Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionKlingman & Associates, LLC
Latest Disclosed Ownership11,940 shares
Latest Disclosed Value $ 599,388
Klingman & Associates, LLC reports 24.28% increase in ownership of VZ / Verizon Communications Inc.

On May 14, 2026 - Klingman & Associates, LLC filed a 13F-HR form disclosing ownership of 11,940 shares of Verizon Communications Inc. (MX:VZ) valued at $599,388 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 9,607 shares of Verizon Communications Inc.. This represents a change in shares of 24.28% 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 11,940 2,333 24.28 599 53.20 0.0287
2026-01-29 2025-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 9,607 -107 -1.10 391 -8.22 0.0189
2025-10-27 2025-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 9,714 905 10.27 427 11.81 0.0215
2025-07-30 2025-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 8,809 3,886 78.94 381 70.85 0.0210
2025-05-13 2025-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 4,923 -1,763 -26.37 223 -16.48 0.0137
2025-01-31 2024-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 6,686 -435 -6.11 267 -16.30 0.0164
2024-11-01 2024-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 7,121 -381 -5.08 320 3.24 0.0198
2024-07-30 2024-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 7,502 -5,623 -42.84 309 -43.82 0.0209
2024-05-01 2024-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 13,125 378 2.97 551 14.58 0.0382
2024-01-29 2023-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 12,747 604 4.97 481 22.14 0.0353
2023-10-30 2023-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 12,143 -216 -1.75 394 -14.38 0.0318
2023-07-31 2023-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 12,359 546 4.62 460 0.00 0.0371
2023-05-03 2023-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 11,813 1,450 13.99 459 12.50 0.0396
2023-02-03 2022-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 10,363 4,352 72.40 408 78.95 0.0358
2022-10-28 2022-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 6,011 -1,478 -19.74 228 -40.00 0.0224
2022-07-27 2022-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 7,489 -982 -11.59 380 -12.04 0.0371
2022-05-06 2022-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 8,471 4,151 96.09 432 92.86 0.0367
2022-01-31 2021-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 4,320 344 8.65 224 4.19 0.0192
2021-11-01 2021-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 3,976 -629 -13.66 215 -16.67 0.0201
2021-07-27 2021-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 4,605 -1,970 -29.96 258 -32.46 0.0247
2021-04-29 2021-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 6,575 1,533 30.40 382 29.05 0.0395
2021-02-09 2020-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 5,042 314 6.64 296 5.34 0.0342
2020-11-03 2020-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 4,728 4,728 281 0.0378
2020-04-29 2020-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 0 -4,103 -100.00 0 -100.00
2020-01-29 2019-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 4,103 -500 -10.86 252 -9.35 0.0412
2019-10-22 2019-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 4,603 -302 -6.16 278 -0.71 0.0498
2019-09-27 2019-06-30 13F/A-1 VERIZON COMMUNICATIONS COM 92343V104 4,905 -94 -1.88 280 -5.41 0.0520
2019-05-03 2019-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 4,999 -102 -2.00 296 3.14 0.0577
2019-01-28 2018-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 5,101 366 7.73 287 13.44 0.0646
2018-10-26 2018-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 4,735 0 0.00 253 6.30 0.0518
2018-08-01 2018-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 4,735 -323 -6.39 238 -1.65 0.0512
2018-04-25 2018-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 5,058 -163 -3.12 242 -12.32 0.0543
2018-02-02 2017-12-31 13F VERIZON COMMUNICATIONS I COM 92343V104 5,221 -352 -6.32 276 0.00 0.0603
2017-10-24 2017-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 5,573 -2,055 -26.94 276 -19.06 0.0679
2017-07-21 2017-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 7,628 3,053 66.73 341 52.91 0.0909
2017-05-04 2017-03-31 13F VERIZON COMMUNICATIONS I COM 92343V104 4,575 179 4.07 223 -5.11 0.0619
2017-01-26 2016-12-31 13F VERIZON COMMUNICATIONS IN COM 92343V104 4,396 -211 -4.58 235 -1.67 0.0713
2016-10-19 2016-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 4,607 211 4.80 239 -2.45 0.0720
2016-08-03 2016-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 4,396 5 0.11 245 3.38 0.0792
2016-04-18 2016-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 4,391 4 0.09 237 16.75 0.0849
2016-02-09 2015-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 4,387 -41 -0.93 203 5.73 0.0759
2016-02-09 2015-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 4,428 -164 -3.57 192 -10.28 0.0753
2016-02-09 2015-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 4,592 0 0.00 214 -4.04 0.0842
2016-02-09 2015-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 4,592 729 18.87 223 23.89 0.0917
2016-02-09 2014-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 3,863 3,863 180 0.0748
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.