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PDS Planning’s Verizon VZ Stock Holding History

PDS 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 		$1.04M Buy
20,634
+580
+3% +$26.9K 0.07% 133
2025
Q4 		$817K Sell
20,054
-1,123
-5% -$45.5K 0.05% 172
2025
Q3 		$931K Sell
21,177
-1,115
-5% -$48.3K 0.06% 139
2025
Q2 		$965K Buy
22,292
+3,435
+18% +$149K 0.07% 132
2025
Q1 		$855K Buy
18,857
+1,974
+12% +$82.2K 0.07% 122
2024
Q4 		$675K Sell
16,883
-2,680
-14% -$113K 0.06% 143
2024
Q3 		$879K Buy
19,563
+2,961
+18% +$124K 0.08% 113
2024
Q2 		$685K Buy
16,602
+1,793
+12% +$72.3K 0.07% 119
2024
Q1 		$621K Buy
14,809
+1,898
+15% +$76.6K 0.07% 134
2023
Q4 		$487K Buy
12,911
+1,986
+18% +$70.3K 0.06% 149
2023
Q3 		$354K Sell
10,925
-3,878
-26% -$131K 0.05% 189
2023
Q2 		$551K Sell
14,803
-1,847
-11% -$68.4K 0.07% 118
2023
Q1 		$648K Buy
16,650
+4,885
+42% +$193K 0.09% 98
2022
Q4 		$464K Sell
11,765
-1,611
-12% -$60.7K 0.07% 104
2022
Q3 		$508K Sell
13,376
-411
-3% -$18.3K 0.09% 88
2022
Q2 		$700K Buy
13,787
+1,252
+10% +$63.3K 0.13% 77
2022
Q1 		$639K Buy
12,535
+2,356
+23% +$125K 0.11% 82
2021
Q4 		$529K Sell
10,179
-3,026
-23% -$158K 0.1% 89
2021
Q3 		$713K Sell
13,205
-1,159
-8% -$64.1K 0.16% 66
2021
Q2 		$805K Buy
14,364
+3,856
+37% +$221K 0.2% 59
2021
Q1 		$611K Buy
10,508
+741
+8% +$41.8K 0.18% 65
2020
Q4 		$574K Buy
9,767
+349
+4% +$20.7K 0.2% 66
2020
Q3 		$560K Buy
9,418
+132
+1% +$7.67K 0.23% 61
2020
Q2 		$512K Buy
9,286
+2,894
+45% +$163K 0.23% 60
2020
Q1 		$343K Sell
6,392
-7
-0.1% -$401 0.22% 62
2019
Q4 		$393K Sell
6,399
-86
-1% -$5.19K 0.25% 62
2019
Q3 		$391K Buy
6,485
+1,183
+22% +$68.1K 0.27% 58
2019
Q2 		$303K Sell
5,302
-922
-15% -$53.1K 0.23% 64
2019
Q1 		$368K Buy
6,224
+138
+2% +$7.82K 0.29% 56
2018
Q4 		$342K Sell
6,086
-242
-4% -$13.7K 0.29% 54
2018
Q3 		$338K Buy
6,328
+676
+12% +$35.8K 0.29% 54
2018
Q2 		$284K Buy
5,652
+24
+0.4% +$1.16K 0.28% 55
2018
Q1 		$269K Sell
5,628
-13
-0.2% -$653 0.27% 52
2017
Q4 		$299K Buy
+5,641
New +$277K 0.3% 52

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PDS Planning's VZ Position: Q1 2026 in Review

PDS Planning increased its Verizon (VZ) stake by 2.9% in Q1 2026, buying an estimated $26.9K and bringing the position to 20,634 shares worth $1.04M. The position accounts for 0.07% of the portfolio, ranked #133.

PDS Planning first reported a position in VZ in Q4 2017 and has held it in 34 quarters since. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • PDS Planning held 20,634 shares of Verizon worth $1.04M as of Q1 2026.
  • PDS Planning bought 580 Verizon shares in Q1 2026, an estimated $26.9K.
  • Verizon made up 0.07% of PDS Planning's portfolio in Q1 2026, its #133 holding.
  • PDS Planning first reported a position in Verizon in Q4 2017 and has held it in 34 quarters since.
  • 3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.