Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionJGP Wealth Management, LLC
Latest Disclosed Ownership20,030 shares
Latest Disclosed Value $ 1,005,501
JGP Wealth Management, LLC reports 6.17% decrease in ownership of VZ / Verizon Communications Inc.

On April 8, 2026 - JGP Wealth Management, LLC filed a 13F-HR form disclosing ownership of 20,030 shares of Verizon Communications Inc. (MX:VZ) valued at $1,005,501 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 21,348 shares of Verizon Communications Inc.. This represents a change in shares of -6.17% 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)
2026-04-08 2026-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 20,030 -1,318 -6.17 1,006 15.65 0.1046
2026-01-12 2025-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 21,348 584 2.81 869 -3.55 0.0906
2025-10-15 2025-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 20,764 1,039 5.27 901 5.63 0.0999
2025-07-28 2025-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 19,725 101 0.51 854 -4.16 0.1034
2025-04-09 2025-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 19,624 -340 -1.70 890 11.53 0.1171
2025-01-15 2024-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 19,964 -149 -0.74 798 -11.63 0.1032
2024-10-09 2024-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 20,113 -1,000 -4.74 903 3.79 0.1163
2024-07-12 2024-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 21,113 -12 -0.06 871 -1.81 0.1242
2024-04-24 2024-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 21,125 12,594 147.63 886 176.01 0.1287
2024-01-10 2023-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 8,531 633 8.01 322 25.88 0.0477
2023-10-19 2023-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 7,898 7,898 256 0.0429
2023-08-10 2023-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 0 -6,220 -100.00 0 -100.00
2023-04-14 2023-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 6,220 -11,442 -64.78 242 -65.32 0.0424
2023-02-10 2022-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 17,662 -242,727 -93.22 696 -92.76 0.1279
2022-10-14 2022-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 260,389 10,254 4.10 9,595 -25.53 2.0180
2022-07-19 2022-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 250,135 8,325 3.44 12,884 -0.46 2.6004
2022-04-20 2022-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 241,810 143,557 146.11 12,944 143.86 2.3873
2022-01-18 2021-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 98,253 -86,135 -46.71 5,308 -46.70 0.9883
2021-10-13 2021-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 184,388 9,371 5.35 9,959 1.56 2.1518
2021-08-12 2021-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 175,017 81,364 86.88 9,806 80.06 2.1087
2021-04-28 2021-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 93,653 9,677 11.52 5,446 17.62 1.2203
2021-02-10 2020-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 83,976 4,342 5.45 4,630 -2.46 1.0728
2020-10-13 2020-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 79,634 1,711 2.20 4,747 10.01 1.2605
2020-07-13 2020-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 77,923 4,457 6.07 4,315 1.63 1.2690
2020-04-14 2020-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 73,466 2,095 2.94 4,246 -1.30 1.5047
2020-01-09 2019-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 71,371 4,569 6.84 4,302 9.33 1.2716
2019-10-24 2019-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 66,802 653 0.99 3,935 4.13 1.3640
2019-07-15 2019-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 66,149 1,062 1.63 3,779 -1.82 1.3389
2019-05-13 2019-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 65,087 23,034 54.77 3,849 62.82 1.4576
2019-01-17 2018-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 42,053 1,255 3.08 2,364 8.94 0.9778
2018-11-27 2018-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 40,798 3,382 9.04 2,170 15.30 0.8683
2018-08-10 2018-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 37,416 37,416 1,882 0.7853
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.