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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 $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

Capital Wealth Planning's VZ Position: Q2 2026 in Review

Capital Wealth Planning increased its Verizon (VZ) stake by 8% in Q2 2026, buying an estimated $14.3M and bringing the position to 4,096,031 shares worth $173M. The position accounts for 0.87% of the portfolio, ranked #29.

Capital Wealth Planning first reported a position in VZ in Q2 2014 and has held it in 49 quarters since. The position peaked at $323M in Q3 2024. 3,151 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Capital Wealth Planning held 4,096,031 shares of Verizon worth $173M as of Q2 2026.
  • Capital Wealth Planning bought 304,427 Verizon shares in Q2 2026, an estimated $14.3M.
  • Verizon made up 0.87% of Capital Wealth Planning's portfolio in Q2 2026, its #29 holding.
  • Capital Wealth Planning first reported a position in Verizon in Q2 2014 and has held it in 49 quarters since.
  • Capital Wealth Planning's Verizon position peaked at $323M in Q3 2024.
  • 3,151 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.