Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionNorthern Oak Wealth Management Inc
Latest Disclosed Ownership195,209 shares
Latest Disclosed Value $ 9,799,491
Northern Oak Wealth Management Inc reports 0.96% decrease in ownership of VZ / Verizon Communications Inc.

On May 14, 2026 - Northern Oak Wealth Management Inc filed a 13F-HR form disclosing ownership of 195,209 shares of Verizon Communications Inc. (MX:VZ) valued at $9,799,491 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 197,095 shares of Verizon Communications Inc.. This represents a change in shares of -0.96% 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 195,209 -1,886 -0.96 9,799 22.08 1.2230
2026-01-29 2025-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 197,095 -16,585 -7.76 8,028 -14.52 1.0071
2025-10-31 2025-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 213,680 -747 -0.35 9,391 1.22 1.1525
2025-07-16 2025-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 214,427 -4,357 -1.99 9,278 -6.51 1.1747
2025-05-09 2025-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 218,784 -7,378 -3.26 9,924 9.73 1.2780
2025-01-21 2024-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 226,162 -20,942 -8.47 9,044 -18.50 1.1450
2024-10-30 2024-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 247,104 -11,542 -4.46 11,097 4.04 1.2917
2024-07-26 2024-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 258,646 4,347 1.71 10,667 -0.04 1.2848
2024-05-01 2024-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 254,299 -969 -0.38 10,670 10.88 1.2681
2024-01-11 2023-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 255,268 -20,707 -7.50 9,624 7.59 1.1496
2023-10-24 2023-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 275,975 607 0.22 8,944 -12.66 1.1120
2023-07-31 2023-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 275,368 -5,976 -2.12 10,241 -6.41 1.2199
2023-05-09 2023-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 281,344 46,549 19.83 10,941 18.28 1.3105
2023-02-13 2022-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 234,795 48,420 25.98 9,251 30.71 1.3209
2022-11-14 2022-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 186,375 1,509 0.82 7,077 -24.57 1.0591
2022-08-16 2022-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 184,866 1,601 0.87 9,382 0.50 1.3212
2022-05-24 2022-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 183,265 -5,124 -2.72 9,335 -4.64 1.1434
2022-02-16 2021-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 188,389 3,488 1.89 9,789 -1.98 1.1061
2021-11-15 2021-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 184,901 4,966 2.76 9,987 -0.94 1.2179
2021-08-17 2021-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 179,935 5,820 3.34 10,082 -0.42 1.2186
2021-05-14 2021-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 174,115 5,857 3.48 10,125 2.43 1.3099
2021-02-16 2020-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 168,258 2,362 1.42 9,885 0.16 1.3176
2020-11-16 2020-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 165,896 21,529 14.91 9,869 24.00 1.4394
2020-08-17 2020-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 144,367 5,139 3.69 7,959 6.39 1.2603
2020-05-15 2020-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 139,228 6,384 4.81 7,481 -8.29 1.4211
2020-01-27 2019-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 132,844 -16,790 -11.22 8,157 -9.69 1.2505
2019-10-31 2019-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 149,634 1,316 0.89 9,032 6.60 1.3109
2019-07-30 2019-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 148,318 920 0.62 8,473 -2.79 1.2770
2019-04-24 2019-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 147,398 -2,846 -1.89 8,716 3.20 1.3274
2019-02-14 2018-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 150,244 -23,318 -13.43 8,446 -8.85 1.4136
2018-11-15 2018-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 173,562 -3,312 -1.87 9,266 4.14 1.3529
2018-08-13 2018-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 176,874 13,954 8.56 8,898 14.21 1.3938
2018-05-11 2018-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 162,920 -3,868 -2.32 7,791 -11.75 1.3307
2018-02-16 2017-12-31 13F VERIZON COMMUNICATIONS I COM 92343V104 166,788 3,377 2.07 8,828 9.16 1.3906
2017-11-15 2017-09-30 13F Verizon Communctns COM 92343V104 163,411 -3,680 -2.20 8,087 8.38 1.5090
2017-08-14 2017-06-30 13F Verizon Communctns COM 92343V104 167,091 -7,854 -4.49 7,462 -12.51 1.4065
2017-05-17 2017-03-31 13F Verizon Communctns COM 92343V104 174,945 -5,122 -2.84 8,529 -11.27 1.6371
2017-02-15 2016-12-31 13F Verizon Communctns COM 92343V104 180,067 17,077 10.48 9,612 13.46 1.9399
2016-11-15 2016-09-30 13F Verizon Communctns COM 92343V104 162,990 4,237 2.67 8,472 -4.43 1.8390
2016-08-15 2016-06-30 13F Verizon Communctns COM 92343V104 158,753 4,904 3.19 8,865 6.55 1.9240
2016-05-03 2016-03-31 13F Verizon Communctns COM 92343V104 153,849 7,845 5.37 8,320 23.30 1.9010
2016-02-11 2015-12-31 13F Verizon Communctns COM 92343V104 146,004 -612 -0.42 6,748 5.78 1.5853
2015-11-10 2015-09-30 13F Verizon Communctns COM 92343V104 146,616 774 0.53 6,379 -6.16 1.5827
2015-08-12 2015-06-30 13F Verizon Communctns COM 92343V104 145,842 1,661 1.15 6,798 -3.05 1.8577
2015-05-04 2015-03-31 13F Verizon Communctns COM 92343V104 144,181 144,181 0.00 7,012 1.9044
2015-02-03 2014-12-31 13F Verizon Communctns COM 92343V104 0 -152,299 -100.00 0 -100.00
2014-11-06 2014-09-30 13F Verizon Communctns COM 92343V104 152,299 3,539 2.38 7,613 4.59 2.0996
2014-08-06 2014-06-30 13F Verizon Communctns COM 92343V104 148,760 5,766 4.03 7,279 7.01 1.9702
2014-04-28 2014-03-31 13F Verizon Communctns COM 92343V104 142,994 7,980 5.91 6,802 2.52 1.9928
2014-02-11 2013-12-31 13F/A-1 Verizon Communctns COM 92343V104 135,014 1,312 0.98 6,635 6.31 1.9483
2014-02-07 2013-12-31 13F Verizon Communctns COM 92343V104 133,702 6,241
2013-10-30 2013-09-30 13F Verizon Communctns COM 92343V104 133,702 921 0.69 6,241 -6.63 2.0484
2013-08-09 2013-06-30 13F Verizon Communctns COM 92343V104 132,781 132,781 6,684 2.2939
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.