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Personal CFO Solutions’s Verizon VZ Stock Holding History

Personal CFO Solutions’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 		$3.36M Sell
67,015
-808
-1% -$37.4K 0.47% 35
2025
Q4 		$2.76M Buy
67,823
+190
+0.3% +$7.71K 0.44% 35
2025
Q3 		$2.97M Sell
67,633
-5,999
-8% -$260K 0.52% 32
2025
Q2 		$3.19M Buy
73,632
+819
+1% +$35.5K 0.59% 28
2025
Q1 		$3.3M Sell
72,813
-2,370
-3% -$98.7K 0.67% 22
2024
Q4 		$3.01M Buy
75,183
+941
+1% +$39.7K 0.59% 24
2024
Q3 		$3.33M Buy
74,242
+8,451
+13% +$353K 0.47% 45
2024
Q2 		$2.71M Buy
65,791
+12,010
+22% +$484K 0.42% 47
2024
Q1 		$2.26M Buy
53,781
+4,865
+10% +$196K 0.35% 53
2023
Q4 		$1.84M Sell
48,916
-11,768
-19% -$416K 0.32% 56
2023
Q3 		$1.97M Sell
60,684
-291
-0.5% -$9.83K 0.39% 55
2023
Q2 		$2.27M Buy
60,975
+5,370
+10% +$199K 0.46% 44
2023
Q1 		$2.16M Sell
55,605
-8,734
-14% -$344K 0.45% 46
2022
Q4 		$2.53M Buy
64,339
+7,530
+13% +$284K 0.54% 35
2022
Q3 		$2.16M Sell
56,809
-30,707
-35% -$1.37M 0.54% 39
2022
Q2 		$4.44M Sell
87,516
-509
-0.6% -$25.7K 1.04% 21
2022
Q1 		$4.48M Buy
88,025
+7,053
+9% +$374K 0.88% 23
2021
Q4 		$4.21M Buy
80,972
+2,860
+4% +$149K 0.79% 24
2021
Q3 		$4.22M Buy
78,112
+36
+0% +$1.99K 0.86% 22
2021
Q2 		$4.38M Buy
78,076
+621
+0.8% +$35.6K 0.9% 22
2021
Q1 		$4.5M Buy
77,455
+2,734
+4% +$154K 0.97% 20
2020
Q4 		$4.39M Buy
74,721
+2,894
+4% +$172K 1.09% 18
2020
Q3 		$4K Sell
71,827
-457
-0.6% -$26.6K 1.33% 21
2020
Q2 		$3.98M Buy
72,284
+4,642
+7% +$261K 1.18% 14
2020
Q1 		$3.63M Buy
67,642
+9,184
+16% +$525K 1.31% 11
2019
Q4 		$3.59M Sell
58,458
-107
-0.2% -$6.45K 1.03% 16
2019
Q3 		$3.54M Buy
+58,565
New +$3.37M 1.41% 11

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

Personal CFO Solutions's VZ Position: Q1 2026 in Review

Personal CFO Solutions reduced its Verizon (VZ) stake by 1.2% in Q1 2026, selling an estimated $37.4K and leaving 67,015 shares worth $3.36M. The position accounts for 0.47% of the portfolio, ranked #35.

Personal CFO Solutions first reported a position in VZ in Q3 2019 and has held it in 27 quarters since. The position peaked at $4.5M in Q1 2021. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Personal CFO Solutions held 67,015 shares of Verizon worth $3.36M as of Q1 2026.
  • Personal CFO Solutions sold 808 Verizon shares in Q1 2026, an estimated $37.4K.
  • Verizon made up 0.47% of Personal CFO Solutions's portfolio in Q1 2026, its #35 holding.
  • Personal CFO Solutions first reported a position in Verizon in Q3 2019 and has held it in 27 quarters since.
  • Personal CFO Solutions's Verizon position peaked at $4.5M in Q1 2021.
  • 3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.