Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionSelective Wealth Management, Inc.
Latest Disclosed Ownership4,546 shares
Latest Disclosed Value $ 211,889
Selective Wealth Management, Inc. ownership in VZ / Verizon Communications Inc.

On April 30, 2026 - Selective Wealth Management, Inc. filed a 13F-HR form disclosing ownership of 4,546 shares of Verizon Communications Inc. (MX:VZ) valued at $211,889 USD as of March 31, 2026. The entity filed a previous 13F-HR on October 10, 2025 disclosing 0 shares of Verizon Communications Inc..

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 4,546 4,546 212 0.0628
2025-10-10 2025-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 0 -5,642 -100.00 0 -100.00
2025-07-10 2025-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 5,642 -625 -9.97 240 -12.41 0.0878
2025-04-14 2025-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 6,267 -31 -0.49 274 13.69 0.1192
2025-01-15 2024-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 6,298 -2,405 -27.63 241 -37.08 0.0979
2024-10-09 2024-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 8,703 -151 -1.71 383 4.93 0.1591
2024-07-10 2024-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 8,854 -751 -7.82 366 -6.17 0.1610
2024-04-11 2024-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 9,605 94 0.99 389 4.01 0.1691
2024-01-05 2023-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 9,511 257 2.78 374 28.52 0.1886
2023-10-10 2023-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 9,254 -261 -2.74 292 -12.87 0.1603
2023-07-11 2023-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 9,515 -1,124 -10.56 334 -21.41 0.1668
2023-01-23 2022-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 10,639 -2,693 -20.20 426 -16.01 0.2247
2022-10-21 2022-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 13,332 -6,992 -34.40 506 -50.92 0.2168
2022-07-28 2022-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 20,324 6,285 44.77 1,031 44.20 0.3670
2022-04-20 2022-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 14,039 -132 -0.93 715 -2.85 0.2591
2022-01-18 2021-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 14,171 -2,376 -14.36 736 -17.67 0.3004
2021-10-27 2021-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 16,547 228 1.40 894 -2.19 0.4738
2021-08-04 2021-06-30 13F/A-1 VERIZON COMMUNICATIONS COM 92343V104 16,319 1,226 8.12 914 4.10 0.7283
2021-07-08 2021-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 15,093 0 878 0.7986
2021-04-09 2021-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 15,093 1,048 7.46 878 6.42 0.7986
2021-01-22 2020-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 14,045 3,665 35.31 825 33.71 0.5327
2020-10-21 2020-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 10,380 -26 -0.25 617 7.49 0.4840
2020-07-15 2020-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 10,406 3,166 43.73 574 47.56 0.4756
2020-04-16 2020-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 7,240 0 0.00 389 -12.39 0.6093
2020-01-10 2019-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 7,240 -99 -1.35 444 0.23 0.5373
2019-10-29 2019-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 7,339 -243 -3.20 443 2.31 0.6092
2019-07-16 2019-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 7,582 331 4.56 433 0.93 0.7006
2019-04-04 2019-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 7,251 0 0.00 429 10.85 0.5182
2018-10-12 2018-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 7,251 7,251 387 4.6286
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.