CM Wealth Advisors’s Verizon VZ Stock Holding History

CM Wealth Advisors’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	$282K	Sell	5,618 -1,000	-15%	-$46.3K	0.06%	118
2025 Q4	$270K	Buy	+6,618	New	+$268K	0.06%	121
2023 Q3	–	Sell	-8,278	Closed	-$287K	–	174
2023 Q2	$287K	Sell	8,278 -19,190	-70%	-$710K	0.09%	108
2023 Q1	$1.03M	Buy	+27,468	New	+$1.08M	0.2%	156

Other funds holding VZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CM Wealth Advisors's VZ Position: Q1 2026 in Review

CM Wealth Advisors reduced its Verizon (VZ) stake by 15% in Q1 2026, selling an estimated $46.3K and leaving 5,618 shares worth $282K. The position accounts for 0.06% of the portfolio, ranked #118.

CM Wealth Advisors first reported a position in VZ in Q1 2023 and has held it in 4 quarters since. The position peaked at $1.03M in Q1 2023. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

CM Wealth Advisors held 5,618 shares of Verizon worth $282K as of Q1 2026.
CM Wealth Advisors sold 1,000 Verizon shares in Q1 2026, an estimated $46.3K.
Verizon made up 0.06% of CM Wealth Advisors's portfolio in Q1 2026, its #118 holding.
CM Wealth Advisors first reported a position in Verizon in Q1 2023 and has held it in 4 quarters since.
CM Wealth Advisors's Verizon position peaked at $1.03M in Q1 2023.
3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.