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Strategic Planning Inc’s Verizon VZ Stock Holding History

Strategic Planning Inc’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 		$5.71M Buy
+113,705
New +$5.27M 2.86% 10

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

Strategic Planning Inc's VZ Position: Q1 2026 in Review

Strategic Planning Inc opened a new position in Verizon (VZ) in Q1 2026: 113,705 shares worth $5.71M. The stake represents 2.86% of the portfolio and ranks #10 among its holdings.

3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Strategic Planning Inc held 113,705 shares of Verizon worth $5.71M as of Q1 2026.
  • Verizon was a new Strategic Planning Inc position in Q1 2026.
  • Verizon made up 2.86% of Strategic Planning Inc's portfolio in Q1 2026, its #10 holding.
  • 3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.