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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
Q2 		$255K Buy
6,034
+416
+7% +$19.5K 0.05% 161
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
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

CM Wealth Advisors's VZ Position: Q2 2026 in Review

CM Wealth Advisors increased its Verizon (VZ) stake by 7.4% in Q2 2026, buying an estimated $19.5K and bringing the position to 6,034 shares worth $255K. The position accounts for 0.05% of the portfolio, ranked #161.

CM Wealth Advisors first reported a position in VZ in Q1 2023 and has held it in 5 quarters since. The position peaked at $1.03M in Q1 2023. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • CM Wealth Advisors held 6,034 shares of Verizon worth $255K as of Q2 2026.
  • CM Wealth Advisors bought 416 Verizon shares in Q2 2026, an estimated $19.5K.
  • Verizon made up 0.05% of CM Wealth Advisors's portfolio in Q2 2026, its #161 holding.
  • CM Wealth Advisors first reported a position in Verizon in Q1 2023 and has held it in 5 quarters since.
  • CM Wealth Advisors's Verizon position peaked at $1.03M in Q1 2023.
  • 3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.