Retirement Planning Group (Kansas)’s Verizon VZ Stock Holding History

Retirement Planning Group (Kansas)’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	$1.5M	Buy	29,815 +2,359	+9%	+$109K	0.05%	167
2025 Q4	$1.12M	Sell	27,456 -670	-2%	-$27.2K	0.04%	179
2025 Q3	$1.24M	Buy	28,126 +3,317	+13%	+$144K	0.04%	160
2025 Q2	$1.07M	Sell	24,809 -4,013	-14%	-$174K	0.05%	139
2025 Q1	$1.31M	Sell	28,822 -52	-0.2%	-$2.17K	0.06%	109
2024 Q4	$1.15M	Sell	28,874 -344	-1%	-$14.5K	0.06%	115
2024 Q3	$1.31M	Buy	29,218 +8,580	+42%	+$358K	0.07%	107
2024 Q2	$851K	Sell	20,638 -3,079	-13%	-$124K	0.05%	115
2024 Q1	$987K	Buy	+23,717	New	+$957K	0.08%	100
2022 Q3	–	Sell	-3,933	Closed	-$200K	–	139
2022 Q2	$200K	Sell	3,933 -525	-12%	-$26.6K	0.02%	109
2022 Q1	$227K	Hold	4,458	–	–	0.02%	99
2021 Q4	$232K	Sell	4,458 -695	-13%	-$36.3K	0.02%	98
2021 Q3	$278K	Buy	+5,153	New	+$285K	0.03%	76
2014 Q1	–	Sell	-4,344	Closed	-$213K	–	72
2013 Q4	$213K	Sell	4,344 -1,040	-19%	-$51.1K	0.08%	67
2013 Q3	$251K	Buy	5,384 +311	+6%	+$15.2K	0.09%	70
2013 Q2	$255K	Buy	+5,073	New	+$259K	0.1%	69

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 Planning Group (Kansas)'s VZ Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its Verizon (VZ) stake by 8.6% in Q1 2026, buying an estimated $109K and bringing the position to 29,815 shares worth $1.5M. The position accounts for 0.05% of the portfolio, ranked #167.

Retirement Planning Group (Kansas) first reported a position in VZ in Q2 2013 and has held it in 16 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Retirement Planning Group (Kansas) held 29,815 shares of Verizon worth $1.5M as of Q1 2026.
Retirement Planning Group (Kansas) bought 2,359 Verizon shares in Q1 2026, an estimated $109K.
Verizon made up 0.05% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #167 holding.
Retirement Planning Group (Kansas) first reported a position in Verizon in Q2 2013 and has held it in 16 quarters since.
3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.