Falcon Wealth Planning’s Verizon VZ Stock Holding History

Falcon Wealth Planning’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	$269K	Buy	6,351 +1,540	+32%	+$72.2K	0.02%	204
2026 Q1	$241K	Buy	+4,811	New	+$223K	0.02%	204
2024 Q2	–	Sell	-5,020	Closed	-$211K	–	142
2024 Q1	$211K	Buy	+5,020	New	+$202K	0.03%	129
2021 Q4	–	Sell	-4,137	Closed	-$223K	–	82
2021 Q3	$223K	Buy	+4,137	New	+$229K	0.08%	66

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

Falcon Wealth Planning's VZ Position: Q2 2026 in Review

Falcon Wealth Planning increased its Verizon (VZ) stake by 32% in Q2 2026, buying an estimated $72.2K and bringing the position to 6,351 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #204.

Falcon Wealth Planning first reported a position in VZ in Q3 2021 and has held it in 4 quarters since. 3,140 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Falcon Wealth Planning held 6,351 shares of Verizon worth $269K as of Q2 2026.
Falcon Wealth Planning bought 1,540 Verizon shares in Q2 2026, an estimated $72.2K.
Verizon made up 0.02% of Falcon Wealth Planning's portfolio in Q2 2026, its #204 holding.
Falcon Wealth Planning first reported a position in Verizon in Q3 2021 and has held it in 4 quarters since.
3,140 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.