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Beam Wealth Advisors’s Verizon VZ Stock Holding History

Beam 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
2025
Q3 		– Sell
-11,421
Closed -$494K – 114
2025
Q2 		$494K Sell
11,421
-2,146
-16% -$92.9K 0.15% 94
2025
Q1 		$615K Buy
13,567
+508
+4% +$21.1K 0.21% 82
2024
Q4 		$522K Sell
13,059
-762
-6% -$32.1K 0.17% 89
2024
Q3 		$621K Sell
13,821
-34
-0.2% -$1.42K 0.19% 84
2024
Q2 		$571K Buy
13,855
+5,524
+66% +$223K 0.19% 81
2024
Q1 		$350K Buy
8,331
+72
+0.9% +$2.9K 0.21% 77
2023
Q4 		$311K Buy
8,259
+58
+0.7% +$2.05K 0.2% 76
2023
Q3 		$266K Sell
8,201
-1,951
-19% -$65.9K 0.19% 81
2023
Q2 		$378K Buy
10,152
+1,825
+22% +$67.5K 0.26% 64
2023
Q1 		$324K Sell
8,327
-390
-4% -$15.4K 0.33% 70
2022
Q4 		$343K Sell
8,717
-685
-7% -$25.8K 0.36% 63
2022
Q3 		$357K Buy
9,402
+2,057
+28% +$91.6K 0.4% 65
2022
Q2 		$373K Buy
7,345
+2,348
+47% +$119K 0.41% 63
2022
Q1 		$255K Buy
+4,997
New +$265K 0.29% 76
2021
Q4 		– Sell
-4,997
Closed -$270K – 146
2021
Q3 		$270K Buy
4,997
+488
+11% +$27K 0.23% 109
2021
Q2 		$253K Buy
4,509
+619
+16% +$35.5K 0.22% 115
2021
Q1 		$226K Buy
3,890
+300
+8% +$16.9K 0.2% 122
2020
Q4 		$211K Sell
3,590
-2,808
-44% -$167K 0.2% 119
2020
Q3 		$381K Sell
6,398
-190
-3% -$11K 0.36% 86
2020
Q2 		$364K Sell
6,588
-492
-7% -$27.7K 0.37% 84
2020
Q1 		$380K Sell
7,080
-375
-5% -$21.5K 0.38% 85
2019
Q4 		$458K Buy
+7,455
New +$450K 0.43% 71

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Beam Wealth Advisors's VZ Position: Q3 2025 in Review

Beam Wealth Advisors sold out of Verizon (VZ) in Q3 2025, closing a stake of 11,421 shares — an estimated $494K sold.

Beam Wealth Advisors first reported a position in VZ in Q4 2019 and held it in 22 quarters. The position peaked at $621K in Q3 2024. 3,044 funds tracked by Wall St. Rank hold VZ as of Q3 2025.

  • Beam Wealth Advisors reported no remaining Verizon position as of Q3 2025 after selling out during the quarter.
  • Beam Wealth Advisors sold 11,421 Verizon shares in Q3 2025, an estimated $494K.
  • Beam Wealth Advisors first reported a position in Verizon in Q4 2019 and held it in 22 quarters.
  • Beam Wealth Advisors's Verizon position peaked at $621K in Q3 2024.
  • 3,044 funds tracked by Wall St. Rank held Verizon as of Q3 2025.

Based on Beam Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.