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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
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 $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

Beacon Financial Advisory's VZ Position: Q1 2026 in Review

Beacon Financial Advisory increased its Verizon (VZ) stake by 1.4% in Q1 2026, buying an estimated $16.6K and bringing the position to 25,184 shares worth $1.26M. The position accounts for 0.29% of the portfolio, ranked #84.

Beacon Financial Advisory first reported a position in VZ in Q4 2019 and has held it in 26 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Beacon Financial Advisory held 25,184 shares of Verizon worth $1.26M as of Q1 2026.
  • Beacon Financial Advisory bought 359 Verizon shares in Q1 2026, an estimated $16.6K.
  • Verizon made up 0.29% of Beacon Financial Advisory's portfolio in Q1 2026, its #84 holding.
  • Beacon Financial Advisory first reported a position in Verizon in Q4 2019 and has held it in 26 quarters since.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.