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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
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 $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

WealthPlan Investment Management's VZ Position: Q1 2026 in Review

WealthPlan Investment Management reduced its Verizon (VZ) stake by 9.1% in Q1 2026, selling an estimated $689K and leaving 147,635 shares worth $7.41M. The position accounts for 0.41% of the portfolio, ranked #61.

WealthPlan Investment Management first reported a position in VZ in Q1 2022 and has held it in 16 quarters since. The position peaked at $13.5M in Q4 2022. 3,261 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • WealthPlan Investment Management held 147,635 shares of Verizon worth $7.41M as of Q1 2026.
  • WealthPlan Investment Management sold 14,862 Verizon shares in Q1 2026, an estimated $689K.
  • Verizon made up 0.41% of WealthPlan Investment Management's portfolio in Q1 2026, its #61 holding.
  • WealthPlan Investment Management first reported a position in Verizon in Q1 2022 and has held it in 16 quarters since.
  • WealthPlan Investment Management's Verizon position peaked at $13.5M in Q4 2022.
  • 3,261 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.