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Consolidated Planning Corp’s Verizon VZ Stock Holding History

Consolidated Planning Corp’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 		$5.33M Buy
125,920
+2,633
+2% +$124K 0.72% 27
2026
Q1 		$6.19M Buy
123,287
+53,405
+76% +$2.48M 1% 14
2025
Q4 		$2.85M Buy
69,882
+13,606
+24% +$552K 0.29% 87
2025
Q3 		$2.47M Buy
56,276
+11,048
+24% +$478K 0.26% 87
2025
Q2 		$1.96M Buy
45,228
+4,113
+10% +$178K 0.25% 88
2025
Q1 		$1.86M Buy
41,115
+21,254
+107% +$885K 0.26% 84
2024
Q4 		$794K Buy
19,861
+796
+4% +$33.6K 0.11% 110
2024
Q3 		$856K Buy
19,065
+13,542
+245% +$565K 0.13% 97
2024
Q2 		$228K Buy
+5,523
New +$223K 0.04% 173
2023
Q4 		– Sell
-6,347
Closed -$206K – 184
2023
Q3 		$206K Sell
6,347
-4,035
-39% -$136K 0.05% 153
2023
Q2 		$386K Buy
10,382
+3,207
+45% +$119K 0.08% 122
2023
Q1 		$279K Buy
7,175
+1,715
+31% +$67.6K 0.07% 101
2022
Q4 		$215K Sell
5,460
-64,442
-92% -$2.43M 0.06% 112
2022
Q3 		$2.65M Buy
+69,902
New +$3.11M 0.83% 44
2021
Q4 		– Sell
-2,837
Closed -$153K – 449
2021
Q3 		$153K Buy
+2,837
New +$157K 0.1% 74
2021
Q1 		– Sell
-4,058
Closed -$238K – 60
2020
Q4 		$238K Buy
4,058
+596
+17% +$35.4K 0.16% 46
2020
Q3 		$205K Buy
+3,462
New +$201K 0.15% 44

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Consolidated Planning Corp's VZ Position: Q2 2026 in Review

Consolidated Planning Corp increased its Verizon (VZ) stake by 2.1% in Q2 2026, buying an estimated $124K and bringing the position to 125,920 shares worth $5.33M. The position accounts for 0.72% of the portfolio, ranked #27.

Consolidated Planning Corp first reported a position in VZ in Q3 2020 and has held it in 17 quarters since. The position peaked at $6.19M in Q1 2026. 3,146 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Consolidated Planning Corp held 125,920 shares of Verizon worth $5.33M as of Q2 2026.
  • Consolidated Planning Corp bought 2,633 Verizon shares in Q2 2026, an estimated $124K.
  • Verizon made up 0.72% of Consolidated Planning Corp's portfolio in Q2 2026, its #27 holding.
  • Consolidated Planning Corp first reported a position in Verizon in Q3 2020 and has held it in 17 quarters since.
  • Consolidated Planning Corp's Verizon position peaked at $6.19M in Q1 2026.
  • 3,146 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.