy |
1,605,357
+225,623
| +16% | +$12.9M | 2.53% | 23 |
|
|
2021
Q1 | $80.2M | Buy |
1,379,734
+192,016
| +16% | +$10.8M | 2.62% | 22 |
|
|
2020
Q4 | $68.4M | Buy |
1,187,718
+211,936
| +22% | +$12.6M | 2.64% | 21 |
|
|
2020
Q3 | $58M | Buy |
975,782
+73,287
| +8% | +$4.26M | 2.87% | 20 |
|
|
2020
Q2 | $49.8M | Buy |
902,495
+67,754
| +8% | +$3.81M | 2.84% | 19 |
|
|
2020
Q1 | $44.9M | Buy |
834,741
+53,266
| +7% | +$3.05M | 2.82% | 16 |
|
|
2019
Q4 | $48M | Buy |
781,475
+251,244
| +47% | +$15.2M | 2.84% | 16 |
|
|
2019
Q3 | $32.1M | Sell |
530,231
-299,680
| -36% | -$17.3M | 2.04% | 24 |
|
|
2019
Q2 | $47.4M | Buy |
829,911
+800,960
| +2,767% | +$46.2M | 3.44% | 10 |
|
|
2019
Q1 | $1.71M | Sell |
28,951
-16,570
| -36% | -$938K | 1.12% | 21 |
|
|
2018
Q4 | $2.56M | Buy |
45,521
+23,775
| +109% | +$1.35M | 1.7% | 19 |
|
|
2018
Q3 | $1.16M | Buy |
21,746
+3,941
| +22% | +$209K | 0.79% | 30 |
|
|
2018
Q2 | $896K | Hold |
17,805
| – | – | 0.62% | 38 |
|
|
2018
Q1 | $851K | Hold |
17,805
| – | – | 0.59% | 35 |
|
|
2017
Q4 | $942K | Hold |
17,805
| – | – | 1.3% | 10 |
|
|
2017
Q3 | $881K | Sell |
17,805
-8,668
| -33% | -$408K | 0.69% | 29 |
|
|
2017
Q2 | $1.18M | Buy |
26,473
+8,668
| +49% | +$404K | 0.19% | 46 |
|
|
2017
Q1 | $868K | Sell |
17,805
-3,941
| -18% | -$198K | 0.73% | 27 |
|
|
2016
Q4 | $1.16M | Sell |
21,746
-21,746
| -50% | -$1.09M | 1.03% | 19 |
|
|
2016
Q3 | $2.35M | Buy |
43,492
+21,746
| +100% | +$1.17M | 1.82% | 10 |
|
|
2016
Q2 | $1.22M | Sell |
21,746
-9,035
| -29% | -$469K | 0.92% | 24 |
|
|
2016
Q1 | $1.67M | Buy |
30,781
+2,456
| +9% | +$123K | 1.2% | 21 |
|
|
2015
Q4 | $1.31M | Buy |
28,325
+2,000
| +8% | +$90.8K | 1.2% | 26 |
|
|
2015
Q3 | $1.13M | Sell |
26,325
-8,010
| -23% | -$370K | 0.9% | 32 |
|
|
2015
Q2 | $1.6M | Buy |
34,335
+9,630
| +39% | +$471K | 0.96% | 23 |
|
|
2015
Q1 | $1.2M | Sell |
24,705
-10,885
| -31% | -$525K | 0.63% | 40 |
|
|
2014
Q4 | $1.66M | Buy |
35,590
+14,780
| +71% | +$723K | 0.78% | 24 |
|
|
2014
Q3 | $1.04M | Buy |
20,810
+8,350
| +67% | +$415K | 0.42% | 53 |
|
|
2014
Q2 | $610K | Buy |
+12,460
| New | +$604K | 0.23% | 71 |
|
Other funds holding VZ
VCM
VPM
Capital Wealth Planning's VZ Position: Q1 2026 in Review
Capital Wealth Planning reduced its Verizon (VZ) stake by 5.6% in Q1 2026, selling an estimated $10.4M and leaving 3,791,604 shares worth $190M. The position accounts for 1.05% of the portfolio, ranked #27.
Capital Wealth Planning first reported a position in VZ in Q2 2014 and has held it in 48 quarters since. The position peaked at $323M in Q3 2024. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.
- Capital Wealth Planning held 3,791,604 shares of Verizon worth $190M as of Q1 2026.
- Capital Wealth Planning sold 225,148 Verizon shares in Q1 2026, an estimated $10.4M.
- Verizon made up 1.05% of Capital Wealth Planning's portfolio in Q1 2026, its #27 holding.
- Capital Wealth Planning first reported a position in Verizon in Q2 2014 and has held it in 48 quarters since.
- Capital Wealth Planning's Verizon position peaked at $323M in Q3 2024.
- 3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.
Based on Capital Wealth Planning's 13F filing for Q1 2026, filed 15 May 2026.