Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionM Holdings Securities, Inc.
Latest Disclosed Ownership57,534 shares
Latest Disclosed Value $ 2,736
M Holdings Securities, Inc. reports 14.70% decrease in ownership of VZ / Verizon Communications Inc.

On May 12, 2026 - M Holdings Securities, Inc. filed a 13F-HR form disclosing ownership of 57,534 shares of Verizon Communications Inc. (MX:VZ) valued at $2,736 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 67,447 shares of Verizon Communications Inc.. This represents a change in shares of -14.70% 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)
2026-05-12 2026-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 57,534 -9,913 -14.70 3 0.00 0.1850
2026-02-11 2025-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 67,447 67,447 3 0.1967
2025-11-13 2025-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 0 -75,048 -100.00 0 -100.00
2025-08-13 2025-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 75,048 -3,251 -4.15 3 0.00 0.5556
2025-05-13 2025-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 78,299 -6,532 -7.70 4 0.00 0.5910
2025-02-13 2024-12-31 13F/A-1 VERIZON COMMUNICATIONS INC COM COM 92343V104 84,831 -984 -1.15 3 0.00 0.5469
2025-02-11 2024-12-31 13F VERIZON COMMUNICATIONS INC COM COM 92343V104 3,392 -82,423 85 1.1351
2024-11-12 2024-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 85,815 -52,824 -38.10 4 -40.00 0.9693
2024-08-13 2024-06-30 13F VERIZON COMMUNICATIONS INC COM COM 92343V104 138,639 45,436 48.75 6 66.67 0.7411
2024-05-14 2024-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 93,203 -5,062 -5.15 4 0.00 0.6574
2024-02-14 2023-12-31 13F VERIZON COMMUNICATIONS INC COM COM 92343V104 98,265 8,755 9.78 4 50.00 0.4186
2024-02-14 2023-09-30 13F VERIZON COMMUNICATIONS INC COM COM 92343V104 89,510 65,560 273.74 3 0.3828
2023-09-26 2023-06-30 13F VERIZON COMMUNICATIONS INC COM COM 92343V104 23,950 -67,922 -73.93 1 -100.00 0.1837
2023-05-16 2023-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 91,872 -924 -1.00 4 0.00 0.3697
2023-02-13 2022-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 92,796 14,678 18.79 4 -99.90 0.3852
2022-11-17 2022-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 78,118 8,151 11.65 2,966 -16.47 0.3278
2022-08-16 2022-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 69,967 170 0.24 3,551 -0.11 0.3596
2022-05-24 2022-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 69,797 15,388 28.28 3,555 16.60 0.2692
2021-08-19 2021-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 54,409 -1,440 -2.58 3,049 -6.13 0.2980
2021-05-12 2021-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 55,849 10,925 24.32 3,248 23.08 0.2958
2021-02-26 2020-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 44,924 1,104 2.52 2,639 1.23 0.3368
2020-11-16 2020-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 43,820 -4,091 -8.54 2,607 -1.29 0.4158
2020-08-21 2020-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 47,911 -16,708 -25.86 2,641 -23.93 0.4725
2020-05-13 2020-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 64,619 30,009 86.71 3,472 63.39 0.5139
2020-02-10 2019-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 34,610 886 2.63 2,125 4.37 0.6209
2019-11-01 2019-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 33,724 2,060 6.51 2,036 12.55 0.6245
2019-08-16 2019-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 31,664 -12,618 -28.49 1,809 -30.90 0.6120
2019-05-17 2019-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 44,282 20,116 83.24 2,618 92.64 0.6057
2019-02-16 2018-12-31 13F/A-1 VERIZON COMMUNICATIONS INC COM EQUITY 92343V104 24,166 -387 -1.58 1,359 3.66 0.4216
2019-02-15 2018-12-31 13F VERIZON COMMUNICATIONS INC COM EQUITY 92343V104 24,166 -387 1,359
2018-11-16 2018-09-30 13F VERIZON COMMUNICATIONS INC COM Equity 92343V104 24,553 -108 -0.44 1,311 5.64 0.3434
2018-08-16 2018-06-30 13F VERIZON COMMUNICATIONS INC COM Equity 92343V104 24,661 -107 -0.43 1,241 4.81 0.3411
2018-05-17 2018-03-31 13F VERIZON COMMUNICATIONS INC COM Equity 92343V104 24,768 -149 -0.60 1,184 -10.24 0.3615
2018-02-15 2017-12-31 13F/A-1 VERIZON COMMUNICATIONS INC COM Equity 92343V104 24,917 -5,001 -16.72 1,319 -10.94 0.3973
2018-02-14 2017-12-31 13F VERIZON COMMUNICATIONS INC COM Equity 92343V104 24,917 -5,001 410
2017-11-15 2017-09-30 13F VERIZON COMMUNICATIONS INC COM Equity 92343V104 29,918 -3,029 -9.19 1,481 0.68 0.4672
2017-08-22 2017-06-30 13F VERIZON COMMUNICATIONS INC COM Equity 92343V104 32,947 14,386 77.51 1,471 62.54 0.5019
2017-06-30 2017-03-31 13F VERIZON COMMUNICATIONS INC COM EQUITY 92343V104 18,561 661 3.69 905 -5.24 0.3488
2017-02-28 2016-12-31 13F VERIZON COMMUNICATIONS INC COM COM 92343V104 17,900 2,683 17.63 955 20.73 0.3308
2016-11-23 2016-09-30 13F VERIZON MUNICATIONS COM 92343V104 15,217 681 4.68 791 -2.59 0.3604
2016-08-17 2016-06-30 13F VERIZON COMMUNICATIONS INC COM COM 92343V104 14,536 1,833 14.43 812 18.20 0.4157
2016-05-25 2016-03-31 13F * VERIZON COMMUNICATIONS INC COM COM 92343V104 12,703 -4,226 -24.96 687 -12.15 0.4205
2016-02-24 2015-12-31 13F VERIZON COMMUNICATIONS INC COM COM 92343V104 16,929 1,178 7.48 782 14.16 0.5232
2015-11-17 2015-09-30 13F * VERIZON COMMUNICATIONS INC COM COM 92343V104 15,751 997 6.76 685 -0.44 0.4875
2016-02-24 2015-06-30 13F/A-1 * VERIZON COMMUNICATIONS INC COM COM 92343V104 14,754 290 2.00 688 -2.13 0.4599
2015-08-13 2015-06-30 13F VERIZON COMMUNICATIONS INC COM COM 92343V104 14,754 688
2015-04-14 2015-03-31 13F VERIZON COMMUNICATIONS INC COM COM 92343V104 14,464 -315 -2.13 703 1.74 0.4591
2015-02-13 2014-12-31 13F VERIZON COMMUNICATIONS INC COM COM 92343V104 14,779 1,146 8.41 691 -0.86 0.4482
2014-11-17 2014-09-30 13F VERIZON COMMUNICATIONS INC COM COM 92343V104 13,633 3,506 34.62 697 40.81 0.3893
2014-09-17 2014-06-30 13F VERIZON COMMUNICATIONS INC COM COM 92343V104 10,127 2,479 32.41 495 35.99 0.3163
2014-05-12 2014-03-31 13F VERIZON COMMUNICATIONS INC COM COM 92343V104 7,648 1,900 33.05 364 29.08 0.3818
2014-02-13 2013-12-31 13F VERIZONCOMMUNICATIONS INCCOM COM 92343V104 5,748 5,748 282 0.2010
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.