Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionAvidian Wealth Solutions, LLC
Latest Disclosed Ownership52,753 shares
Latest Disclosed Value $ 2,648,190
Avidian Wealth Solutions, LLC reports 265.33% increase in ownership of VZ / Verizon Communications Inc.

On May 7, 2026 - Avidian Wealth Solutions, LLC filed a 13F-HR form disclosing ownership of 52,753 shares of Verizon Communications Inc. (MX:VZ) valued at $2,648,190 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 14,440 shares of Verizon Communications Inc.. This represents a change in shares of 265.33% 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)
2026-05-07 2026-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 52,753 38,313 265.33 2,648 350.34 0.0838
2026-02-02 2025-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 14,440 -1,350 -8.55 588 -15.15 0.0214
2025-10-30 2025-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 15,790 1,422 9.90 694 11.59 0.0261
2025-07-30 2025-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 14,368 795 5.86 622 0.98 0.0253
2025-04-25 2025-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 13,573 1,099 8.81 616 23.49 0.0274
2025-01-29 2024-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 12,474 -1,833 -12.81 499 -22.43 0.0224
2024-10-30 2024-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 14,307 -500 -3.38 643 5.25 0.0292
2024-08-06 2024-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 14,807 1,406 10.49 611 8.54 0.0254
2024-05-03 2024-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 13,401 -4,077 -23.33 562 -14.59 0.0273
2024-02-06 2023-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 17,478 -2,808 -13.84 659 0.15 0.0405
2023-10-13 2023-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 20,286 1,020 5.29 657 -8.24 0.0463
2023-08-03 2023-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 19,266 -9,557 -33.16 716 -36.07 0.0469
2023-05-08 2023-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 28,823 2,702 10.34 1,121 8.84 0.0615
2023-02-06 2022-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 26,121 2,593 11.02 1,029 15.23 0.0670
2022-11-03 2022-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 23,528 -2,716 -10.35 893 -32.96 0.0645
2022-07-29 2022-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 26,244 -1,483 -5.35 1,332 -5.67 0.0943
2022-05-10 2022-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 27,727 -960 -3.35 1,412 -5.30 0.0865
2022-02-14 2021-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 28,687 -1,161 -3.89 1,491 -7.51 0.0928
2021-11-10 2021-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 29,848 2,301 8.35 1,612 4.47 0.1228
2021-08-09 2021-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 27,547 1,119 4.23 1,543 0.39 0.1184
2021-05-05 2021-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 26,428 -141 -0.53 1,537 -1.54 0.1309
2021-02-09 2020-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 26,569 2,732 11.46 1,561 10.08 0.1480
2021-02-03 2020-09-30 13F/A-1 VERIZON COMMUNICATIONS COM 92343V104 23,837 1,901 8.67 1,418 17.29 0.1607
2020-11-06 2020-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 23,837 1,901 1,418 328,442.9765
2020-08-10 2020-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 21,936 8,927 68.62 1,209 72.96 0.1631
2020-04-22 2020-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 13,009 2,828 27.78 699 11.84 0.1122
2020-02-13 2019-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 10,181 4,276 72.41 625 75.56 0.0888
2019-11-14 2019-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 5,905 771 15.02 356 21.50 0.0586
2019-08-14 2019-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 5,134 5,134 293 0.0693
2016-08-15 2016-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 0 -4,485 -100.00 0 -100.00
2016-05-16 2016-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 4,485 4,485 243 0.1304
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.