Beacon Capital Management LLC (Tennessee)’s Verizon VZ Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025 Q4	–	Sell	-5,316	Closed	-$234K	–	166
2025 Q3	$234K	Buy	5,316 +2,308	+77%	+$99.9K	0.03%	122
2025 Q2	$130K	Sell	3,008 -147	-5%	-$6.37K	0.02%	169
2025 Q1	$143K	Buy	3,155 +38	+1%	+$1.58K	0.02%	154
2024 Q4	$125K	Sell	3,117 -2,868	-48%	-$121K	0.02%	161
2024 Q3	$269K	Buy	5,985 +147	+3%	+$6.13K	0.04%	99
2024 Q2	$241K	Sell	5,838 -41	-0.7%	-$1.65K	0.04%	90
2024 Q1	$247K	Buy	5,879 +321	+6%	+$12.9K	0.05%	91
2023 Q4	$180K	Sell	5,558 -567	-9%	-$20.1K	0.05%	90
2023 Q3	$228K	Hold	6,125	–	–	0.06%	83
2023 Q2	$228K	Buy	6,125 +81	+1%	+$3K	0.06%	83
2023 Q1	$235K	Sell	6,044 -796	-12%	-$31.4K	0.07%	75
2022 Q4	$270K	Buy	6,840 +1,506	+28%	+$56.7K	0.09%	66
2022 Q3	$270K	Sell	5,334 -565	-10%	-$25.2K	0.09%	66
2022 Q2	$301K	Hold	5,899	–	–	0.07%	64
2022 Q1	$301K	Buy	+5,899	New	+$312K	0.07%	65

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s VZ Position: Q4 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Verizon (VZ) in Q4 2025, closing a stake of 5,316 shares — an estimated $234K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in VZ in Q1 2022 and held it in 15 quarters. The position peaked at $301K in Q2 2022. 3,108 funds tracked by Wall St. Rank hold VZ as of Q4 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Verizon position as of Q4 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 5,316 Verizon shares in Q4 2025, an estimated $234K.
Beacon Capital Management LLC (Tennessee) first reported a position in Verizon in Q1 2022 and held it in 15 quarters.
Beacon Capital Management LLC (Tennessee)'s Verizon position peaked at $301K in Q2 2022.
3,108 funds tracked by Wall St. Rank held Verizon as of Q4 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2025, filed 13 Feb 2026.