Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionMBM Wealth Consultants, LLC
Latest Disclosed Ownership11,467 shares
Latest Disclosed Value $ 575,645
MBM Wealth Consultants, LLC reports 6.70% increase in ownership of VZ / Verizon Communications Inc.

On April 20, 2026 - MBM Wealth Consultants, LLC filed a 13F-HR form disclosing ownership of 11,467 shares of Verizon Communications Inc. (MX:VZ) valued at $575,645 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 10,747 shares of Verizon Communications Inc.. This represents a change in shares of 6.70% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-20 2026-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 11,467 720 6.70 576 31.58 0.1322
2026-01-26 2025-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 10,747 1,033 10.63 438 2.58 0.1041
2025-10-31 2025-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 9,714 305 3.24 427 4.67 0.1060
2025-08-13 2025-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 9,409 780 9.04 407 4.09 0.1090
2025-04-28 2025-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 8,629 1,280 17.42 391 32.54 0.1156
2025-01-17 2024-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 7,349 533 7.82 295 -3.59 0.0880
2024-10-07 2024-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 6,816 38 0.56 306 9.68 0.0965
2024-07-30 2024-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 6,778 76 1.13 280 -0.71 0.0955
2024-04-18 2024-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 6,702 -276 -3.96 281 -4.10 0.0989
2024-01-30 2023-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 6,978 192 2.83 293 40.87 0.1096
2023-10-19 2023-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 6,786 547 8.77 208 -4.15 0.0905
2023-07-24 2023-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 6,239 1,089 21.15 217 0.0931
2023-05-31 2023-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 5,150 0 0.00 0 0.1073
2023-02-15 2022-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 5,150 2,161 72.30 0 -100.00 0.0958
2022-10-24 2022-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 2,989 189 6.75 117 -17.61 0.0564
2022-08-15 2022-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 2,800 -417 -12.96 142 -13.41 0.0694
2022-05-16 2022-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 3,217 -3,184 -49.74 164 -50.75 0.0681
2022-02-15 2021-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 6,401 -2,506 -28.14 333 -30.77 0.1382
2021-11-16 2021-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 8,907 937 11.76 481 7.85 0.2196
2021-08-13 2021-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 7,970 325 4.25 446 0.22 0.2093
2021-05-10 2021-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 7,645 706 10.17 445 9.07 0.2260
2021-02-09 2020-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 6,939 -575 -7.65 408 -8.72 0.2222
2020-11-12 2020-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 7,514 191 2.61 447 10.92 0.2855
2020-08-07 2020-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 7,323 -3,725 -33.72 403 -32.15 0.2842
2020-05-13 2020-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 11,048 659 6.34 594 -6.75 0.4916
2020-02-11 2019-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 10,389 -105 -1.00 637 0.63 0.4722
2019-10-30 2019-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 10,494 54 0.52 633 5.68 0.4973
2019-07-30 2019-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 10,440 305 3.01 599 0.00 0.4979
2019-04-25 2019-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 10,135 94 0.94 599 6.02 0.5252
2019-02-13 2018-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 10,041 10,041 565 0.5509
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.