Beacon Financial Strategies’s Verizon VZ Stock Holding History

Beacon Financial Strategies’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	–	Sell	-278	Closed	-$11.3K	–	184
2025 Q4	$11.3K	Buy	+278	New	+$11.3K	0.01%	140

Other funds holding VZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Beacon Financial Strategies sold out of Verizon (VZ) in Q1 2026, closing a stake of 278 shares — an estimated $11.3K sold.

Beacon Financial Strategies first reported a position in VZ in Q4 2025 and held it in 1 quarter. The position peaked at $11.3K in Q4 2025. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Beacon Financial Strategies reported no remaining Verizon position as of Q1 2026 after selling out during the quarter.
Beacon Financial Strategies sold 278 Verizon shares in Q1 2026, an estimated $11.3K.
Beacon Financial Strategies first reported a position in Verizon in Q4 2025 and held it in 1 quarter.
Beacon Financial Strategies's Verizon position peaked at $11.3K in Q4 2025.
3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Beacon Financial Strategies's 13F filing for Q1 2026, filed 8 Apr 2026.