Capstone Wealth Management Group (Oregon)’s Verizon VZ Stock Holding History

Capstone Wealth Management Group (Oregon)’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 Q2	$297K	Sell	7,021 -5,952	-46%	-$279K	0.18%	95
2026 Q1	$651K	Sell	12,973 -245	-2%	-$11.4K	0.4%	52
2025 Q4	$538K	Sell	13,218 -1,020	-7%	-$41.4K	0.33%	64
2025 Q3	$626K	Buy	14,238 +1,079	+8%	+$46.7K	0.4%	55
2025 Q2	$569K	Hold	13,159	–	–	0.41%	54
2025 Q1	$597K	Hold	13,159	–	–	0.48%	50
2024 Q4	$526K	Buy	+13,159	New	+$555K	0.4%	57

Other funds holding VZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s VZ Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its Verizon (VZ) stake by 46% in Q2 2026, selling an estimated $279K and leaving 7,021 shares worth $297K. The position accounts for 0.18% of the portfolio, ranked #95.

Capstone Wealth Management Group (Oregon) first reported a position in VZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $651K in Q1 2026. 3,144 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Capstone Wealth Management Group (Oregon) held 7,021 shares of Verizon worth $297K as of Q2 2026.
Capstone Wealth Management Group (Oregon) sold 5,952 Verizon shares in Q2 2026, an estimated $279K.
Verizon made up 0.18% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #95 holding.
Capstone Wealth Management Group (Oregon) first reported a position in Verizon in Q4 2024 and has held it in 7 quarters since.
Capstone Wealth Management Group (Oregon)'s Verizon position peaked at $651K in Q1 2026.
3,144 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.