Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionBeacon Financial Advisory LLC
Latest Disclosed Ownership25,184 shares
Latest Disclosed Value $ 1,264,240
Beacon Financial Advisory LLC reports 1.45% increase in ownership of VZ / Verizon Communications Inc.

On April 27, 2026 - Beacon Financial Advisory LLC filed a 13F-HR form disclosing ownership of 25,184 shares of Verizon Communications Inc. (MX:VZ) valued at $1,264,240 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 24,825 shares of Verizon Communications Inc.. This represents a change in shares of 1.45% 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)
2026-04-27 2026-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 25,184 359 1.45 1,264 25.02 0.2854
2026-02-13 2025-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 24,825 -3,594 -12.65 1,011 -19.06 0.2343
2025-10-29 2025-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 28,419 2 0.01 1,249 1.63 0.2894
2025-07-22 2025-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 28,417 2,709 10.54 1,230 5.40 0.3180
2025-04-24 2025-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 25,708 215 0.84 1,166 14.43 0.3533
2025-01-27 2024-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 25,493 1,663 6.98 1,019 -4.77 0.3316
2024-10-30 2024-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 23,830 -1,877 -7.30 1,070 0.94 0.3639
2024-07-26 2024-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 25,707 4,111 19.04 1,060 17.00 0.3958
2024-05-01 2024-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 21,596 3,503 19.36 906 32.84 0.4406
2024-01-23 2023-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 18,093 -3,606 -16.62 682 -2.99 0.3289
2023-10-25 2023-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 21,699 458 2.16 703 -10.90 0.3884
2023-07-17 2023-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 21,241 2,271 11.97 790 7.06 0.4533
2023-04-18 2023-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 18,970 1,370 7.78 738 6.35 0.4688
2023-01-20 2022-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 17,600 1,412 8.72 693 12.68 0.4965
2022-10-21 2022-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 16,188 -2,835 -14.90 615 -36.27 0.4384
2022-07-25 2022-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 19,023 320 1.71 965 1.26 0.5488
2022-04-27 2022-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 18,703 910 5.11 953 3.03 0.4553
2022-01-21 2021-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 17,793 -636 -3.45 925 -7.04 0.4270
2021-11-15 2021-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 18,429 701 3.95 995 0.20 0.5172
2021-07-14 2021-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 17,728 777 4.58 993 0.71 0.5335
2021-04-20 2021-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 16,951 3,324 24.39 986 23.25 0.5642
2021-01-25 2020-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 13,627 887 6.96 800 5.68 0.5200
2020-10-08 2020-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 12,740 2,993 30.71 757 40.97 0.6579
2020-07-07 2020-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 9,747 1,313 15.57 537 18.54 0.5843
2020-04-15 2020-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 8,434 -84 -0.99 453 -13.38 0.5763
2020-01-24 2019-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 8,518 8,518 523 0.4478
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.