Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionWinch Advisory Services, LLC
Latest Disclosed Ownership42,611 shares
Latest Disclosed Value $ 2,139,075
Winch Advisory Services, LLC reports 1.25% increase in ownership of VZ / Verizon Communications Inc.

On April 30, 2026 - Winch Advisory Services, LLC filed a 13F-HR form disclosing ownership of 42,611 shares of Verizon Communications Inc. (MX:VZ) valued at $2,139,075 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 42,087 shares of Verizon Communications Inc.. This represents a change in shares of 1.25% 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)
2026-04-30 2026-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 42,611 524 1.25 2,139 24.80 0.4883
2026-02-03 2025-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 42,087 1,134 2.77 1,714 -4.72 0.3792
2025-11-12 2025-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 40,953 2,836 7.44 1,800 9.10 0.4050
2025-08-07 2025-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 38,117 579 1.54 1,649 -3.11 0.4027
2025-05-06 2025-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 37,538 2,042 5.75 1,703 19.94 0.4502
2025-01-14 2024-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 35,496 1,405 4.12 1,419 -7.32 0.3692
2024-10-21 2024-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 34,091 1,019 3.08 1,531 12.33 0.4234
2024-07-31 2024-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 33,072 1,993 6.41 1,364 4.52 0.3900
2024-05-14 2024-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 31,079 6,530 26.60 1,304 40.97 0.3983
2024-01-18 2023-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 24,549 1,741 7.63 926 0.3069
2023-11-06 2023-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 22,808 2,373 11.61 1 0.2711
2023-08-08 2023-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 20,435 1,490 7.86 1 0.2729
2023-05-10 2023-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 18,945 3,634 23.73 1 0.2860
2023-01-26 2022-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 15,311 6,890 81.82 1 -100.00 0.2572
2022-10-31 2022-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 8,421 -555 -6.18 320 -29.82 0.1374
2022-08-12 2022-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 8,976 97 1.09 456 0.88 0.1861
2022-04-26 2022-03-31 13F VERIZON COMMUNICATIONS COM COM 92343V104 8,879 624 7.56 452 5.36 0.1572
2022-02-04 2021-12-31 13F VERIZON COMMUNICATIONS COM COM 92343V104 8,255 -234 -2.76 429 -6.33 0.1418
2021-11-10 2021-09-30 13F VERIZON COMMUNICATIONS COM COM 92343V104 8,489 246 2.98 458 -0.87 0.1596
2021-08-05 2021-06-30 13F VERIZON COMMUNICATIONS COM COM 92343V104 8,243 113 1.39 462 -2.33 0.1662
2021-05-03 2021-03-31 13F VERIZON COMMUNICATIONS COM COM 92343V104 8,130 133 1.66 473 0.64 0.1896
2021-02-09 2020-12-31 13F VERIZON COMMUNICATIONS COM COM 92343V104 7,997 -152 -1.87 470 -3.09 0.1953
2020-11-04 2020-09-30 13F VERIZON COMMUNICATIONS COM COM 92343V104 8,149 -21 -0.26 485 7.78 0.2053
2020-08-12 2020-06-30 13F VERIZON COMMUNICATIONS COM COM 92343V104 8,170 421 5.43 450 8.17 0.2139
2020-05-13 2020-03-31 13F VERIZON COMMUNICATIONS COM COM 92343V104 7,749 35 0.45 416 -12.24 0.2069
2020-02-12 2019-12-31 13F VERIZON COMMUNICATIONS COM COM 92343V104 7,714 340 4.61 474 6.52 0.2248
2019-11-13 2019-09-30 13F VERIZON COMMUNICATIONS COM COM 92343V104 7,374 242 3.39 445 9.34 0.2317
2019-08-07 2019-06-30 13F VERIZON COMMUNICATIONS COM COM 92343V104 7,132 658 10.16 407 6.27 0.2121
2019-05-13 2019-03-31 13F VERIZON COMMUNICATIONS COM COM 92343V104 6,474 785 13.80 383 19.69 0.2118
2019-02-05 2018-12-31 13F VERIZON COMMUNICATIONS COM COM 92343V104 5,689 -225 -3.80 320 1.27 0.1780
2018-11-13 2018-09-30 13F VERIZON COMMUNICATIONS COM COM 92343V104 5,914 2 0.03 316 6.40 0.1588
2018-08-13 2018-06-30 13F VERIZON COMMUNICATIONS COM COM 92343V104 5,912 -26,024 -81.49 297 -80.55 0.1600
2018-05-11 2018-03-31 13F VERIZON COMMUNICATIONS COM COM 92343V104 31,936 -49,327 -60.70 1,527 -64.50 0.8945
2018-02-13 2017-12-31 13F VERIZON COMMUNICATIONS COM COM 92343V104 81,263 -10,836 -11.77 4,301 -5.64 2.5860
2017-11-13 2017-09-30 13F VERIZON COMMUNICATIONS COM COM 92343V104 92,099 -3,478 -3.64 4,558 6.79 2.9648
2017-08-07 2017-06-30 13F Verizon Communications COM 92343V104 95,577 -2,039 -2.09 4,268 -10.32 2.6857
2017-05-01 2017-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 97,616 -1,348 -1.36 4,759 -9.92 3.0200
2017-01-19 2016-12-31 13F VERIZON COMMUNICATIONS COM COM 92343V104 98,964 -11,095 -10.08 5,283 -7.66 3.6356
2016-11-02 2016-09-30 13F VERIZON COMMUNICATIONS COM COM 92343V104 110,059 20,133 22.39 5,721 13.94 4.6639
2016-08-10 2016-06-30 13F VERIZON COMMUNICATIONS COM COM 92343V104 89,926 172 0.19 5,021 3.44 6.0892
2016-05-12 2016-03-31 13F VERIZON COMMUNICATIONS COM COM 92343V104 89,754 -338 -0.38 4,854 16.57 7.8303
2016-01-22 2015-12-31 13F VERIZON COMMUNICATIONS COM COM 92343V104 90,092 -1,390 -1.52 4,164 4.62 4.7206
2015-11-13 2015-09-30 13F VERIZON COMMUNICATIONS COM COM 92343V104 91,482 -45 -0.05 3,980 -6.70 5.8165
2015-08-11 2015-06-30 13F VERIZON COMMUNICATIONS COM COM 92343V104 91,527 -9,397 -9.31 4,266 -13.08 2.3316
2015-05-14 2015-03-31 13F VERIZON COMMUNICATIONS COM COM 92343V104 100,924 415 0.41 4,908 4.38 2.8587
2015-02-11 2014-12-31 13F VERIZON COMMUNICATIONS COM COM 92343V104 100,509 -307 -0.30 4,702 -6.71 2.5602
2014-11-14 2014-09-30 13F Verizon Communications COM 92343V104 100,816 2,636 2.68 5,040 4.91 3.2322
2014-08-15 2014-06-30 13F Verizon Communications COM 92343V104 98,180 4,218 4.49 4,804 7.47 2.8191
2014-05-14 2014-03-31 13F Verizon Communications COM 92343V104 93,962 93,962 4,470 2.8307
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.