Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionPinnacle Wealth Planning Services, Inc.
Latest Disclosed Ownership17,826 shares
Latest Disclosed Value $ 894,882
Pinnacle Wealth Planning Services, Inc. reports 1.16% increase in ownership of VZ / Verizon Communications Inc.

On May 11, 2026 - Pinnacle Wealth Planning Services, Inc. filed a 13F-HR form disclosing ownership of 17,826 shares of Verizon Communications Inc. (MX:VZ) valued at $894,882 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 17,622 shares of Verizon Communications Inc.. This represents a change in shares of 1.16% 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)
2026-05-11 2026-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 17,826 204 1.16 895 24.69 0.0924
2026-02-13 2025-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 17,622 -479 -2.65 718 -9.81 0.0749
2025-11-13 2025-09-30 13F Verizon Communications COM 92343V104 18,101 1,556 9.40 796 11.19 0.0932
2025-08-11 2025-06-30 13F VERIZON COMMUNICATN COM 92343V104 16,545 -923 -5.28 716 -9.72 0.0942
2025-05-15 2025-03-31 13F VERIZON COMMUNICATN COM 92343V104 17,468 986 5.98 792 20.18 0.1191
2025-02-27 2024-12-31 13F/A-1 VERIZON COMMUNICATN COM 92343V104 16,482 -3,856 -18.96 659 -27.82 0.0990
2025-02-06 2024-12-31 13F VERIZON COMMUNICATN COM 92343V104 16,482 -3,856 659 0.0920
2024-11-13 2024-09-30 13F VERIZON COMMUNICATIONS Stock 92343V104 20,338 2,119 11.63 913 21.57 0.1241
2024-08-09 2024-06-30 13F VERIZON COMMUNICATIONS Stock 92343V104 18,219 -476 -2.55 751 -4.21 0.1074
2024-05-10 2024-03-31 13F VERIZON COMMUNICATIONS Stock 92343V104 18,695 921 5.18 784 17.01 0.1149
2024-02-08 2023-12-31 13F VERIZON COMMUNICATIONS Stock 92343V104 17,774 4,167 30.62 670 51.93 0.1053
2023-11-08 2023-09-30 13F VERIZON COMMUNICATIONS Stock 92343V104 13,607 -8,753 -39.15 441 -46.93 0.0727
2023-08-07 2023-06-30 13F VERIZON COMMUNICATIONS Stock 92343V104 22,360 -5,114 -18.61 832 -22.19 0.1343
2023-05-03 2023-03-31 13F VERIZON COMMUNICATIONS Stock 92343V104 27,474 5,661 25.95 1,068 24.33 0.1776
2023-02-13 2022-12-31 13F VERIZON COMMUNICATIONS Stock 92343V104 21,813 2,590 13.47 859 17.67 0.1527
2022-11-09 2022-09-30 13F VERIZON COMMUNICATIONS Stock 92343V104 19,223 -7,187 -27.21 730 -45.52 0.1349
2022-08-03 2022-06-30 13F VERIZON COMMUNICATIONS Stock 92343V104 26,410 6,761 34.41 1,340 33.87 0.2407
2022-04-20 2022-03-31 13F VERIZON COMMUNICATIONS Stock 92343V104 19,649 9,262 89.17 1,001 85.37 0.1824
2022-01-21 2021-12-31 13F VERIZON COMMUNICATIONS Stock 92343V104 10,387 -8,347 -44.56 540 -46.64 0.1055
2021-10-29 2021-09-30 13F VERIZON COMMUNICATIONS Stock 92343V104 18,734 550 3.02 1,012 -0.69 0.2237
2021-08-02 2021-06-30 13F VERIZON COMMUNICATIONS Stock 92343V104 18,184 -31 -0.17 1,019 -3.78 0.2370
2021-04-29 2021-03-31 13F VERIZON COMMUNICATIONS Stock 92343V104 18,215 1,243 7.32 1,059 6.22 0.2716
2021-02-12 2020-12-31 13F VERIZON COMMUNICATIONS Stock 92343V104 16,972 156 0.93 997 -0.40 0.2382
2020-11-03 2020-09-30 13F VERIZON COMMUNICATIONS Stock 92343V104 16,816 1,060 6.73 1,001 15.19 0.3305
2020-07-27 2020-06-30 13F VERIZON COMMUNICATIONS Stock 92343V104 15,756 -1,739 -9.94 869 -7.45 0.2822
2020-05-11 2020-03-31 13F VERIZON COMMUNICATIONS Stock 92343V104 17,495 1,753 11.14 939 -2.80 0.4459
2020-02-07 2019-12-31 13F VERIZON COMMUNICATIONS Stock 92343V104 15,742 3,456 28.13 966 30.36 0.4544
2019-10-31 2019-09-30 13F VERIZON COMMUNICATIONS Stock 92343V104 12,286 3,461 39.22 741 47.02 0.4034
2019-08-06 2019-06-30 13F VERIZON COMMUNICATIONS Stock 92343V104 8,825 1,234 16.26 504 12.25 0.3041
2019-05-08 2019-03-31 13F VERIZON COMMUNICATIONS Stock 92343V104 7,591 -4,238 -35.83 449 -32.48 0.3014
2019-03-01 2018-12-31 13F VERIZON COMMUNICATIONS Stock 92343V104 11,829 2,180 22.59 665 28.88 0.4255
2019-02-28 2018-09-30 13F VERIZON COMMUNICATIONS Stock 92343V104 9,649 119 1.25 516 7.50 0.4718
2019-02-28 2018-06-30 13F VERIZON COMMUNICATIONS Stock 92343V104 9,530 -119 -1.23 480 4.12 0.4662
2019-02-28 2018-03-31 13F VERIZON COMMUNICATIONS Stock 92343V104 9,649 -1,534 -13.72 461 -22.13 0.4742
2018-02-12 2017-12-31 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 11,183 11,183 592 1.2059
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.