Goldstone Financial Group’s Verizon VZ Stock Holding History

Goldstone Financial Group’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	$694K	Sell	13,834 -3,615	-21%	-$168K	0.08%	144
2025 Q4	$711K	Buy	17,449 +1,270	+8%	+$51.5K	0.08%	140
2025 Q3	$711K	Buy	16,179 +1,429	+10%	+$61.9K	0.08%	139
2025 Q2	$642K	Buy	14,750 +1,655	+13%	+$71.7K	0.08%	137
2025 Q1	$594K	Buy	13,095 +1,220	+10%	+$50.8K	0.09%	122
2024 Q4	$475K	Buy	11,875 +1,876	+19%	+$79.1K	0.07%	130
2024 Q3	$449K	Sell	9,999 -185	-2%	-$7.72K	0.08%	128
2024 Q2	$420K	Buy	10,184 +2,322	+30%	+$93.6K	0.08%	117
2024 Q1	$330K	Buy	7,862 +273	+4%	+$11K	0.08%	119
2023 Q4	$286K	Buy	7,589 +448	+6%	+$15.9K	0.07%	126
2023 Q3	$231K	Sell	7,141 -888	-11%	-$30K	0.07%	137
2023 Q2	$299K	Buy	8,029 +519	+7%	+$19.2K	0.09%	120
2023 Q1	$292K	Buy	+7,510	New	+$296K	0.1%	116

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

Goldstone Financial Group's VZ Position: Q1 2026 in Review

Goldstone Financial Group reduced its Verizon (VZ) stake by 21% in Q1 2026, selling an estimated $168K and leaving 13,834 shares worth $694K. The position accounts for 0.08% of the portfolio, ranked #144.

Goldstone Financial Group first reported a position in VZ in Q1 2023 and has held it in 13 quarters since. The position peaked at $711K in Q3 2025. 3,263 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Goldstone Financial Group held 13,834 shares of Verizon worth $694K as of Q1 2026.
Goldstone Financial Group sold 3,615 Verizon shares in Q1 2026, an estimated $168K.
Verizon made up 0.08% of Goldstone Financial Group's portfolio in Q1 2026, its #144 holding.
Goldstone Financial Group first reported a position in Verizon in Q1 2023 and has held it in 13 quarters since.
Goldstone Financial Group's Verizon position peaked at $711K in Q3 2025.
3,263 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.