Beacon Financial Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.74M | Sell |
41,196
-966
| -2% | -$45.3K | 0.16% | 134 |
|
|
2026
Q1 | $2.12M | Sell |
42,162
-82,179
| -66% | -$3.81M | 0.21% | 108 |
|
|
2025
Q4 | $5.06M | Buy |
124,341
+1,464
| +1% | +$59.4K | 0.5% | 45 |
|
|
2025
Q3 | $5.4M | Sell |
122,877
-10,554
| -8% | -$457K | 0.53% | 45 |
|
|
2025
Q2 | $5.77M | Sell |
133,431
-9,391
| -7% | -$407K | 0.6% | 44 |
|
|
2025
Q1 | $6.48M | Sell |
142,822
-9,419
| -6% | -$392K | 0.71% | 33 |
|
|
2024
Q4 | $6.09M | Sell |
152,241
-9,003
| -6% | -$380K | 0.66% | 39 |
|
|
2024
Q3 | $7.24M | Sell |
161,244
-5,615
| -3% | -$234K | 0.78% | 29 |
|
|
2024
Q2 | $6.88M | Sell |
166,859
-4,884
| -3% | -$197K | 0.78% | 30 |
|
|
2024
Q1 | $7.21M | Sell |
171,743
-2,998
| -2% | -$121K | 0.83% | 30 |
|
|
2023
Q4 | $6.59M | Buy |
174,741
+37,364
| +27% | +$1.32M | 0.8% | 29 |
|
|
2023
Q3 | $4.8M | Buy |
137,377
+3,868
| +3% | +$131K | 0.68% | 40 |
|
|
2023
Q2 | $4.94M | Sell |
133,509
-3,299
| -2% | -$122K | 0.67% | 46 |
|
|
2023
Q1 | $5.38M | Buy |
136,808
+9,159
| +7% | +$361K | 0.75% | 37 |
|
|
2022
Q4 | $5.05M | Sell |
127,649
-17,828
| -12% | -$672K | 0.69% | 44 |
|
|
2022
Q3 | $5.62M | Sell |
145,477
-2,444
| -2% | -$109K | 0.87% | 30 |
|
|
2022
Q2 | $7.54M | Sell |
147,921
-2,440
| -2% | -$123K | 1.12% | 19 |
|
|
2022
Q1 | $7.71M | Buy |
150,361
+1,095
| +0.7% | +$58K | 1.03% | 22 |
|
|
2021
Q4 | $7.83M | Buy |
149,266
+25,361
| +20% | +$1.32M | 1.02% | 24 |
|
|
2021
Q3 | $6.74M | Buy |
123,905
+12,913
| +12% | +$714K | 0.9% | 30 |
|
|
2021
Q2 | $6.17M | Sell |
110,992
-811
| -0.7% | -$46.5K | 0.87% | 29 |
|
|
2021
Q1 | $6.36M | Hold |
111,803
| – | – | 1% | 25 |
|
|
2020
Q4 | $6.36M | Sell |
111,803
-3,157
| -3% | -$188K | 1% | 26 |
|
|
2020
Q3 | $6.84M | Buy |
114,960
+1,830
| +2% | +$106K | 1.22% | 17 |
|
|
2020
Q2 | $6.19M | Buy |
113,130
+367
| +0.3% | +$20.6K | 1.19% | 20 |
|
|
2020
Q1 | $6.18M | Sell |
112,763
-1,412
| -1% | -$80.8K | 1.36% | 16 |
|
|
2019
Q4 | $7.01M | Buy |
114,175
+296
| +0.3% | +$17.9K | 0.88% | 21 |
|
|
2019
Q3 | $6.87M | Sell |
113,879
-990
| -0.9% | -$57K | 1.17% | 21 |
|
|
2019
Q2 | $6.56M | Buy |
114,869
+944
| +0.8% | +$54.4K | 1.12% | 24 |
|
|
2019
Q1 | $6.74K | Sell |
113,925
-7,711
| -6% | -$437K | 1.1% | 24 |
|
|
2018
Q4 | $6.72M | Sell |
121,636
-5,283
| -4% | -$300K | 1.26% | 22 |
|
|
2018
Q3 | $6.78M | Sell |
126,919
-5,080
| -4% | -$269K | 1.14% | 24 |
|
|
2018
Q2 | $6.64M | Sell |
131,999
-1,805
