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Beacon Investment Advisory Services’s Verizon VZ Stock Holding History

Beacon Investment Advisory Services’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
Q2 		$690K Buy
16,306
+1,963
+14% +$92.1K 0.03% 161
2026
Q1 		$720K Sell
14,343
-756
-5% -$35K 0.03% 155
2025
Q4 		$615K Sell
15,099
-1,551
-9% -$62.9K 0.03% 162
2025
Q3 		$732K Buy
16,650
+1,591
+11% +$68.9K 0.03% 148
2025
Q2 		$652K Buy
15,059
+1,646
+12% +$71.3K 0.03% 154
2025
Q1 		$608K Sell
13,413
-372
-3% -$15.5K 0.03% 154
2024
Q4 		$551K Buy
13,785
+2,388
+21% +$101K 0.02% 163
2024
Q3 		$512K Sell
11,397
-708
-6% -$29.5K 0.02% 176
2024
Q2 		$499K Buy
12,105
+2,917
+32% +$118K 0.02% 173
2024
Q1 		$386K Sell
9,188
-607
-6% -$24.5K 0.02% 204
2023
Q4 		$369K Sell
9,795
-2,334
-19% -$82.6K 0.02% 203
2023
Q3 		$393K Sell
12,129
-376
-3% -$12.7K 0.02% 208
2023
Q2 		$465K Sell
12,505
-10,359
-45% -$383K 0.02% 203
2023
Q1 		$889K Sell
22,864
-2,986
-12% -$118K 0.04% 152
2022
Q4 		$1.02M Sell
25,850
-12,258
-32% -$462K 0.05% 146
2022
Q3 		$1.45M Sell
38,108
-9,355
-20% -$417K 0.08% 130
2022
Q2 		$2.41M Buy
47,463
+1,862
+4% +$94.2K 0.13% 118
2022
Q1 		$2.32M Sell
45,601
-1,467
-3% -$77.7K 0.1% 124
2021
Q4 		$2.45M Sell
47,068
-12,521
-21% -$653K 0.1% 127
2021
Q3 		$3.22M Sell
59,589
-51,141
-46% -$2.83M 0.13% 115
2021
Q2 		$6.2M Sell
110,730
-10,850
-9% -$623K 0.25% 83
2021
Q1 		$7.07M Sell
121,580
-3,837
-3% -$217K 0.31% 76
2020
Q4 		$7.37M Buy
125,417
+964
+0.8% +$57.3K 0.34% 71
2020
Q3 		$7.4M Sell
124,453
-263
-0.2% -$15.3K 0.38% 67
2020
Q2 		$6.88M Buy
124,716
+2,699
+2% +$152K 0.39% 65
2020
Q1 		$6.56M Buy
122,017
+1
+0% +$57 0.46% 61
2019
Q4 		$7.49M Buy
122,016
+44,061
+57% +$2.66M 0.4% 67
2019
Q3 		$4.71M Buy
77,955
+3,659
+5% +$211K 0.47% 56
2019
Q2 		$4.25M Buy
74,296
+665
+0.9% +$38.3K 0.45% 62
2019
Q1 		$4.35M Buy
73,631
+31,270
+74% +$1.77M 0.46% 61
2018
Q4 		$2.38M Sell
42,361
-689
-2% -$39.1K 0.26% 84
2018
Q3 		$2.3M Sell
43,050
-4,358
-9% -$231K 0.22% 88
2018
Q2 		$2.38M Sell
47,408
-5,112
-10% -$247K 0.24% 88
2018
Q1 		$2.51M Sell
52,520
-9,666
-16% -$486K 0.26% 89
2017
Q4 		$3.29M Sell
62,186
-19,702
-24% -$969K 0.35% 77
2017
Q3 		$4.05M Buy
+81,888
New +$3.85M 0.35% 80
2017
Q1 		– Sell
-4,644
Closed -$248K – 88
2016
Q4 		$248K Buy
4,644
+73
+2% +$3.65K 0.05% 66
2016
Q3 		$238K Buy
+4,571
New +$245K 0.05% 65

Other funds holding VZ

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Beacon Investment Advisory Services's VZ Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its Verizon (VZ) stake by 14% in Q2 2026, buying an estimated $92.1K and bringing the position to 16,306 shares worth $690K. The position accounts for 0.03% of the portfolio, ranked #161.

Beacon Investment Advisory Services first reported a position in VZ in Q3 2016 and has held it in 38 quarters since. The position peaked at $7.49M in Q4 2019. 1,049 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Beacon Investment Advisory Services held 16,306 shares of Verizon worth $690K as of Q2 2026.
  • Beacon Investment Advisory Services bought 1,963 Verizon shares in Q2 2026, an estimated $92.1K.
  • Verizon made up 0.03% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #161 holding.
  • Beacon Investment Advisory Services first reported a position in Verizon in Q3 2016 and has held it in 38 quarters since.
  • Beacon Investment Advisory Services's Verizon position peaked at $7.49M in Q4 2019.
  • 1,049 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.