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Beacon Investment Advisors’s Verizon VZ Stock Holding History

Beacon Investment 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 		$1.28M Sell
25,467
-672
-3% -$31.1K 0.48% 65
2025
Q4 		$1.06M Sell
26,139
-498
-2% -$20.2K 0.43% 66
2025
Q3 		$1.17M Buy
26,637
+143
+0.5% +$6.19K 0.48% 62
2025
Q2 		$1.12M Buy
26,494
+198
+0.8% +$8.57K 0.48% 60
2025
Q1 		$1.19M Buy
26,296
+2,502
+11% +$104K 0.56% 53
2024
Q4 		$952K Buy
23,794
+50
+0.2% +$2.11K 0.45% 66
2024
Q3 		$1.07M Buy
23,744
+43
+0.2% +$1.79K 0.5% 62
2024
Q2 		$977K Buy
23,701
+9,141
+63% +$368K 0.5% 63
2024
Q1 		$611K Buy
14,560
+308
+2% +$12.4K 0.35% 75
2023
Q4 		$537K Sell
14,252
-434
-3% -$15.4K 0.34% 74
2023
Q3 		$476K Sell
14,686
-92
-0.6% -$3.11K 0.34% 76
2023
Q2 		$550K Sell
14,778
-3,914
-21% -$145K 0.38% 73
2023
Q1 		$727K Sell
18,692
-2,141
-10% -$84.4K 0.53% 61
2022
Q4 		$821K Buy
+20,833
New +$785K 0.69% 48

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 Investment Advisors's VZ Position: Q1 2026 in Review

Beacon Investment Advisors reduced its Verizon (VZ) stake by 2.6% in Q1 2026, selling an estimated $31.1K and leaving 25,467 shares worth $1.28M. The position accounts for 0.48% of the portfolio, ranked #65.

Beacon Investment Advisors first reported a position in VZ in Q4 2022 and has held it in 14 quarters since. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Beacon Investment Advisors held 25,467 shares of Verizon worth $1.28M as of Q1 2026.
  • Beacon Investment Advisors sold 672 Verizon shares in Q1 2026, an estimated $31.1K.
  • Verizon made up 0.48% of Beacon Investment Advisors's portfolio in Q1 2026, its #65 holding.
  • Beacon Investment Advisors first reported a position in Verizon in Q4 2022 and has held it in 14 quarters since.
  • 3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.