Capstone Investment Advisors
VZ icon

Capstone Investment Advisors’s Verizon VZ Stock Holding History

Capstone Investment Advisors’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
Q1 		$5.73M Buy
114,200
+42,200
+59% +$1.96M 0.01% 394
2025
Q4 		$2.93M Sell
72,000
-57,800
-45% -$2.34M 0.01% 504
2025
Q3 		$5.7M Buy
129,800
+64,300
+98% +$2.78M 0.01% 442
2025
Q2 		$2.83M Sell
65,500
-103,700
-61% -$4.49M 0.01% 535
2025
Q1 		$7.67M Sell
169,200
-46,500
-22% -$1.94M 0.02% 358
2024
Q4 		$8.63M Buy
215,700
+55,700
+35% +$2.35M 0.02% 385
2024
Q3 		$7.19M Buy
160,000
+29,400
+23% +$1.23M 0.02% 372
2024
Q2 		$5.39M Buy
130,600
+7,100
+6% +$286K 0.02% 440
2024
Q1 		$5.18M Sell
123,500
-249,400
-67% -$10.1M 0.02% 425
2023
Q4 		$14.1M Buy
372,900
+71,700
+24% +$2.54M 0.04% 274
2023
Q3 		$9.76M Buy
301,200
+39,500
+15% +$1.33M 0.04% 280
2023
Q2 		$9.73M Buy
261,700
+8,000
+3% +$296K 0.05% 255
2023
Q1 		$9.87M Buy
253,700
+152,400
+150% +$6.01M 0.05% 246
2022
Q4 		$3.99M Buy
101,300
+6,400
+7% +$241K 0.03% 462
2022
Q3 		$3.6M Buy
94,900
+7,200
+8% +$321K 0.02% 511
2022
Q2 		$4.45M Sell
87,700
-245,000
-74% -$12.4M 0.02% 447
2022
Q1 		$16.9M Sell
332,700
-480,100
-59% -$25.4M 0.05% 299
2021
Q4 		$42.2M Sell
812,800
-270,600
-25% -$14.1M 0.07% 247
2021
Q3 		$58.5M Buy
1,083,400
+230,000
+27% +$12.7M 0.12% 152
2021
Q2 		$47.8M Buy
853,400
+129,900
+18% +$7.45M 0.11% 170
2021
Q1 		$42.1M Sell
723,500
-45,100
-6% -$2.55M 0.12% 161
2020
Q4 		$45.2M Buy
768,600
+299,400
+64% +$17.8M 0.15% 112
2020
Q3 		$27.9M Buy
469,200
+184,200
+65% +$10.7M 0.14% 129
2020
Q2 		$15.7M Buy
285,000
+196,300
+221% +$11M 0.1% 168
2020
Q1 		$4.77M Sell
88,700
-284,200
-76% -$16.3M 0.08% 284
2019
Q4 		$22.9M Buy
372,900
+69,300
+23% +$4.18M 0.12% 176
2019
Q3 		$18.3M Sell
303,600
-30,200
-9% -$1.74M 0.13% 154
2019
Q2 		$19.1M Buy
333,800
+171,200
+105% +$9.86M 0.14% 165
2019
Q1 		$9.62M Buy
162,600
+83,900
+107% +$4.75M 0.09% 218
2018
Q4 		$4.42M Buy
78,700
+4,600
+6% +$261K 0.05% 271
2018
Q3 		$3.96M Buy
74,100
+69,000
+1,353% +$3.65M 0.05% 297
2018
Q2 		$257K Buy
+5,100
New +$247K ﹤0.01% 554
2017
Q4 		– Sell
-345,900
Closed -$17.1M – 672
2017
Q3 		$17.1M Buy
+345,900
New +$16.3M 0.6% 46
2017
Q2 		– Sell
-12,400
Closed -$604K – 958
2017
Q1 		$604K Hold
12,400
– – 0.02% 548
2016
Q4 		$661K Buy
+12,400
New +$620K 0.02% 525
2016
Q1 		– Sell
-767,400
Closed -$35.5M – 773
2015
Q4 		$35.5M Buy
+767,400
New +$34.8M 0.95% 23
2014
Q4 		– Sell
-851,700
Closed -$42.6M – 425
2014
Q3 		$42.6M Buy
851,700
+303,700
+55% +$15.1M 0.48% 49
2014
Q2 		$26.8M Buy
548,000
+450,600
+463% +$21.8M 0.35% 63
2014
Q1 		$4.63M Sell
97,400
-33,900
-26% -$1.6M 0.06% 170
2013
Q4 		$6.45M Sell
131,300
-182,200
-58% -$8.96M 0.07% 154
2013
Q3 		$14.6M Buy
313,500
+157,700
+101% +$7.7M 0.15% 79
2013
Q2 		$7.84M Buy
+155,800
New +$7.95M 0.08% 115

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

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.