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Phillips Wealth Planners’s Verizon VZ Stock Holding History

Phillips Wealth Planners’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 		$613K Buy
12,980
+1,332
+11% +$61.7K 0.46% 66
2025
Q4 		$457K Sell
11,648
-3,053
-21% -$124K 0.37% 88
2025
Q3 		$609K Buy
14,701
+561
+4% +$24.3K 0.51% 62
2025
Q2 		$609K Buy
14,140
+374
+3% +$16.2K 0.55% 59
2025
Q1 		$602K Sell
13,766
-162
-1% -$6.74K 0.64% 51
2024
Q4 		$527K Sell
13,928
-1,342
-9% -$56.6K 0.53% 59
2024
Q3 		$671K Buy
15,270
+441
+3% +$18.4K 0.64% 38
2024
Q2 		$609K Buy
14,829
+1,675
+13% +$67.5K 0.64% 39
2024
Q1 		$523K Buy
13,154
+3,804
+41% +$153K 0.6% 48
2023
Q4 		$364K Sell
9,350
-3,377
-27% -$119K 0.44% 81
2023
Q3 		$402K Sell
12,727
-8,604
-40% -$291K 0.54% 65
2023
Q2 		$793K Sell
21,331
-1,179
-5% -$43.6K 1.04% 24
2023
Q1 		$871K Sell
22,510
-747
-3% -$29.5K 1.15% 23
2022
Q4 		$938K Buy
+23,257
New +$876K 1.64% 18

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

Phillips Wealth Planners's VZ Position: Q1 2026 in Review

Phillips Wealth Planners increased its Verizon (VZ) stake by 11% in Q1 2026, buying an estimated $61.7K and bringing the position to 12,980 shares worth $613K. The position accounts for 0.46% of the portfolio, ranked #66.

Phillips Wealth Planners first reported a position in VZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $938K in Q4 2022. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Phillips Wealth Planners held 12,980 shares of Verizon worth $613K as of Q1 2026.
  • Phillips Wealth Planners bought 1,332 Verizon shares in Q1 2026, an estimated $61.7K.
  • Verizon made up 0.46% of Phillips Wealth Planners's portfolio in Q1 2026, its #66 holding.
  • Phillips Wealth Planners first reported a position in Verizon in Q4 2022 and has held it in 14 quarters since.
  • Phillips Wealth Planners's Verizon position peaked at $938K in Q4 2022.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.