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Kerr Financial Planning’s Verizon VZ Stock Holding History

Kerr Financial 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 		$33.4K Buy
789
+4
+0.5% +$188 0.04% 219
2026
Q1 		$36.8K Sell
785
-14
-2% -$649 0.03% 205
2025
Q4 		$37.7K Buy
799
+504
+171% +$20.4K 0.05% 205
2025
Q3 		$12.1K Buy
+295
New +$12.8K 0.02% 326

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kerr Financial Planning's VZ Position: Q2 2026 in Review

Kerr Financial Planning increased its Verizon (VZ) stake by 0.51% in Q2 2026, buying an estimated $188 and bringing the position to 789 shares worth $33.4K. The position accounts for 0.04% of the portfolio, ranked #219.

Kerr Financial Planning first reported a position in VZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $37.7K in Q4 2025. 3,132 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Kerr Financial Planning held 789 shares of Verizon worth $33.4K as of Q2 2026.
  • Kerr Financial Planning bought 4 Verizon shares in Q2 2026, an estimated $188.
  • Verizon made up 0.04% of Kerr Financial Planning's portfolio in Q2 2026, its #219 holding.
  • Kerr Financial Planning first reported a position in Verizon in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Verizon position peaked at $37.7K in Q4 2025.
  • 3,132 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.