Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionInstitute for Wealth Management, LLC.
Latest Disclosed Ownership19,110 shares
Latest Disclosed Value $ 959,347
Institute for Wealth Management, LLC. reports 6.30% decrease in ownership of VZ / Verizon Communications Inc.

On May 14, 2026 - Institute for Wealth Management, LLC. filed a 13F-HR form disclosing ownership of 19,110 shares of Verizon Communications Inc. (MX:VZ) valued at $959,347 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 20,395 shares of Verizon Communications Inc.. This represents a change in shares of -6.30% 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)
2026-05-14 2026-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 19,110 -1,285 -6.30 959 15.54 0.1022
2026-01-27 2025-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 20,395 -92 -0.45 831 -7.78 0.0880
2025-10-17 2025-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 20,487 267 1.32 900 2.97 0.0938
2025-07-18 2025-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 20,220 -306 -1.49 875 -6.12 0.0976
2025-04-21 2025-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 20,526 -3,439 -14.35 931 -2.82 0.1195
2025-01-23 2024-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 23,965 -135 -0.56 958 -11.46 0.1200
2024-11-12 2024-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 24,100 -171 -0.70 1,082 8.20 0.1366
2024-07-25 2024-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 24,271 88 0.36 1,001 -1.38 0.1342
2024-04-30 2024-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 24,183 -1,277 -5.02 1,015 5.74 0.1308
2024-01-31 2023-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 25,460 1,239 5.12 960 22.32 0.1557
2023-10-13 2023-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 24,221 3,531 17.07 785 1.95 0.1416
2023-07-25 2023-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 20,690 1,223 6.28 769 1.59 0.1298
2023-04-20 2023-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 19,467 -30 -0.15 757 -1.43 0.1446
2023-02-02 2022-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 19,497 1,533 8.53 768 12.61 0.1615
2022-10-18 2022-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 17,964 -5,781 -24.35 682 -43.40 0.1530
2022-07-25 2022-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 23,745 -740 -3.02 1,205 -3.37 0.2366
2022-04-29 2022-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 24,485 6,287 34.55 1,247 31.82 0.2018
2022-01-21 2021-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 18,198 -4,051 -18.21 946 -21.30 0.1541
2021-11-15 2021-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 22,249 324 1.48 1,202 -2.12 0.2110
2021-07-21 2021-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 21,925 -200 -0.90 1,228 -4.58 0.2156
2021-05-04 2021-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 22,125 -337 -1.50 1,287 -2.50 0.2447
2021-02-01 2020-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 22,462 -641 -2.77 1,320 -3.93 0.2624
2020-11-03 2020-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 23,103 -2,518 -9.83 1,374 -2.69 0.3137
2020-07-30 2020-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 25,621 -2 -0.01 1,412 2.54 0.3457
2020-04-29 2020-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 25,623 -580 -2.21 1,377 -14.42 0.4246
2020-02-27 2019-12-31 13F/A-1 VERIZON COMMUNICATIONS COM 92343V104 26,203 1,274 5.11 1,609 6.91 0.3633
2020-01-27 2019-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 1,609 -23,320 1,609 373,642.0931
2019-10-28 2019-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 24,929 -11,874 -32.26 1,505 -28.44 0.3794
2019-08-02 2019-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 36,803 5,349 17.01 2,103 13.00 0.4655
2019-05-15 2019-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 31,454 -10,787 -25.54 1,861 -21.38 0.4046
2019-02-08 2018-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 42,241 8,700 25.94 2,367 32.31 0.9716
2018-10-29 2018-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 33,541 -6,699 -16.65 1,789 -11.79 0.6038
2018-08-10 2018-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 40,240 1,976 5.16 2,028 9.27 0.6462
2018-05-15 2018-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 38,264 7,619 24.86 1,856 14.57 0.5471
2018-02-12 2017-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 30,645 -7,798 -20.28 1,620 -14.60 0.3739
2017-11-14 2017-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 38,443 4,476 13.18 1,897 25.71 0.6168
2017-08-14 2017-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 33,967 33,967 1,509 0.4151
2015-01-26 2014-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 0 -244 -100.00 0 -100.00
2014-10-10 2014-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 244 0 0.00 12 0.00 0.0114
2014-07-16 2014-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 244 0 0.00 12 0.00 0.0104
2014-04-11 2014-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 244 0 0.00 12 0.00 0.0103
2014-01-16 2013-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 244 0 0.00 12 9.09 0.0086
2013-11-04 2013-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 244 -1,028 -80.82 11 -82.81 0.0076
2013-08-13 2013-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 1,272 1,272 64 0.0514
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.