Pinnacle Wealth Planning Services’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $895K | Buy |
17,826
+204
| +1% | +$9.46K | 0.09% | 117 |
|
|
2025
Q4 | $718K | Sell |
17,622
-479
| -3% | -$19.4K | 0.07% | 141 |
|
|
2025
Q3 | $796K | Buy |
18,101
+1,556
| +9% | +$67.4K | 0.09% | 126 |
|
|
2025
Q2 | $716K | Sell |
16,545
-923
| -5% | -$40K | 0.09% | 133 |
|
|
2025
Q1 | $792K | Buy |
17,468
+986
| +6% | +$41K | 0.12% | 99 |
|
|
2024
Q4 | $659K | Sell |
16,482
-3,856
| -19% | -$163K | 0.1% | 124 |
|
|
2024
Q3 | $913K | Buy |
20,338
+2,119
| +12% | +$88.4K | 0.12% | 103 |
|
|
2024
Q2 | $751K | Sell |
18,219
-476
| -3% | -$19.2K | 0.11% | 121 |
|
|
2024
Q1 | $784K | Buy |
18,695
+921
| +5% | +$37.1K | 0.11% | 116 |
|
|
2023
Q4 | $670K | Buy |
17,774
+4,167
| +31% | +$147K | 0.11% | 128 |
|
|
2023
Q3 | $441K | Sell |
13,607
-8,753
| -39% | -$296K | 0.07% | 183 |
|
|
2023
Q2 | $832K | Sell |
22,360
-5,114
| -19% | -$189K | 0.13% | 103 |
|
|
2023
Q1 | $1.07M | Buy |
27,474
+5,661
| +26% | +$223K | 0.18% | 89 |
|
|
2022
Q4 | $859K | Buy |
21,813
+2,590
| +13% | +$97.6K | 0.15% | 97 |
|
|
2022
Q3 | $730K | Sell |
19,223
-7,187
| -27% | -$320K | 0.13% | 97 |
|
|
2022
Q2 | $1.34M | Buy |
26,410
+6,761
| +34% | +$342K | 0.24% | 66 |
|
|
2022
Q1 | $1M | Buy |
19,649
+9,262
| +89% | +$491K | 0.18% | 91 |
|
|
2021
Q4 | $540K | Sell |
10,387
-8,347
| -45% | -$435K | 0.11% | 145 |
|
|
2021
Q3 | $1.01M | Buy |
18,734
+550
| +3% | +$30.4K | 0.22% | 74 |
|
|
2021
Q2 | $1.02M | Sell |
18,184
-31
| -0.2% | -$1.78K | 0.24% | 73 |
|
|
2021
Q1 | $1.06M | Buy |
18,215
+1,243
| +7% | +$70.1K | 0.27% | 67 |
|
|
2020
Q4 | $997K | Buy |
16,972
+156
| +0.9% | +$9.27K | 0.24% | 63 |
|
|
2020
Q3 | $1M | Buy |
16,816
+1,060
| +7% | +$61.6K | 0.33% | 57 |
|
|
2020
Q2 | $869K | Sell |
15,756
-1,739
| -10% | -$97.8K | 0.28% | 65 |
|
|
2020
Q1 | $939K | Buy |
17,495
+1,753
| +11% | +$100K | 0.45% | 48 |
|
|
2019
Q4 | $966K | Buy |
15,742
+3,456
| +28% | +$208K | 0.45% | 44 |
|
|
2019
Q3 | $741K | Buy |
12,286
+3,461
| +39% | +$199K | 0.4% | 53 |
|
|
2019
Q2 | $504K | Buy |
8,825
+1,234
| +16% | +$71.1K | 0.3% | 63 |
|
|
2019
Q1 | $449K | Sell |
7,591
-4,238
| -36% | -$240K | 0.3% | 64 |
|
|
2018
Q4 | $665K | Buy |
11,829
+2,180
| +23% | +$124K | 0.43% | 48 |
|
|
2018
Q3 | $516K | Buy |
9,649
+119
| +1% | +$6.3K | 0.47% | 69 |
|
|
2018
Q2 | $480K | Sell |
9,530
-119
| -1% | -$5.76K | 0.47% | 69 |
|
|
2018
Q1 | $461K | Sell |
9,649
-1,534
| -14% | -$77.1K | 0.47% | 67 |
|
|
2017
Q4 | $592K | Buy |
+11,183
| New | +$550K | 1.21% | 19 |
|
Other funds holding VZ
VCM
VPM
Pinnacle Wealth Planning Services's VZ Position: Q1 2026 in Review
Pinnacle Wealth Planning Services increased its Verizon (VZ) stake by 1.2% in Q1 2026, buying an estimated $9.46K and bringing the position to 17,826 shares worth $895K. The position accounts for 0.09% of the portfolio, ranked #117.
Pinnacle Wealth Planning Services first reported a position in VZ in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.34M in Q2 2022. 3,259 funds tracked by Wall St. Rank hold VZ as of Q1 2026.
- Pinnacle Wealth Planning Services held 17,826 shares of Verizon worth $895K as of Q1 2026.
- Pinnacle Wealth Planning Services bought 204 Verizon shares in Q1 2026, an estimated $9.46K.
- Verizon made up 0.09% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #117 holding.
- Pinnacle Wealth Planning Services first reported a position in Verizon in Q4 2017 and has held it in 34 quarters since.
- Pinnacle Wealth Planning Services's Verizon position peaked at $1.34M in Q2 2022.
- 3,259 funds tracked by Wall St. Rank held Verizon as of Q1 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.