Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionPeak Financial Management, Inc.
Latest Disclosed Ownership10,922 shares
Latest Disclosed Value $ 548,295
Peak Financial Management, Inc. reports 10.86% increase in ownership of VZ / Verizon Communications Inc.

On April 28, 2026 - Peak Financial Management, Inc. filed a 13F-HR form disclosing ownership of 10,922 shares of Verizon Communications Inc. (MX:VZ) valued at $548,295 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 9,852 shares of Verizon Communications Inc.. This represents a change in shares of 10.86% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-28 2026-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 10,922 1,070 10.86 548 36.66 0.1392
2026-01-23 2025-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 9,852 0 0.00 401 -7.39 0.1035
2025-10-09 2025-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 9,852 -946 -8.76 433 -7.28 0.1145
2025-07-23 2025-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 10,798 -103 -0.94 467 -5.47 0.1329
2025-05-13 2025-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 10,901 0 0.00 494 13.56 0.1481
2025-01-22 2024-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 10,901 -572 -4.99 436 -15.53 0.1306
2024-10-15 2024-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 11,473 377 3.40 515 12.69 0.1513
2024-07-23 2024-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 11,096 543 5.15 458 3.39 0.1432
2024-04-23 2024-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 10,553 -797 -7.02 443 3.51 0.1404
2024-01-18 2023-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 11,350 11,350 428 0.1437
2021-01-26 2020-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 0 -12,661 -100.00 0 -100.00
2020-10-19 2020-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 12,661 2,587 25.68 753 35.68 0.3250
2020-08-06 2020-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 10,074 0 0.00 555 2.59 0.2606
2020-04-29 2020-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 10,074 475 4.95 541 -8.15 0.2764
2020-01-31 2019-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 9,599 0 0.00 589 1.73 0.2512
2019-10-28 2019-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 9,599 -331 -3.33 579 2.12 0.2572
2019-08-01 2019-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 9,930 795 8.70 567 5.00 0.2546
2019-05-01 2019-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 9,135 331 3.76 540 9.09 0.2483
2019-01-30 2018-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 8,804 -171 -1.91 495 3.34 0.2436
2018-11-06 2018-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 8,975 171 1.94 479 8.13 0.2154
2018-07-19 2018-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 8,804 0 0.00 443 5.23 0.2046
2018-05-08 2018-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 8,804 -965 -9.88 421 -18.57 0.2002
2018-02-08 2017-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 9,769 0 0.00 517 7.04 0.1959
2017-10-30 2017-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 9,769 144 1.50 483 12.33 0.1863
2017-08-14 2017-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 9,625 0 0.00 430 -8.32 0.1683
2017-05-15 2017-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 9,625 421 4.57 469 -4.48 0.1894
2017-02-15 2016-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 9,204 0 0.00 491 2.72 0.2137
2016-12-15 2016-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 9,204 -66 -0.71 478 -7.72 0.2068
2016-08-15 2016-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 9,270 9,270 518 0.2310
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.