Consolidated Planning Corp
VZ icon

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
Q3 		$7.13M Buy
155,456
+29,536
+23% +$1.39M 0.97% 15
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Consolidated Planning Corp's VZ Position: Q3 2026 in Review

Consolidated Planning Corp increased its Verizon (VZ) stake by 23% in Q3 2026, buying an estimated $1.39M and bringing the position to 155,456 shares worth $7.13M. The position accounts for 0.97% of the portfolio, ranked #15.

Consolidated Planning Corp first reported a position in VZ in Q3 2020 and has held it in 18 quarters since. 2,819 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Consolidated Planning Corp held 155,456 shares of Verizon worth $7.13M as of Q3 2026.
  • Consolidated Planning Corp bought 29,536 Verizon shares in Q3 2026, an estimated $1.39M.
  • Verizon made up 0.97% of Consolidated Planning Corp's portfolio in Q3 2026, its #15 holding.
  • Consolidated Planning Corp first reported a position in Verizon in Q3 2020 and has held it in 18 quarters since.
  • 2,819 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.