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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
Q2 		$9.94M 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 		$9.68M 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 		$9.79M 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 		$9.58M Buy
188,847
+11,668
+7% +$590K 3.37% 5
2022
Q1 		$9.03M 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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

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

Keystone Financial Planning reduced its Verizon (VZ) stake by 1.7% in Q2 2026, selling an estimated $193K and leaving 234,873 shares worth $9.94M. The position accounts for 2.56% of the portfolio, ranked #8.

Keystone Financial Planning first reported a position in VZ in Q4 2013 and has held it in 26 quarters since. The position peaked at $12M in Q1 2026. 568 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Keystone Financial Planning held 234,873 shares of Verizon worth $9.94M as of Q2 2026.
  • Keystone Financial Planning sold 4,124 Verizon shares in Q2 2026, an estimated $193K.
  • Verizon made up 2.56% of Keystone Financial Planning's portfolio in Q2 2026, its #8 holding.
  • Keystone Financial Planning first reported a position in Verizon in Q4 2013 and has held it in 26 quarters since.
  • Keystone Financial Planning's Verizon position peaked at $12M in Q1 2026.
  • 568 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Keystone Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.