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WealthPlan Investment Management’s Verizon VZ Stock Holding History

WealthPlan Investment 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
Q2 		$5.16M Sell
121,780
-25,855
-18% -$1.21M 0.26% 86
2026
Q1 		$7.41M Sell
147,635
-14,862
-9% -$689K 0.41% 61
2025
Q4 		$6.62M Sell
162,497
-68,585
-30% -$2.78M 0.42% 67
2025
Q3 		$10.2M Sell
231,082
-5,335
-2% -$231K 0.67% 55
2025
Q2 		$10.2M Buy
236,417
+25,527
+12% +$1.11M 0.74% 47
2025
Q1 		$9.57M Sell
210,890
-3,185
-1% -$133K 0.94% 35
2024
Q4 		$8.56M Sell
214,075
-2,198
-1% -$92.7K 0.85% 39
2024
Q3 		$9.71M Sell
216,273
-372
-0.2% -$15.5K 0.98% 36
2024
Q2 		$8.93M Buy
216,645
+9,251
+4% +$373K 1.35% 26
2024
Q1 		$8.7M Buy
207,394
+9,707
+5% +$392K 1.33% 29
2023
Q4 		$7.45M Sell
197,687
-50,298
-20% -$1.78M 1.19% 32
2023
Q3 		$8.04M Buy
247,985
+129,758
+110% +$4.38M 1.42% 26
2023
Q2 		$4.4M Sell
118,227
-86,098
-42% -$3.19M 1.31% 33
2023
Q1 		$7.95M Sell
204,325
-129,338
-39% -$5.1M 1.37% 30
2022
Q4 		$13.5M Buy
333,663
+83,733
+34% +$3.15M 0.94% 40
2022
Q3 		$9.29M Buy
+249,930
New +$11.1M 0.68% 53
2022
Q1 		$9.58M Buy
+206,864
New +$11M 0.66% 56

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthPlan Investment Management's VZ Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Verizon (VZ) stake by 18% in Q2 2026, selling an estimated $1.21M and leaving 121,780 shares worth $5.16M. The position accounts for 0.26% of the portfolio, ranked #86.

WealthPlan Investment Management first reported a position in VZ in Q1 2022 and has held it in 17 quarters since. The position peaked at $13.5M in Q4 2022. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • WealthPlan Investment Management held 121,780 shares of Verizon worth $5.16M as of Q2 2026.
  • WealthPlan Investment Management sold 25,855 Verizon shares in Q2 2026, an estimated $1.21M.
  • Verizon made up 0.26% of WealthPlan Investment Management's portfolio in Q2 2026, its #86 holding.
  • WealthPlan Investment Management first reported a position in Verizon in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's Verizon position peaked at $13.5M in Q4 2022.
  • 3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.