Retirement Guys Formula’s Verizon VZ Stock Holding History

Retirement Guys Formula’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	$502K	Sell	10,004 -20,966	-68%	-$972K	0.23%	96
2025 Q4	$1.26M	Sell	30,970 -1,747	-5%	-$70.9K	0.58%	68
2025 Q3	$1.43M	Buy	32,717 +1,082	+3%	+$46.8K	0.5%	61
2025 Q2	$1.37M	Buy	31,635 +3,966	+14%	+$172K	0.52%	69
2025 Q1	$1.25M	Buy	27,669 +22,537	+439%	+$938K	0.62%	66
2024 Q4	$205K	Sell	5,132 -59	-1%	-$2.49K	0.1%	130
2024 Q3	$233K	Sell	5,191 -129	-2%	-$5.38K	0.11%	116
2024 Q2	$219K	Buy	+5,320	New	+$214K	0.11%	120

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

Retirement Guys Formula's VZ Position: Q1 2026 in Review

Retirement Guys Formula reduced its Verizon (VZ) stake by 68% in Q1 2026, selling an estimated $972K and leaving 10,004 shares worth $502K. The position accounts for 0.23% of the portfolio, ranked #96.

Retirement Guys Formula first reported a position in VZ in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.43M in Q3 2025. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Retirement Guys Formula held 10,004 shares of Verizon worth $502K as of Q1 2026.
Retirement Guys Formula sold 20,966 Verizon shares in Q1 2026, an estimated $972K.
Verizon made up 0.23% of Retirement Guys Formula's portfolio in Q1 2026, its #96 holding.
Retirement Guys Formula first reported a position in Verizon in Q2 2024 and has held it in 8 quarters since.
Retirement Guys Formula's Verizon position peaked at $1.43M in Q3 2025.
3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.