Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionAnnex Advisory Services, LLC
Latest Disclosed Ownership29,514 shares
Latest Disclosed Value $ 1,481,639
Annex Advisory Services, LLC reports 14.80% decrease in ownership of VZ / Verizon Communications Inc.

On April 16, 2026 - Annex Advisory Services, LLC filed a 13F-HR form disclosing ownership of 29,514 shares of Verizon Communications Inc. (MX:VZ) valued at $1,481,639 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 34,642 shares of Verizon Communications Inc.. This represents a change in shares of -14.80% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-16 2026-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 29,514 -5,128 -14.80 1,482 5.04 0.0278
2026-01-26 2025-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 34,642 -55,070 -61.39 1,411 -64.23 0.0269
2025-10-17 2025-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 89,712 -3,709 -3.97 3,943 -2.47 0.0839
2025-07-11 2025-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 93,421 -1,172 -1.24 4,042 -5.78 0.0973
2025-04-11 2025-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 94,593 -30,917 -24.63 4,291 -14.52 0.1217
2025-01-16 2024-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 125,510 -6,195 -4.70 5,019 -15.13 0.1512
2024-10-10 2024-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 131,705 -5,035 -3.68 5,915 4.88 0.1892
2024-07-12 2024-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 136,740 35,494 35.06 5,639 32.74 0.1986
2024-04-12 2024-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 101,246 -657 -0.64 4,248 10.60 0.1509
2024-02-13 2023-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 101,903 90,336 780.98 3,842 927.01 0.1603
2023-11-01 2023-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 11,567 488 4.40 375 -9.22 0.0227
2023-07-24 2023-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 11,079 287 2.66 412 -1.67 0.0229
2023-04-27 2023-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 10,792 -859 -7.37 420 -8.71 0.0225
2023-01-30 2022-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 11,651 -3,519 -23.20 459 -20.31 0.0259
2022-10-24 2022-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 15,170 -49,285 -76.46 576 -82.39 0.0388
2022-07-27 2022-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 64,455 6,343 10.92 3,271 10.51 0.2362
2022-04-13 2022-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 58,112 4,650 8.70 2,960 6.55 0.2166
2022-01-31 2021-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 53,462 802 1.52 2,778 -2.39 0.1904
2021-10-18 2021-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 52,660 1,432 2.80 2,846 -0.91 0.2328
2021-07-29 2021-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 51,228 -5,172 -9.17 2,872 -12.44 0.2328
2021-04-22 2021-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 56,400 -14,815 -20.80 3,280 -21.61 0.3157
2021-01-28 2020-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 71,215 2,574 3.75 4,184 2.47 0.4097
2020-10-23 2020-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 68,641 3,374 5.17 4,083 13.48 0.5205
2020-07-21 2020-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 65,267 39,271 151.07 3,598 157.74 0.5016
2020-04-22 2020-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 25,996 22,146 575.22 1,396 491.53 0.1977
2020-02-13 2019-12-31 13F/A-1 VERIZON COMMUNICATIONS COM 92343V104 3,850 -164 -4.09 236 -2.48 0.0286
2020-02-10 2019-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 3,850 -164 236 16,810.6374
2019-11-14 2019-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 4,014 86 2.19 242 7.56 0.0325
2019-07-18 2019-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 3,928 96 2.51 225 -0.88 0.0317
2019-05-15 2019-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 3,832 155 4.22 227 9.66 0.0340
2019-02-12 2018-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 3,677 3,677 207 0.0326
2017-08-04 2017-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 0 -18,593 -100.00 0 -100.00
2017-05-15 2017-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 18,593 -146 -0.78 906 -9.40 0.2251
2017-02-14 2016-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 18,739 1,300 7.45 1,000 10.38 0.2428
2016-11-14 2016-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 17,439 1,527 9.60 906 1.91 0.2357
2016-08-11 2016-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 15,912 389 2.51 889 5.96 0.2409
2016-05-02 2016-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 15,523 8,981 137.28 839 177.81 0.2381
2016-02-01 2015-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 6,542 923 16.43 302 23.77 0.0885
2015-11-16 2015-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 5,619 204 3.77 244 -3.17 0.0793
2015-08-12 2015-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 5,415 -287 -5.03 252 -9.03 0.0808
2015-05-12 2015-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 5,702 586 11.45 277 15.90 0.0891
2015-02-06 2014-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 5,116 -234 -4.37 239 -10.49 0.0745
2014-11-13 2014-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 5,350 11 0.21 267 2.30 0.0903
2014-08-14 2014-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 5,339 136 2.61 261 5.24 0.0891
2014-05-15 2014-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 5,203 635 13.90 248 10.71 0.0922
2014-02-12 2013-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 4,568 -15 -0.33 224 4.67 0.0860
2013-11-13 2013-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 4,583 497 12.16 214 3.88 0.0997
2013-08-12 2013-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 4,086 4,086 206 0.1137
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.