Capstone Investment Advisors’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 | $968K | Sell |
19,291
-90,008
| -82% | -$4.17M | ﹤0.01% | 872 |
|
|
2025
Q4 | $4.45M | Sell |
109,299
-41,181
| -27% | -$1.67M | 0.01% | 394 |
|
|
2025
Q3 | $6.61M | Buy |
150,480
+92,215
| +158% | +$3.99M | 0.01% | 401 |
|
|
2025
Q2 | $2.52M | Buy |
+58,265
| New | +$2.52M | 0.01% | 571 |
|
|
2025
Q1 | – | Sell |
-192,314
| Closed | -$8.01M | – | 1907 |
|
|
2024
Q4 | $7.69M | Buy |
192,314
+169,351
| +737% | +$7.14M | 0.02% | 414 |
|
|
2024
Q3 | $1.03M | Sell |
22,963
-102,106
| -82% | -$4.26M | ﹤0.01% | 950 |
|
|
2024
Q2 | $5.16M | Buy |
125,069
+33,520
| +37% | +$1.35M | 0.02% | 451 |
|
|
2024
Q1 | $3.84M | Sell |
91,549
-166,374
| -65% | -$6.71M | 0.01% | 538 |
|
|
2023
Q4 | $9.72M | Sell |
257,923
-205,021
| -44% | -$7.25M | 0.03% | 350 |
|
|
2023
Q3 | $15M | Buy |
462,944
+318,302
| +220% | +$10.8M | 0.07% | 203 |
|
|
2023
Q2 | $5.38M | Buy |
144,642
+83,505
| +137% | +$3.09M | 0.03% | 367 |
|
|
2023
Q1 | $2.38M | Sell |
61,137
-119,306
| -66% | -$4.71M | 0.01% | 545 |
|
|
2022
Q4 | $7.11M | Buy |
180,443
+113,541
| +170% | +$4.28M | 0.05% | 300 |
|
|
2022
Q3 | $2.54M | Buy |
66,902
+23,547
| +54% | +$1.05M | 0.02% | 656 |
|
|
2022
Q2 | $2.2M | Sell |
43,355
-5,316
| -11% | -$269K | 0.01% | 726 |
|
|
2022
Q1 | $2.48M | Sell |
48,671
-830,746
| -94% | -$44M | 0.01% | 956 |
|
|
2021
Q4 | $45.7M | Buy |
879,417
+470,126
| +115% | +$24.5M | 0.08% | 225 |
|
|
2021
Q3 | $22.1M | Buy |
409,291
+103,850
| +34% | +$5.74M | 0.04% | 396 |
|
|
2021
Q2 | $17.1M | Buy |
+305,441
| New | +$17.5M | 0.04% | 383 |
|
|
2021
Q1 | – | Sell |
-64,098
| Closed | -$3.62M | – | 1958 |
|
|
2020
Q4 | $3.77M | Buy |
+64,098
| New | +$3.81M | 0.01% | 684 |
|
|
2020
Q3 | – | Sell |
-11,991
| Closed | -$697K | – | 1466 |
|
|
2020
Q2 | $661K | Buy |
+11,991
| New | +$675K | ﹤0.01% | 1019 |
|
|
2020
Q1 | – | Sell |
-99,024
| Closed | -$5.67M | – | 1395 |
|
|
2019
Q4 | $6.08M | Buy |
99,024
+81,856
| +477% | +$4.94M | 0.03% | 489 |
|
|
2019
Q3 | $1.04M | Sell |
17,168
-39,715
| -70% | -$2.29M | 0.01% | 935 |
|
|
2019
Q2 | $3.25M | Buy |
56,883
+3,749
| +7% | +$216K | 0.02% | 595 |
|
|
2019
Q1 | $3.14M | Buy |
53,134
+49,437
| +1,337% | +$2.8M | 0.03% | 475 |
|
|
2018
Q4 | $208K | Sell |
3,697
-39,428
| -91% | -$2.24M | ﹤0.01% | 1021 |
|
|
2018
Q3 | $2.3M | Buy |
43,125
+7,616
| +21% | +$403K | 0.03% | 402 |
|
|
2018
Q2 | $1.79M | Buy |
+35,509
| New | +$1.72M | 0.03% | 297 |
|
|
2017
Q2 | – | Sell |
-96,106
| Closed | -$4.68M | – | 959 |
|
|
2017
Q1 | $4.68M | Buy |
96,106
+73,767
| +330% | +$3.7M | 0.12% | 149 |
|
|
2016
Q4 | $1.19M | Buy |
22,339
+10,375
| +87% | +$519K | 0.04% | 372 |
|
|
2016
Q3 | $621K | Buy |
+11,964
| New | +$642K | 0.01% | 478 |
|
|
2016
Q2 | – | Sell |
-3,900
| Closed | -$210K | – | 861 |
|
|
2016
Q1 | $210K | Buy |
+3,900
| New | +$195K | 0.01% | 587 |
|
|
2014
Q1 | – | Sell |
-59,179
| Closed | -$2.8M | – | 545 |
|
|
2013
Q4 | $2.91M | Sell |
59,179
-157,855
| -73% | -$7.76M | 0.03% | 270 |
|
|
2013
Q3 | $10.1M | Buy |
217,034
+22,032
| +11% | +$1.08M | 0.1% | 113 |
|
|
2013
Q2 | $9.82M | Buy |
+195,002
| New | +$9.95M | 0.1% | 94 |
|
Other funds holding VZ
VCM
VPM
Capstone Investment Advisors's VZ Position: Q1 2026 in Review
Capstone Investment Advisors reduced its Verizon (VZ) stake by 82% in Q1 2026, selling an estimated $4.17M and leaving 19,291 shares worth $968K. The position accounts for ﹤0.01% of the portfolio, ranked #872.
Capstone Investment Advisors first reported a position in VZ in Q2 2013 and has held it in 35 quarters since. The position peaked at $45.7M in Q4 2021. 3,263 funds tracked by Wall St. Rank hold VZ as of Q1 2026.
- Capstone Investment Advisors held 19,291 shares of Verizon worth $968K as of Q1 2026.
- Capstone Investment Advisors sold 90,008 Verizon shares in Q1 2026, an estimated $4.17M.
- Verizon made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #872 holding.
- Capstone Investment Advisors first reported a position in Verizon in Q2 2013 and has held it in 35 quarters since.
- Capstone Investment Advisors's Verizon position peaked at $45.7M in Q4 2021.
- 3,263 funds tracked by Wall St. Rank held Verizon as of Q1 2026.
Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.