Kapstone Financial Advisors’s Verizon VZ Stock Holding History

Kapstone Financial Advisors’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	$296K	Hold	5,901	–	–	0.15%	98
2025 Q4	$240K	Sell	5,901 -776	-12%	-$31.5K	0.12%	104
2025 Q3	$293K	Sell	6,677 -353	-5%	-$15.3K	0.14%	80
2025 Q2	$304K	Sell	7,030 -319	-4%	-$13.8K	0.15%	79
2025 Q1	$333K	Hold	7,349	–	–	0.19%	71
2024 Q4	$296K	Sell	7,349 -400	-5%	-$16.9K	0.16%	79
2024 Q3	$348K	Hold	7,749	–	–	0.21%	71
2024 Q2	$320K	Sell	7,749 -668	-8%	-$26.9K	0.21%	75
2024 Q1	$353K	Sell	8,417 -594	-7%	-$24K	0.24%	74
2023 Q4	$381K	Sell	9,011 -1,265	-12%	-$44.8K	0.3%	67
2023 Q3	$333K	Sell	10,276 -2,069	-17%	-$69.9K	0.3%	63
2023 Q2	$413K	Sell	12,345 -1,460	-11%	-$54K	0.34%	61
2023 Q1	$543K	Hold	13,805	–	–	0.49%	45
2022 Q4	$577K	Buy	+13,805	New	+$520K	0.53%	42

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

Kapstone Financial Advisors's VZ Position: Q1 2026 in Review

Kapstone Financial Advisors held its Verizon (VZ) position steady in Q1 2026 at 5,901 shares worth $296K. The position accounts for 0.15% of the portfolio, ranked #98.

Kapstone Financial Advisors first reported a position in VZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $577K in Q4 2022. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Kapstone Financial Advisors held 5,901 shares of Verizon worth $296K as of Q1 2026.
Kapstone Financial Advisors left its Verizon share count unchanged in Q1 2026.
Verizon made up 0.15% of Kapstone Financial Advisors's portfolio in Q1 2026, its #98 holding.
Kapstone Financial Advisors first reported a position in Verizon in Q4 2022 and has held it in 14 quarters since.
Kapstone Financial Advisors's Verizon position peaked at $577K in Q4 2022.
3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.