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Capital Wealth Planning’s Verizon VZ Stock Holding History

Capital Wealth Planning’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
2018
Q1 		– Sell
-12,300
Closed -$3K – 236
2017
Q4 		$3K Buy
+12,300
New +$605K ﹤0.01% 108
2017
Q3 		– Sell
-11,200
Closed -$5K – 200
2017
Q2 		$5K Buy
+11,200
New +$522K ﹤0.01% 112

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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.