Position in VZ
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$190,338,520
+$26,736,212 QoQ
Shares Held
3,791,604
-5.6% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 58.24210545194065.ToString("F0")%
Shared 0.ToString("F0")%
None 41.75789454805934.ToString("F0")%
Common Shares in VZ Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Mar 31, 2026Capital Wealth Planning, LLC holds $250,636,671 across 5 Telecom Services names. VZ ranks #1 (75.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
This page
|
3,791,604 | $190,338,520 | |
| 2 | AMX |
America Movil Sab De Cv/
|
1,044,181 | $26,605,731 | |
| 3 | VOD |
Vodafone Group Public Ltd Co
|
1,394,354 | $20,943,197 | |
| 4 | TMUS |
T-Mobile US, Inc.
|
48,848 | $10,259,544 | |
| 5 | SKM |
Sk Telecom Co Ltd
|
85,001 | $2,489,679 |
All Filings in VZ
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $190,338,520 | 3,791,604 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $163,602,308 | 4,016,752 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $270,820,031 | 6,162,003 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $256,863,613 | 5,936,298 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $262,771,613 | 5,793,025 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $305,886,428 | 7,649,073 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $323,035,833 | 7,192,960 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $287,601,078 | 6,973,838 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $212,186,977 | 5,056,887 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $186,271,288 | 4,940,883 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $165,155,720 | 5,095,826 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $155,499,348 | 4,181,214 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $156,843,058 | 4,032,992 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $91,732,773 | 2,328,243 | Shares | Other | 2023-02-03 | |
| 2022-09-30 | $73,389,972 | 1,932,841 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $87,216,767 | 1,718,557 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $76,506,887 | 1,501,902 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $65,895,983 | 1,268,206 | Shares | Other | 2022-02-04 | |
| 2021-09-30 | $95,066,078 | 1,760,157 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $89,948,151 | 1,605,357 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $80,231,531 | 1,379,734 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $69,778,432 | 1,187,718 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $58,049,270 | 975,782 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $49,754,549 | 902,495 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $44,850,633 | 834,741 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||