Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionJeppson Wealth Management, Llc
Latest Disclosed Ownership90,470 shares
Latest Disclosed Value $ 4,541,570
Jeppson Wealth Management, Llc reports 2.61% decrease in ownership of VZ / Verizon Communications Inc.

On April 14, 2026 - Jeppson Wealth Management, Llc filed a 13F-HR form disclosing ownership of 90,470 shares of Verizon Communications Inc. (MX:VZ) valued at $4,541,570 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 92,898 shares of Verizon Communications Inc.. This represents a change in shares of -2.61% 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)
2026-04-14 2026-03-31 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 90,470 -2,428 -2.61 4,542 20.04 1.4237
2026-01-27 2025-12-31 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 92,898 4,897 5.56 3,784 -2.17 1.1980
2025-10-15 2025-09-30 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 88,001 832 0.95 3,868 2.55 1.2337
2025-07-15 2025-06-30 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 87,169 -677 -0.77 3,772 -5.35 1.3046
2025-04-24 2025-03-31 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 87,846 3,212 3.80 3,985 17.73 1.4587
2025-01-22 2024-12-31 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 84,634 335 0.40 3,385 -10.59 1.2277
2024-11-05 2024-09-30 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 84,299 -686 -0.81 3,786 8.02 1.3562
2024-08-05 2024-06-30 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 84,985 135 0.16 3,505 -1.57 1.3370
2024-04-17 2024-03-31 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 84,850 -393 -0.46 3,560 10.80 1.3814
2024-01-11 2023-12-31 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 85,243 -11,997 -12.34 3,214 1.97 1.3307
2023-10-25 2023-09-30 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 97,240 -20,164 -17.17 3,152 -27.83 1.4444
2023-07-31 2023-06-30 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 117,404 34,324 41.31 4,366 35.17 1.9000
2023-04-28 2023-03-31 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 83,080 8,590 11.53 3,231 10.09 1.4067
2023-01-27 2022-12-31 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 74,490 -37,762 -33.64 2,935 -31.16 1.2343
2022-10-20 2022-09-30 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 112,252 -19,652 -14.90 4,262 -36.33 1.9322
2022-08-03 2022-06-30 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 131,904 65,805 99.56 6,694 98.81 2.8789
2022-04-27 2022-03-31 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 66,099 -3,452 -4.96 3,367 -6.83 1.5712
2022-01-19 2021-12-31 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 69,551 21,268 44.05 3,614 38.63 1.7434
2021-11-17 2021-09-30 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 48,283 6,534 15.65 2,607 11.46 1.3589
2021-07-20 2021-06-30 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 41,749 3,932 10.40 2,339 6.37 1.2754
2021-05-19 2021-03-31 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 37,817 7,253 23.73 2,199 22.44 1.3076
2021-03-05 2020-12-31 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 30,564 -115 -0.37 1,796 -1.59 1.1941
2020-11-19 2020-09-30 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 30,679 30,679 1,825 1.4298
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.