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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s VZ Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its Verizon (VZ) stake by 1.9% in Q1 2026, selling an estimated $11.4K and leaving 12,973 shares worth $651K. The position accounts for 0.4% of the portfolio, ranked #52.

Capstone Wealth Management Group (Oregon) first reported a position in VZ in Q4 2024 and has held it in 6 quarters since. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Capstone Wealth Management Group (Oregon) held 12,973 shares of Verizon worth $651K as of Q1 2026.
Capstone Wealth Management Group (Oregon) sold 245 Verizon shares in Q1 2026, an estimated $11.4K.
Verizon made up 0.4% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #52 holding.
Capstone Wealth Management Group (Oregon) first reported a position in Verizon in Q4 2024 and has held it in 6 quarters since.
3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.