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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
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 $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

CFM Wealth Partners's VZ Position: Q1 2026 in Review

CFM Wealth Partners reduced its Verizon (VZ) stake by 3.2% in Q1 2026, selling an estimated $20.5K and leaving 13,412 shares worth $673K. The position accounts for 0.1% of the portfolio, ranked #87.

CFM Wealth Partners first reported a position in VZ in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.26M in Q4 2019. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • CFM Wealth Partners held 13,412 shares of Verizon worth $673K as of Q1 2026.
  • CFM Wealth Partners sold 442 Verizon shares in Q1 2026, an estimated $20.5K.
  • Verizon made up 0.1% of CFM Wealth Partners's portfolio in Q1 2026, its #87 holding.
  • CFM Wealth Partners first reported a position in Verizon in Q4 2019 and has held it in 26 quarters since.
  • CFM Wealth Partners's Verizon position peaked at $1.26M in Q4 2019.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on CFM Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.