Mark Sheptoff Financial Planning’s Verizon VZ Stock Holding History

Mark Sheptoff 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 Q1	$33.1K	Sell	700 -977	-58%	-$45.3K	0.02%	218
2025 Q4	$68.3K	Hold	1,677	–	–	0.03%	177
2025 Q3	$73.7K	Sell	1,677 -55	-3%	-$2.38K	0.04%	168
2025 Q2	$74.9K	Buy	1,732 +55	+3%	+$2.38K	0.04%	151
2025 Q1	$76.1K	Hold	1,677	–	–	0.04%	140
2024 Q4	$67.1K	Sell	1,677 -500	-23%	-$21.1K	0.04%	154
2024 Q3	$97.8K	Hold	2,177	–	–	0.05%	131
2024 Q2	$89.8K	Sell	2,177 -4,200	-66%	-$169K	0.05%	143
2024 Q1	$268K	Buy	6,377 +4,550	+249%	+$184K	0.15%	81
2023 Q4	$68.9K	Hold	1,827	–	–	0.04%	140
2023 Q3	$59.2K	Sell	1,827 -124	-6%	-$4.19K	0.04%	136
2023 Q2	$72.6K	Sell	1,951 -19,837	-91%	-$734K	0.04%	133
2023 Q1	$847K	Buy	21,788 +5,550	+34%	+$219K	0.49%	38
2022 Q4	$640K	Sell	16,238 -312	-2%	-$11.8K	0.38%	47
2022 Q3	$628K	Sell	16,550 -6,594	-28%	-$294K	0.38%	46
2022 Q2	$1.18M	Buy	23,144 +2,750	+13%	+$139K	0.68%	33
2022 Q1	$1.04M	Buy	20,394 +242	+1%	+$12.8K	0.52%	39
2021 Q4	$1.05M	Buy	20,152 +364	+2%	+$19K	0.5%	36
2021 Q3	$1.07M	Buy	19,788 +1,924	+11%	+$106K	0.59%	33
2021 Q2	$1M	Buy	17,864 +132	+0.7%	+$7.58K	0.54%	36
2021 Q1	$1.03M	Sell	17,732 -1,100	-6%	-$62.1K	0.59%	32
2020 Q4	$1.11M	Sell	18,832 -1,160	-6%	-$68.9K	0.63%	34
2020 Q3	$1.19M	Sell	19,992 -1,003	-5%	-$58.3K	0.73%	33
2020 Q2	$1.16M	Sell	20,995 -188	-0.9%	-$10.6K	0.75%	34
2020 Q1	$1.14M	Sell	21,183 -580	-3%	-$33.2K	0.86%	29
2019 Q4	$1.34M	Sell	21,763 -300	-1%	-$18.1K	0.84%	31
2019 Q3	$1.33M	Sell	22,063 -170	-0.8%	-$9.79K	0.9%	31
2019 Q2	$1.27M	Sell	22,233 -120	-0.5%	-$6.91K	0.87%	31
2019 Q1	$1.32M	Buy	22,353 +82	+0.4%	+$4.64K	0.95%	28
2018 Q4	$1.25M	Buy	22,271 +1,600	+8%	+$90.8K	1.04%	26
2018 Q3	$1.1M	Buy	20,671 +130	+0.6%	+$6.88K	0.76%	36
2018 Q2	$1.03M	Sell	20,541 -250	-1%	-$12.1K	0.76%	33
2018 Q1	$994K	Sell	20,791 -316	-1%	-$15.9K	0.69%	41
2017 Q4	$1.12M	Sell	21,107 -7,400	-26%	-$364K	0.73%	37
2017 Q3	$1.41M	Sell	28,507 -19,201	-40%	-$903K	0.95%	29
2017 Q2	$2.13M	Sell	47,708 -22,391	-32%	-$1.04M	1.46%	17
2017 Q1	$3.42M	Buy	70,099 +428	+0.6%	+$21.5K	2.44%	9
2016 Q4	$3.72M	Buy	69,671 +106	+0.2%	+$5.3K	2.76%	8
2016 Q3	$3.62M	Buy	69,565 +3,329	+5%	+$179K	2.69%	8
2016 Q2	$3.7M	Buy	66,236 +2,122	+3%	+$110K	2.76%	8
2016 Q1	$3.47M	Buy	64,114 +3,572	+6%	+$179K	2.82%	7
2015 Q4	$2.8M	Buy	60,542 +2,308	+4%	+$105K	2.27%	9
2015 Q3	$2.53M	Buy	58,234 +3,446	+6%	+$159K	2.22%	10
2015 Q2	$2.55M	Buy	54,788 +908	+2%	+$44.4K	2.06%	11
2015 Q1	$2.62M	Sell	53,880 -1,605	-3%	-$77.5K	2.19%	11
2014 Q4	$2.6M	Sell	55,485 -1,226	-2%	-$60K	2.3%	11
2014 Q3	$2.83M	Buy	56,711 +10,843	+24%	+$539K	2.51%	7
2014 Q2	$2.24M	Buy	45,868 +8,662	+23%	+$420K	1.92%	12
2014 Q1	$1.77M	Buy	+37,206	New	+$1.76M	1.57%	16

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

Mark Sheptoff Financial Planning's VZ Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its Verizon (VZ) stake by 58% in Q1 2026, selling an estimated $45.3K and leaving 700 shares worth $33.1K. The position accounts for 0.02% of the portfolio, ranked #218.

Mark Sheptoff Financial Planning first reported a position in VZ in Q1 2014 and has held it in 49 quarters since. The position peaked at $3.72M in Q4 2016. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Mark Sheptoff Financial Planning held 700 shares of Verizon worth $33.1K as of Q1 2026.
Mark Sheptoff Financial Planning sold 977 Verizon shares in Q1 2026, an estimated $45.3K.
Verizon made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #218 holding.
Mark Sheptoff Financial Planning first reported a position in Verizon in Q1 2014 and has held it in 49 quarters since.
Mark Sheptoff Financial Planning's Verizon position peaked at $3.72M in Q4 2016.
3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.