Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionApella Capital, LLC
Latest Disclosed Ownership43,295 shares
Latest Disclosed Value $ 2,015,403
Apella Capital, LLC reports 47.37% increase in ownership of VZ / Verizon Communications Inc.

On April 20, 2026 - Apella Capital, LLC filed a 13F-HR form disclosing ownership of 43,295 shares of Verizon Communications Inc. (MX:VZ) valued at $2,015,403 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 29,378 shares of Verizon Communications Inc.. This represents a change in shares of 47.37% 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)
2026-04-20 2026-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 43,295 13,917 47.37 2,015 68.48 0.0299
2026-01-21 2025-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 29,378 2,673 10.01 1,197 11.05 0.0236
2025-10-17 2025-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 26,705 1,493 5.92 1,078 -0.19 0.0240
2025-07-08 2025-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 25,212 7,641 43.49 1,079 43.29 0.0292
2025-04-10 2025-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 17,571 5,066 40.51 754 50.60 0.0259
2025-01-14 2024-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 12,505 -1,308 -9.47 500 -19.61 0.0192
2024-10-03 2024-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 13,813 -379 -2.67 622 6.14 0.0256
2024-07-10 2024-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 14,192 883 6.63 586 7.92 0.0262
2024-04-10 2024-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 13,309 1,294 10.77 544 14.80 0.0274
2024-01-05 2023-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 12,015 348 2.98 473 25.13 0.0264
2023-10-10 2023-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 11,667 -1,255 -9.71 378 -21.25 0.0267
2023-07-06 2023-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 12,922 -496 -3.70 481 -9.09 0.0342
2023-01-10 2022-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 13,418 2,656 24.68 529 29.10 0.0482
2022-10-11 2022-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 10,762 549 5.38 409 -21.04 0.0476
2022-07-08 2022-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 10,213 2,977 41.14 518 40.38 0.0618
2022-04-11 2022-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 7,236 1,943 36.71 369 34.18 0.0520
2022-01-13 2021-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 5,293 -132 -2.43 275 -6.14 0.0351
2022-01-18 2021-09-30 13F/A-1 VERIZON COMMUNICATIONS COM 92343V104 5,425 -980 -15.30 293 -18.38 0.0421
2021-10-12 2021-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 6,720 315 366 0.0703
2022-01-18 2021-06-30 13F/A-1 VERIZON COMMUNICATIONS COM 92343V104 6,405 -122 -1.87 359 -5.53 0.0590
2021-07-02 2021-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 6,442 -85 361 0.0841
2021-04-15 2021-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 6,527 -541 -7.65 380 -8.43 0.1198
2021-02-18 2020-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 7,068 109 1.57 415 0.24 0.1456
2020-10-22 2020-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 6,959 336 5.07 414 13.42 0.1663
2020-07-20 2020-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 6,623 -469 -6.61 365 -4.20 0.1701
2020-05-14 2020-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 7,092 7,092 381 0.2225
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.