Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionKeystone Financial Planning, Inc.
Latest Disclosed Ownership238,997 shares
Latest Disclosed Value $ 11,997,644
Keystone Financial Planning, Inc. reports 0.53% increase in ownership of VZ / Verizon Communications Inc.

On April 9, 2026 - Keystone Financial Planning, Inc. filed a 13F-HR form disclosing ownership of 238,997 shares of Verizon Communications Inc. (MX:VZ) valued at $11,997,644 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 237,744 shares of Verizon Communications Inc.. This represents a change in shares of 0.53% 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)
2026-04-09 2026-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 238,997 1,253 0.53 11,998 23.90 3.2047
2026-01-07 2025-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 237,744 -6,745 -2.76 9,683 -9.88 2.8084
2025-10-08 2025-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 244,489 -1,328 -0.54 10,745 1.02 3.1226
2025-07-31 2025-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 245,817 -1,142 -0.46 10,636 -5.05 3.2155
2025-04-09 2025-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 246,959 2,201 0.90 11,202 14.46 3.3375
2025-01-13 2024-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 244,758 744 0.30 9,788 -10.69 3.0361
2024-10-28 2024-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 244,014 1,128 0.46 10,959 9.40 3.3165
2024-07-10 2024-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 242,886 804 0.33 10,017 -1.39 3.3147
2024-04-10 2024-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 242,082 -6,846 -2.75 10,158 8.24 3.2942
2024-01-12 2023-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 248,928 0 0.00 9,385 16.33 3.1005
2023-10-10 2023-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 248,928 12,674 5.36 8,068 -8.18 2.8185
2023-07-11 2023-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 236,254 6,201 2.70 8,786 -1.79 2.9416
2023-04-21 2023-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 230,053 3,649 1.61 8,947 0.29 3.0437
2023-01-30 2022-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 226,404 18,174 8.73 8,920 12.83 3.0064
2022-10-12 2022-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 208,230 19,383 10.26 7,906 -17.51 3.0389
2022-07-19 2022-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 188,847 11,668 6.59 9,584 6.19 3.3681
2022-04-28 2022-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 177,179 4,897 2.84 9,025 0.82 3.0199
2022-02-09 2021-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 172,282 20,443 13.46 8,952 9.16 3.0493
2021-10-15 2021-09-30 13F VERIZON COM 92343V104 151,839 7,446 5.16 8,201 1.37 2.9814
2021-08-13 2021-06-30 13F VERIZON COM 92343V104 144,393 4,352 3.11 8,090 -0.65 2.9305
2021-05-07 2021-03-31 13F VERIZON COM 92343V104 140,041 2,856 2.08 8,143 1.03 3.0355
2021-02-04 2020-12-31 13F VERIZON COM 92343V104 137,185 4,787 3.62 8,060 2.34 3.3440
2020-11-05 2020-09-30 13F VERIZON COM 92343V104 132,398 11,841 9.82 7,876 18.51 3.8053
2020-07-27 2020-06-30 13F VERIZON COM 92343V104 120,557 119,947 19,663.44 6,646 22,053.33 3.2778
2014-02-04 2013-12-31 13F VERIZON COM 92343V104 610 610 30 0.0240
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.