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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Consolidated Planning Corp's VZ Position: Q1 2026 in Review

Consolidated Planning Corp increased its Verizon (VZ) stake by 76% in Q1 2026, buying an estimated $2.48M and bringing the position to 123,287 shares worth $6.19M. The position accounts for 1% of the portfolio, ranked #14.

Consolidated Planning Corp first reported a position in VZ in Q3 2020 and has held it in 16 quarters since. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Consolidated Planning Corp held 123,287 shares of Verizon worth $6.19M as of Q1 2026.
  • Consolidated Planning Corp bought 53,405 Verizon shares in Q1 2026, an estimated $2.48M.
  • Verizon made up 1% of Consolidated Planning Corp's portfolio in Q1 2026, its #14 holding.
  • Consolidated Planning Corp first reported a position in Verizon in Q3 2020 and has held it in 16 quarters since.
  • 3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.