Keystone Financial Planning
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Keystone Financial Planning’s Verizon VZ Stock Holding History

Keystone 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
Q3 		$10.7M Sell
232,816
-2,057
-0.9% -$96.8K 2.64% 7
2026
Q2 		$9.9M Sell
234,873
-4,124
-2% -$193K 2.56% 8
2026
Q1 		$12M Buy
238,997
+1,253
+0.5% +$58.1K 3.2% 2
2025
Q4 		$9.7M Sell
237,744
-6,745
-3% -$274K 2.81% 7
2025
Q3 		$10.7M Sell
244,489
-1,328
-0.5% -$57.5K 3.12% 5
2025
Q2 		$10.6M Sell
245,817
-1,142
-0.5% -$49.5K 3.22% 3
2025
Q1 		$11.2M Buy
246,959
+2,201
+0.9% +$91.6K 3.34% 2
2024
Q4 		$9.8M Buy
244,758
+744
+0.3% +$31.4K 3.04% 4
2024
Q3 		$11M Buy
244,014
+1,128
+0.5% +$47.1K 3.32% 3
2024
Q2 		$10M Buy
242,886
+804
+0.3% +$32.4K 3.31% 3
2024
Q1 		$10.2M Sell
242,082
-6,846
-3% -$276K 3.29% 4
2023
Q4 		$9.38M Hold
248,928
– – 3.1% 3
2023
Q3 		$8.07M Buy
248,928
+12,674
+5% +$428K 2.82% 4
2023
Q2 		$8.79M Buy
236,254
+6,201
+3% +$230K 2.94% 3
2023
Q1 		$8.95M Buy
230,053
+3,649
+2% +$144K 3.04% 3
2022
Q4 		$8.92M Buy
226,404
+18,174
+9% +$685K 3.01% 4
2022
Q3 		$7.91M Buy
208,230
+19,383
+10% +$863K 3.04% 4
2022
Q2 		$9.6M Buy
188,847
+11,668
+7% +$590K 3.37% 5
2022
Q1 		$9.02M Buy
177,179
+4,897
+3% +$259K 3.02% 5
2021
Q4 		$8.95M Buy
172,282
+20,443
+13% +$1.07M 3.05% 7
2021
Q3 		$8.2M Buy
151,839
+7,446
+5% +$412K 2.98% 11
2021
Q2 		$8.09M Buy
144,393
+4,352
+3% +$250K 2.93% 12
2021
Q1 		$8.14M Buy
140,041
+2,856
+2% +$161K 3.04% 10
2020
Q4 		$8.06M Buy
137,185
+4,787
+4% +$284K 3.34% 8
2020
Q3 		$7.88M Buy
132,398
+11,841
+10% +$688K 3.81% 3
2020
Q2 		$6.65M Buy
+120,557
New +$6.78M 3.28% 15
2014
Q1 		– Sell
-610
Closed -$30K – 86
2013
Q4 		$30K Buy
+610
New +$30K 0.02% 69

Other funds holding VZ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Keystone Financial Planning's VZ Position: Q3 2026 in Review

Keystone Financial Planning reduced its Verizon (VZ) stake by 0.88% in Q3 2026, selling an estimated $96.8K and leaving 232,816 shares worth $10.7M. The position accounts for 2.64% of the portfolio, ranked #7.

Keystone Financial Planning first reported a position in VZ in Q4 2013 and has held it in 27 quarters since. The position peaked at $12M in Q1 2026. 1,955 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Keystone Financial Planning held 232,816 shares of Verizon worth $10.7M as of Q3 2026.
  • Keystone Financial Planning sold 2,057 Verizon shares in Q3 2026, an estimated $96.8K.
  • Verizon made up 2.64% of Keystone Financial Planning's portfolio in Q3 2026, its #7 holding.
  • Keystone Financial Planning first reported a position in Verizon in Q4 2013 and has held it in 27 quarters since.
  • Keystone Financial Planning's Verizon position peaked at $12M in Q1 2026.
  • 1,955 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Keystone Financial Planning's 13F filing for Q3 2026, filed 8 Oct 2026.