Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionHCR Wealth Advisors
Latest Disclosed Ownership10,903 shares
Latest Disclosed Value $ 547,374
HCR Wealth Advisors reports 3.27% decrease in ownership of VZ / Verizon Communications Inc.

On April 21, 2026 - HCR Wealth Advisors filed a 13F-HR form disclosing ownership of 10,903 shares of Verizon Communications Inc. (MX:VZ) valued at $547,374 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 11,272 shares of Verizon Communications Inc.. This represents a change in shares of -3.27% 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)
2026-04-21 2026-03-31 13F Verizon Common Stock 92343V104 10,903 -369 -3.27 547 19.17 0.0568
2026-01-27 2025-12-31 13F Verizon Common Stock 92343V104 11,272 -54 -0.48 459 -6.52 0.0455
2025-10-03 2025-09-30 13F Verizon Common Stock 92343V104 11,326 -501 -4.24 492 -3.91 0.0509
2025-07-17 2025-06-30 13F Verizon Common Stock 92343V104 11,827 894 8.18 512 3.23 0.0602
2025-04-21 2025-03-31 13F Verizon Common Stock 92343V104 10,933 605 5.86 496 19.85 0.0646
2025-01-14 2024-12-31 13F Verizon Common Stock 92343V104 10,328 302 3.01 413 -8.22 0.0517
2024-10-10 2024-09-30 13F Verizon Common Stock 92343V104 10,026 615 6.53 450 15.98 0.0589
2024-08-07 2024-06-30 13F Verizon Common Stock 92343V104 9,411 58 0.62 388 -1.02 0.0555
2024-05-10 2024-03-31 13F Verizon Common Stock 92343V104 9,353 -151 -1.59 392 9.50 0.0595
2024-02-09 2023-12-31 13F Verizon Common Stock 92343V104 9,504 706 8.02 358 25.61 0.0566
2023-10-20 2023-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 8,798 -401 -4.36 285 -16.67 0.0625
2023-08-10 2023-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 9,199 109 1.20 342 -3.12 0.0634
2023-05-12 2023-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 9,090 22 0.24 354 -1.12 0.0700
2023-02-13 2022-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 9,068 -446 -4.69 357 -1.11 0.0750
2022-11-07 2022-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 9,514 0 0.00 361 -25.26 0.0767
2022-08-12 2022-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 9,514 55 0.58 483 0.21 0.0970
2022-05-05 2022-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 9,459 -302 -3.09 482 -4.93 0.0788
2022-02-04 2021-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 9,761 43 0.44 507 -3.43 0.0786
2021-11-02 2021-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 9,718 -559 -5.44 525 -8.85 0.0876
2021-07-21 2021-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 10,277 -1,639 -13.75 576 -16.88 0.1000
2021-05-13 2021-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 11,916 -8,843 -42.60 693 -43.20 0.1370
2021-02-04 2020-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 20,759 528 2.61 1,220 1.75 0.2553
2020-11-05 2020-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 20,231 -42 -0.21 1,199 8.12 0.2741
2020-07-30 2020-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 20,273 219 1.09 1,109 2.97 0.2602
2020-05-08 2020-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 20,054 224 1.13 1,077 -11.58 0.3081
2020-02-07 2019-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 19,830 6,904 53.41 1,218 56.15 0.2955
2019-11-07 2019-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 12,926 -4,852 -27.29 780 -23.23 0.2590
2019-07-25 2019-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 17,778 -11,672 -39.63 1,016 -1.55 0.2889
2019-05-10 2019-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 29,450 15,921 117.68 1,032 35.61 0.2965
2019-01-31 2018-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 13,529 636 4.93 761 4.39 0.2458
2018-11-08 2018-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 12,893 -74 -0.57 729 10.62 0.2375
2018-08-14 2018-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 12,967 0 0.00 659 6.29 0.2162
2018-05-15 2018-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 12,967 -261 -1.97 620 -11.43 0.2150
2018-02-13 2017-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 13,228 3,710 38.98 700 48.62 0.2445
2017-11-13 2017-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 9,518 2,274 31.39 471 45.37 0.1982
2017-08-16 2017-06-30 13F/A-1 VERIZON COMMUNICATIONS COM 92343V104 7,244 -70 -0.96 324 -9.24 0.1600
2017-05-11 2017-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 7,314 -2,326 -24.13 357 -30.68 0.1829
2017-02-14 2016-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 9,640 9,640 515 0.2721
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.