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Beacon Harbor Wealth Advisors’s Verizon VZ Stock Holding History

Beacon Harbor Wealth Advisors’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 		$8.03M Buy
159,926
+5,144
+3% +$238K 1.68% 27
2025
Q4 		$6.3M Buy
154,782
+5,755
+4% +$233K 1.4% 35
2025
Q3 		$6.55M Buy
149,027
+697
+0.5% +$30.2K 1.53% 27
2025
Q2 		$6.42M Sell
148,330
-14,048
-9% -$608K 1.6% 28
2025
Q1 		$7.37M Sell
162,378
-817
-0.5% -$34K 1.71% 20
2024
Q4 		$6.53M Buy
163,195
+5,602
+4% +$236K 1.52% 28
2024
Q3 		$7.08M Buy
157,593
+2,599
+2% +$108K 1.68% 22
2024
Q2 		$6.39M Buy
154,994
+2,523
+2% +$102K 1.66% 24
2024
Q1 		$6.4M Buy
152,471
+88,032
+137% +$3.55M 1.69% 22
2023
Q4 		$2.43M Sell
64,439
-82,306
-56% -$2.91M 0.71% 45
2023
Q3 		$4.76M Buy
146,745
+4,603
+3% +$156K 1.58% 30
2023
Q2 		$5.29M Buy
142,142
+6,364
+5% +$236K 1.73% 23
2023
Q1 		$5.28M Buy
135,778
+124,092
+1,062% +$4.89M 1.84% 23
2022
Q4 		$460K Buy
+11,686
New +$440K 0.16% 59
2022
Q2 		$5.39M Sell
106,212
-12,698
-11% -$642K 1.9% 22
2022
Q1 		$6.06M Buy
118,910
+70,652
+146% +$3.74M 1.98% 16
2021
Q4 		$2.51M Sell
48,258
-34,588
-42% -$1.8M 0.83% 45
2021
Q3 		$4.47M Buy
82,846
+3,387
+4% +$187K 1.59% 23
2021
Q2 		$4.45M Buy
79,459
+11,919
+18% +$684K 1.6% 23
2021
Q1 		$3.93M Buy
67,540
+1,779
+3% +$100K 1.57% 32
2020
Q4 		$3.86M Buy
65,761
+6,180
+10% +$367K 1.58% 23
2020
Q3 		$3.54M Sell
59,581
-1,329
-2% -$77.2K 1.73% 16
2020
Q2 		$3.36M Buy
60,910
+1,464
+2% +$82.4K 1.93% 16
2020
Q1 		$3.19M Buy
59,446
+18,904
+47% +$1.08M 2.41% 11
2019
Q4 		$2.49M Buy
40,542
+341
+0.8% +$20.6K 1.47% 24
2019
Q3 		$2.43M Buy
40,201
+1,536
+4% +$88.5K 1.56% 21
2019
Q2 		$2.21M Buy
+38,665
New +$2.23M 2.02% 13

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 Harbor Wealth Advisors's VZ Position: Q1 2026 in Review

Beacon Harbor Wealth Advisors increased its Verizon (VZ) stake by 3.3% in Q1 2026, buying an estimated $238K and bringing the position to 159,926 shares worth $8.03M. The position accounts for 1.68% of the portfolio, ranked #27.

Beacon Harbor Wealth Advisors first reported a position in VZ in Q2 2019 and has held it in 27 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Beacon Harbor Wealth Advisors held 159,926 shares of Verizon worth $8.03M as of Q1 2026.
  • Beacon Harbor Wealth Advisors bought 5,144 Verizon shares in Q1 2026, an estimated $238K.
  • Verizon made up 1.68% of Beacon Harbor Wealth Advisors's portfolio in Q1 2026, its #27 holding.
  • Beacon Harbor Wealth Advisors first reported a position in Verizon in Q2 2019 and has held it in 27 quarters since.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.