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CFM Wealth Partners’s Verizon VZ Stock Holding History

CFM Wealth Partners’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 		$480K Sell
11,337
-2,075
-15% -$97.3K 0.06% 104
2026
Q1 		$673K Sell
13,412
-442
-3% -$20.5K 0.1% 87
2025
Q4 		$564K Sell
13,854
-1,883
-12% -$76.4K 0.08% 95
2025
Q3 		$692K Hold
15,737
– – 0.1% 86
2025
Q2 		$681K Sell
15,737
-1,119
-7% -$48.5K 0.11% 85
2025
Q1 		$765K Buy
16,856
+587
+4% +$24.4K 0.13% 84
2024
Q4 		$651K Buy
16,269
+539
+3% +$22.7K 0.11% 88
2024
Q3 		$706K Sell
15,730
-511
-3% -$21.3K 0.12% 88
2024
Q2 		$670K Buy
16,241
+1,204
+8% +$48.5K 0.12% 91
2024
Q1 		$631K Buy
15,037
+1,041
+7% +$42K 0.13% 96
2023
Q4 		$528K Buy
13,996
+1,137
+9% +$40.2K 0.12% 106
2023
Q3 		$417K Sell
12,859
-8,870
-41% -$300K 0.11% 109
2023
Q2 		$808K Sell
21,729
-350
-2% -$13K 0.2% 85
2023
Q1 		$859K Buy
22,079
+1,665
+8% +$65.7K 0.23% 81
2022
Q4 		$804K Sell
20,414
-7,687
-27% -$290K 0.24% 81
2022
Q3 		$1.07M Buy
28,101
+10,140
+56% +$452K 0.34% 68
2022
Q2 		$912K Sell
17,961
-121
-0.7% -$6.12K 0.27% 78
2022
Q1 		$921K Buy
18,082
+282
+2% +$14.9K 0.22% 81
2021
Q4 		$933K Sell
17,800
-2,464
-12% -$129K 0.21% 86
2021
Q3 		$1.09M Buy
20,264
+454
+2% +$25.1K 0.28% 74
2021
Q2 		$1.11M Buy
19,810
+17
+0.1% +$976 0.29% 74
2021
Q1 		$1.15M Buy
19,793
+336
+2% +$19K 0.35% 66
2020
Q4 		$1.14M Sell
19,457
-191
-1% -$11.3K 0.36% 60
2020
Q3 		$1.17M Buy
19,648
+82
+0.4% +$4.76K 0.43% 51
2020
Q2 		$1.08M Sell
19,566
-1,581
-7% -$88.9K 0.41% 53
2020
Q1 		$1.14M Sell
21,147
-40
-0.2% -$2.29K 0.53% 46
2019
Q4 		$1.26M Buy
+21,187
New +$1.28M 0.47% 48

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

CFM Wealth Partners's VZ Position: Q2 2026 in Review

CFM Wealth Partners reduced its Verizon (VZ) stake by 15% in Q2 2026, selling an estimated $97.3K and leaving 11,337 shares worth $480K. The position accounts for 0.06% of the portfolio, ranked #104.

CFM Wealth Partners first reported a position in VZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.26M in Q4 2019. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • CFM Wealth Partners held 11,337 shares of Verizon worth $480K as of Q2 2026.
  • CFM Wealth Partners sold 2,075 Verizon shares in Q2 2026, an estimated $97.3K.
  • Verizon made up 0.06% of CFM Wealth Partners's portfolio in Q2 2026, its #104 holding.
  • CFM Wealth Partners first reported a position in Verizon in Q4 2019 and has held it in 27 quarters since.
  • CFM Wealth Partners's Verizon position peaked at $1.26M in Q4 2019.
  • 3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.