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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 		$487K Buy
9,700
+200
+2% +$9.27K 0.36% 96
2025
Q4 		$387K Buy
+9,500
New +$385K 0.29% 111
2025
Q2 		$389K Buy
9,000
+300
+3% +$13K 0.32% 117
2025
Q1 		$395K Hold
8,700
– – 0.37% 95
2024
Q4 		$348K Buy
+8,700
New +$367K 0.32% 105

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

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.