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 | $31.2M | Sell |
621,400
-33,000
| -5% | -$1.53M | 0.05% | 130 |
|
|
2025
Q4 | $26.7M | Sell |
654,400
-396,600
| -38% | -$16.1M | 0.05% | 147 |
|
|
2025
Q3 | $46.2M | Buy |
1,051,000
+553,200
| +111% | +$23.9M | 0.09% | 105 |
|
|
2025
Q2 | $21.5M | Buy |
497,800
+37,300
| +8% | +$1.62M | 0.05% | 135 |
|
|
2025
Q1 | $20.9M | Sell |
460,500
-824,500
| -64% | -$34.3M | 0.06% | 164 |
|
|
2024
Q4 | $51.4M | Buy |
1,285,000
+240,500
| +23% | +$10.1M | 0.12% | 97 |
|
|
2024
Q3 | $46.9M | Buy |
1,044,500
+81,400
| +8% | +$3.4M | 0.14% | 90 |
|
|
2024
Q2 | $39.7M | Buy |
963,100
+77,600
| +9% | +$3.13M | 0.12% | 106 |
|
|
2024
Q1 | $37.2M | Sell |
885,500
-369,500
| -29% | -$14.9M | 0.13% | 107 |
|
|
2023
Q4 | $47.3M | Buy |
1,255,000
+451,600
| +56% | +$16M | 0.14% | 105 |
|
|
2023
Q3 | $26M | Buy |
803,400
+294,600
| +58% | +$9.95M | 0.12% | 117 |
|
|
2023
Q2 | $18.9M | Buy |
508,800
+70,500
| +16% | +$2.61M | 0.09% | 146 |
|
|
2023
Q1 | $17M | Buy |
438,300
+201,400
| +85% | +$7.94M | 0.09% | 153 |
|
|
2022
Q4 | $9.33M | Buy |
236,900
+65,800
| +38% | +$2.48M | 0.07% | 250 |
|
|
2022
Q3 | $6.5M | Sell |
171,100
-100,300
| -37% | -$4.47M | 0.04% | 343 |
|
|
2022
Q2 | $13.8M | Sell |
271,400
-462,800
| -63% | -$23.4M | 0.07% | 189 |
|
|
2022
Q1 | $37.4M | Sell |
734,200
-1,508,200
| -67% | -$79.9M | 0.1% | 154 |
|
|
2021
Q4 | $117M | Buy |
2,242,400
+163,600
| +8% | +$8.54M | 0.19% | 97 |
|
|
2021
Q3 | $112M | Sell |
2,078,800
-211,500
| -9% | -$11.7M | 0.22% | 89 |
|
|
2021
Q2 | $128M | Buy |
2,290,300
+679,800
| +42% | +$39M | 0.29% | 77 |
|
|
2021
Q1 | $93.7M | Buy |
1,610,500
+754,900
| +88% | +$42.6M | 0.28% | 78 |
|
|
2020
Q4 | $50.3M | Buy |
855,600
+46,000
| +6% | +$2.73M | 0.17% | 103 |
|
|
2020
Q3 | $48.2M | Buy |
809,600
+140,200
| +21% | +$8.15M | 0.25% | 78 |
|
|
2020
Q2 | $36.9M | Buy |
669,400
+528,400
| +375% | +$29.7M | 0.24% | 69 |
|
|
2020
Q1 | $7.58M | Sell |
141,000
-1,354,500
| -91% | -$77.5M | 0.12% | 180 |
|
|
2019
Q4 | $91.8M | Buy |
1,495,500
+52,900
| +4% | +$3.19M | 0.5% | 27 |
|
|
2019
Q3 | $87.1M | Buy |
1,442,600
+409,300
| +40% | +$23.6M | 0.6% | 31 |
|
|
2019
Q2 | $59M | Buy |
1,033,300
+121,400
| +13% | +$7M | 0.43% | 45 |
|
|
2019
Q1 | $53.9M | Buy |
911,900
+453,400
| +99% | +$25.7M | 0.5% | 38 |
|
|
2018
Q4 | $25.8M | Buy |
458,500
+175,900
| +62% | +$9.98M | 0.32% | 48 |
|
|
2018
Q3 | $15.1M | Buy |
282,600
+166,300
| +143% | +$8.8M | 0.17% | 104 |
|
|
2018
Q2 | $5.85M | Buy |
+116,300
| New | +$5.63M | 0.09% | 143 |
|
|
2017
Q4 | – | Sell |
-71,500
| Closed | -$3.54M | – | 673 |
|
|
2017
Q3 | $3.54M | Buy |
+71,500
| New | +$3.36M | 0.12% | 127 |
|
|
2017
Q2 | – | Sell |
-54,800
| Closed | -$2.67M | – | 960 |
|
|
2017
Q1 | $2.67M | Sell |
54,800
-21,400
| -28% | -$1.07M | 0.07% | 229 |
|
|
2016
Q4 | $4.06M | Buy |
76,200
+35,200
| +86% | +$1.76M | 0.13% | 155 |
|
|
2016
Q3 | $2.13M | Buy |
+41,000
| New | +$2.2M | 0.05% | 252 |
|
|
2015
Q1 | – | Sell |
-8,900
| Closed | -$416K | – | 348 |
|
|
2014
Q4 | $416K | Sell |
8,900
-257,600
| -97% | -$12.6M | 0.01% | 291 |
|
|
2014
Q3 | $13.3M | Buy |
266,500
+155,500
| +140% | +$7.73M | 0.15% | 124 |
|
|
2014
Q2 | $5.43M | Sell |
111,000
-35,700
| -24% | -$1.73M | 0.07% | 178 |
|
|
2014
Q1 | $6.98M | Sell |
146,700
-138,900
| -49% | -$6.57M | 0.09% | 140 |
|
|
2013
Q4 | $14M | Buy |
285,600
+44,100
| +18% | +$2.17M | 0.15% | 73 |
|
|
2013
Q3 | $11.3M | Buy |
241,500
+32,500
| +16% | +$1.59M | 0.11% | 103 |
|
|
2013
Q2 | $10.5M | Buy |
+209,000
| New | +$10.7M | 0.11% | 89 |
|
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.