Total Wealth Planning & Management’s Verizon VZ Stock Holding History

Total Wealth Planning & 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	$1.59M	Buy	31,586 +3,417	+12%	+$158K	1.17%	11
2025 Q4	$1.15M	Buy	+28,169	New	+$1.14M	0.85%	27
2025 Q2	$1.13M	Sell	26,213 -166	-0.6%	-$7.19K	0.92%	22
2025 Q1	$1.2M	Buy	26,379 +3,487	+15%	+$145K	1.13%	18
2024 Q4	$915K	Buy	+22,892	New	+$966K	0.83%	24

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

Total Wealth Planning & Management's VZ Position: Q1 2026 in Review

Total Wealth Planning & Management increased its Verizon (VZ) stake by 12% in Q1 2026, buying an estimated $158K and bringing the position to 31,586 shares worth $1.59M. The position accounts for 1.17% of the portfolio, ranked #11.

Total Wealth Planning & Management first reported a position in VZ in Q4 2024 and has held it in 5 quarters since. 3,259 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Total Wealth Planning & Management held 31,586 shares of Verizon worth $1.59M as of Q1 2026.
Total Wealth Planning & Management bought 3,417 Verizon shares in Q1 2026, an estimated $158K.
Verizon made up 1.17% of Total Wealth Planning & Management's portfolio in Q1 2026, its #11 holding.
Total Wealth Planning & Management first reported a position in Verizon in Q4 2024 and has held it in 5 quarters since.
3,259 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.