BFA
VZ icon

Beacon Financial Advisory’s Verizon VZ Stock Holding History

Beacon Financial Advisory’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 		$258K Sell
6,104
-19,080
-76% -$895K 0.05% 364
2026
Q1 		$1.26M Buy
25,184
+359
+1% +$16.6K 0.29% 84
2025
Q4 		$1.01M Sell
24,825
-3,594
-13% -$146K 0.23% 113
2025
Q3 		$1.25M Buy
28,419
+2
+0% +$87 0.29% 89
2025
Q2 		$1.23M Buy
28,417
+2,709
+11% +$117K 0.32% 84
2025
Q1 		$1.17M Buy
25,708
+215
+0.8% +$8.95K 0.35% 74
2024
Q4 		$1.02M Buy
25,493
+1,663
+7% +$70.2K 0.33% 83
2024
Q3 		$1.07M Sell
23,830
-1,877
-7% -$78.3K 0.36% 75
2024
Q2 		$1.06M Buy
25,707
+4,111
+19% +$166K 0.4% 62
2024
Q1 		$906K Buy
21,596
+3,503
+19% +$141K 0.44% 62
2023
Q4 		$682K Sell
18,093
-3,606
-17% -$128K 0.33% 93
2023
Q3 		$703K Buy
21,699
+458
+2% +$15.5K 0.39% 84
2023
Q2 		$790K Buy
21,241
+2,271
+12% +$84.1K 0.45% 69
2023
Q1 		$738K Buy
18,970
+1,370
+8% +$54K 0.47% 67
2022
Q4 		$693K Buy
17,600
+1,412
+9% +$53.2K 0.5% 65
2022
Q3 		$615K Sell
16,188
-2,835
-15% -$126K 0.44% 74
2022
Q2 		$965K Buy
19,023
+320
+2% +$16.2K 0.55% 52
2022
Q1 		$953K Buy
18,703
+910
+5% +$48.2K 0.46% 65
2021
Q4 		$925K Sell
17,793
-636
-3% -$33.2K 0.43% 74
2021
Q3 		$995K Buy
18,429
+701
+4% +$38.8K 0.52% 58
2021
Q2 		$993K Buy
17,728
+777
+5% +$44.6K 0.53% 56
2021
Q1 		$986K Buy
16,951
+3,324
+24% +$188K 0.56% 49
2020
Q4 		$800K Buy
13,627
+887
+7% +$52.7K 0.52% 57
2020
Q3 		$757K Buy
12,740
+2,993
+31% +$174K 0.66% 42
2020
Q2 		$537K Buy
9,747
+1,313
+16% +$73.9K 0.58% 48
2020
Q1 		$453K Sell
8,434
-84
-1% -$4.81K 0.58% 54
2019
Q4 		$523K Buy
+8,518
New +$514K 0.45% 67

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 $3.37T AUM 44.26% 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

Beacon Financial Advisory's VZ Position: Q2 2026 in Review

Beacon Financial Advisory reduced its Verizon (VZ) stake by 76% in Q2 2026, selling an estimated $895K and leaving 6,104 shares worth $258K. The position accounts for 0.05% of the portfolio, ranked #364.

Beacon Financial Advisory first reported a position in VZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.26M in Q1 2026. 3,153 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Beacon Financial Advisory held 6,104 shares of Verizon worth $258K as of Q2 2026.
  • Beacon Financial Advisory sold 19,080 Verizon shares in Q2 2026, an estimated $895K.
  • Verizon made up 0.05% of Beacon Financial Advisory's portfolio in Q2 2026, its #364 holding.
  • Beacon Financial Advisory first reported a position in Verizon in Q4 2019 and has held it in 27 quarters since.
  • Beacon Financial Advisory's Verizon position peaked at $1.26M in Q1 2026.
  • 3,153 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.