St. Louis Financial Planners Asset Management’s Verizon VZ Stock Holding History

St. Louis Financial Planners Asset Management’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	–	Sell	-91,015	Closed	-$3.71M	–	52
2025 Q4	$3.71M	Buy	91,015 +23,843	+35%	+$967K	2.28%	12
2025 Q3	$2.95M	Buy	67,172 +20,792	+45%	+$900K	1.9%	19
2025 Q2	$2.01M	Sell	46,380 -18,305	-28%	-$793K	1.53%	28
2025 Q1	$2.93M	Buy	+64,685	New	+$2.69M	2.19%	10
2024 Q4	–	Sell	-50,923	Closed	-$2.25M	–	39
2024 Q3	$2.25M	Sell	50,923 -781	-2%	-$32.6K	1.79%	15
2024 Q2	$2.16M	Buy	51,704 +4,672	+10%	+$188K	1.86%	13
2024 Q1	$2.01M	Buy	+47,032	New	+$1.9M	1.81%	15
2023 Q3	–	Sell	-44,005	Closed	-$1.64M	–	35
2023 Q2	$1.64M	Sell	44,005 -807	-2%	-$29.9K	1.64%	25
2023 Q1	$1.74M	Sell	44,812 -11,287	-20%	-$445K	1.98%	15
2022 Q4	$2.21M	Buy	+56,099	New	+$2.11M	2.16%	2

Other funds holding VZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

St. Louis Financial Planners Asset Management's VZ Position: Q1 2026 in Review

St. Louis Financial Planners Asset Management sold out of Verizon (VZ) in Q1 2026, closing a stake of 91,015 shares — an estimated $3.71M sold.

St. Louis Financial Planners Asset Management first reported a position in VZ in Q4 2022 and held it in 10 quarters. The position peaked at $3.71M in Q4 2025. 3,274 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

St. Louis Financial Planners Asset Management reported no remaining Verizon position as of Q1 2026 after selling out during the quarter.
St. Louis Financial Planners Asset Management sold 91,015 Verizon shares in Q1 2026, an estimated $3.71M.
St. Louis Financial Planners Asset Management first reported a position in Verizon in Q4 2022 and held it in 10 quarters.
St. Louis Financial Planners Asset Management's Verizon position peaked at $3.71M in Q4 2025.
3,274 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on St. Louis Financial Planners Asset Management's 13F filing for Q1 2026, filed 7 Apr 2026.