Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionSummit Financial Strategies, Inc.
Latest Disclosed Ownership5,360 shares
Latest Disclosed Value $ 269,055
Summit Financial Strategies, Inc. reports 20.57% decrease in ownership of VZ / Verizon Communications Inc.

On May 1, 2026 - Summit Financial Strategies, Inc. filed a 13F-HR form disclosing ownership of 5,360 shares of Verizon Communications Inc. (MX:VZ) valued at $269,055 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 6,748 shares of Verizon Communications Inc.. This represents a change in shares of -20.57% 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)
2026-05-01 2026-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 5,360 -1,388 -20.57 269 -1.82 0.0212
2026-01-27 2025-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 6,748 1,264 23.05 275 13.69 0.0226
2025-10-22 2025-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 5,484 -94 -1.69 241 0.00 0.0207
2025-07-17 2025-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 5,578 -104 -1.83 241 -6.23 0.0223
2025-05-12 2025-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 5,682 -247 -4.17 258 8.44 0.0260
2025-01-22 2024-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 5,929 478 8.77 237 -2.87 0.0262
2024-10-16 2024-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 5,451 482 9.70 245 19.61 0.0276
2024-07-19 2024-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 4,969 34 0.69 205 -1.45 0.0255
2024-05-09 2024-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 4,935 4,935 207 0.0289
2023-04-21 2023-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 0 -6,788 -100.00 0 -100.00
2023-01-20 2022-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 6,788 -3,159 -31.76 267 -29.37 0.0576
2022-10-21 2022-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 9,947 2,526 34.04 378 0.27 0.0897
2022-07-25 2022-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 7,421 2,376 47.10 377 46.69 0.0883
2022-05-04 2022-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 5,045 -704 -12.25 257 -14.05 0.0517
2022-02-03 2021-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 5,749 -2,616 -31.27 299 -33.85 0.0577
2021-11-10 2021-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 8,365 259 3.20 452 -0.44 0.0864
2021-08-11 2021-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 8,106 8,106 454 0.0899
2021-05-11 2021-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 0 -5,618 -100.00 0 -100.00
2021-02-05 2020-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 5,618 91 1.65 330 0.30 0.1134
2020-11-16 2020-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 5,527 51 0.93 329 8.94 0.1340
2020-07-31 2020-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 5,476 51 0.94 302 3.78 0.1343
2020-05-11 2020-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 5,425 5,425 -0.93 291 -3.64 0.1578
2020-02-11 2019-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 0 -6,472 -100.00 0 -100.00
2019-11-14 2019-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 6,472 11 0.17 391 5.96 0.1879
2019-08-08 2019-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 6,461 0 0.00 369 -3.40 0.1791
2019-05-14 2019-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 6,461 0 0.00 382 5.23 0.1938
2019-02-06 2018-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 6,461 0 0.00 363 5.22 0.2036
2018-11-08 2018-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 6,461 0 0.00 345 6.15 0.1573
2018-08-03 2018-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 6,461 -122 -1.85 325 3.17 0.1579
2018-05-14 2018-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 6,583 -1,317 -16.67 315 -24.64 0.1631
2018-01-29 2017-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 7,900 -125 -1.56 418 5.29 0.2188
2017-11-09 2017-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 8,025 -860 -9.68 397 0.00 0.2291
2017-08-01 2017-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 8,885 8,885 10.72 397 0.00 0.2394
2017-05-15 2017-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 0 -6,383 -100.00 0 -100.00
2017-02-08 2016-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 6,383 86 1.37 341 4.28 0.2331
2016-11-10 2016-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 6,297 -464 -6.86 327 -13.49 0.2294
2016-07-27 2016-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 6,761 312 4.84 378 8.31 0.2806
2016-05-09 2016-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 6,449 -94 -1.44 349 15.56 0.2554
2016-02-01 2015-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 6,543 366 5.93 302 12.27 0.2350
2015-11-03 2015-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 6,177 -6,422 -50.97 269 -55.17 0.2233
2015-08-06 2015-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 12,599 6,245 98.28 600 94.17 0.4679
2015-05-14 2015-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 6,354 89 1.42 309 5.46 0.2489
2015-02-13 2014-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 6,265 6,265 293 0.2372
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.