| -1% | -$87.4K | 1.12% | 30 |
|
|
2018
Q1 | $6.4M | Sell |
133,804
-7,171
| -5% | -$360K | 1.09% | 31 |
|
|
2017
Q4 | $7.46M | Sell |
140,975
-38,927
| -22% | -$1.91M | 1.3% | 27 |
|
|
2017
Q3 | $8.9M | Sell |
179,902
-1,075
| -0.6% | -$50.6K | 1.61% | 20 |
|
|
2017
Q2 | $8.04M | Buy |
180,977
+7,019
| +4% | +$327K | 1.53% | 26 |
|
|
2017
Q1 | $8.53M | Buy |
173,958
+5,569
| +3% | +$279K | 1.63% | 21 |
|
|
2016
Q4 | $8.99M | Sell |
168,389
-1,139
| -0.7% | -$56.9K | 1.83% | 17 |
|
|
2016
Q3 | $8.84M | Sell |
169,528
-299
| -0.2% | -$16K | 1.86% | 16 |
|
|
2016
Q2 | $9.35M | Sell |
169,827
-516
| -0.3% | -$26.8K | 2.04% | 13 |
|
|
2016
Q1 | $9.21M | Sell |
170,343
-5,193
| -3% | -$260K | 1.99% | 13 |
|
|
2015
Q4 | $8.21M | Buy |
175,536
+2,296
| +1% | +$104K | 1.89% | 17 |
|
|
2015
Q3 | $7.54M | Buy |
173,240
+41,253
| +31% | +$1.9M | 1.84% | 16 |
|
|
2015
Q2 | $6.17M | Buy |
131,987
+18,702
| +17% | +$915K | 1.34% | 24 |
|
|
2015
Q1 | $5.57M | Buy |
113,285
+6,518
| +6% | +$315K | 1.23% | 27 |
|
|
2014
Q4 | $5.05M | Buy |
106,767
+4,911
| +5% | +$240K | 1.05% | 32 |
|
|
2014
Q3 | $5.07M | Buy |
101,856
+5,621
| +6% | +$279K | 1.1% | 30 |
|
|
2014
Q2 | $4.75M | Buy |
96,235
+7,591
| +9% | +$368K | 1.05% | 31 |
|
|
2014
Q1 | $4.2M | Buy |
88,644
+5,231
| +6% | +$247K | 0.86% | 34 |
|
|
2013
Q4 | $4.1M | Buy |
83,413
+2,778
| +3% | +$137K | 0.79% | 35 |
|
|
2013
Q3 | $3.79M | Buy |
+80,635
| New | +$3.94M | 0.82% | 37 |
|
Other funds holding VZ
SLAM
Beacon Financial Group's VZ Position: Q2 2026 in Review
Beacon Financial Group reduced its Verizon (VZ) stake by 2.3% in Q2 2026, selling an estimated $45.3K and leaving 41,196 shares worth $1.74M. The position accounts for 0.16% of the portfolio, ranked #134.
Beacon Financial Group first reported a position in VZ in Q3 2013 and has held it in 52 quarters since. The position peaked at $9.35M in Q2 2016. 1,542 funds tracked by Wall St. Rank hold VZ as of Q2 2026.
- Beacon Financial Group held 41,196 shares of Verizon worth $1.74M as of Q2 2026.
- Beacon Financial Group sold 966 Verizon shares in Q2 2026, an estimated $45.3K.
- Verizon made up 0.16% of Beacon Financial Group's portfolio in Q2 2026, its #134 holding.
- Beacon Financial Group first reported a position in Verizon in Q3 2013 and has held it in 52 quarters since.
- Beacon Financial Group's Verizon position peaked at $9.35M in Q2 2016.
- 1,542 funds tracked by Wall St. Rank held Verizon as of Q2 2026.
Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.