Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionIMA Wealth, Inc.
Latest Disclosed Ownership533 shares
Latest Disclosed Value $ 26,756
IMA Wealth, Inc. reports 25.77% decrease in ownership of VZ / Verizon Communications Inc.

On May 6, 2026 - IMA Wealth, Inc. filed a 13F-HR form disclosing ownership of 533 shares of Verizon Communications Inc. (MX:VZ) valued at $26,756 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 718 shares of Verizon Communications Inc.. This represents a change in shares of -25.77% 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)
2026-05-06 2026-03-31 13F Verizon Communications Common Stock 92343V104 533 -185 -25.77 27 -10.34 0.0026
2026-02-11 2025-12-31 13F Verizon Communications Common Stock 92343V104 718 162 29.14 29 20.83 0.0028
2025-11-06 2025-09-30 13F Verizon Communications Common Stock 92343V104 556 3 0.54 24 4.35 0.0025
2025-08-08 2025-06-30 13F Verizon Communications Common Stock 92343V104 553 27 5.13 24 0.00 0.0026
2025-05-06 2025-03-31 13F Verizon Communications Common Stock 92343V104 526 526 24 0.0028
2025-02-14 2024-12-31 13F Verizon Communications Common Stock 92343V104 0 -526 -100.00 0 -100.00
2024-11-14 2024-09-30 13F Verizon Communications Common Stock 92343V104 526 526 24 0.0051
2024-02-05 2023-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 0 -166 -100.00 0 -100.00
2023-11-28 2023-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 166 0 0.00 5 -16.67 0.0014
2023-08-15 2023-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 166 0 0.00 6 0.00 0.0016
2023-05-16 2023-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 166 -3,876 -95.89 6 -96.23 0.0017
2023-02-16 2022-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 4,042 0 0.00 159 3.92 0.0422
2022-11-15 2022-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 4,042 0 0.00 153 -25.37 0.0411
2022-08-18 2022-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 4,042 0 0.00 205 -0.49 0.0502
2022-06-13 2022-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 4,042 0 0.00 206 -1.90 0.0473
2022-02-14 2021-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 4,042 0 0.00 210 -3.67 0.0464
2021-11-03 2021-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 4,042 0 0.00 218 -3.54 0.0515
2021-08-13 2021-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 4,042 0 0.00 226 -3.83 0.0528
2021-05-13 2021-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 4,042 0 0.00 235 -0.84 0.0576
2021-02-08 2020-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 4,042 -74 -1.80 237 -3.27 0.0664
2020-11-16 2020-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 4,116 74 1.83 245 9.87 0.0821
2020-08-13 2020-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 4,042 0 0.00 223 2.76 0.0806
2020-04-14 2020-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 4,042 0 0.00 217 -12.50 0.0955
2020-02-24 2019-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 4,042 0 0.00 248 1.64 0.0920
2019-10-29 2019-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 4,042 0 0.00 244 5.63 0.0922
2019-07-19 2019-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 4,042 -1,043 -20.51 231 -23.26 0.0864
2019-05-09 2019-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 5,085 1,375 37.06 301 44.02 0.1168
2019-01-15 2018-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 3,710 -11 -0.30 209 5.03 0.0975
2018-10-18 2018-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 3,721 11 0.30 199 6.42 0.0778
2018-08-01 2018-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 3,710 3,710 187 0.0779
2018-02-05 2017-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 0 -4,904 -100.00 0 -100.00
2017-10-24 2017-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 4,904 0 0.00 243 10.96 0.1127
2017-07-31 2017-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 4,904 0 0.00 219 -8.37 0.1053
2017-06-06 2017-03-31 13F VERIZON COMMUNICATIONS I COM 92343V104 4,904 4,904 239 0.1203
2016-12-07 2016-09-30 13F Verizon Communications COM 92343V104 0 -15,120 -100.00 0 -100.00
2016-12-08 2016-06-30 13F Verizon Communications COM 92343V104 15,120 -5,165 -25.46 844 -23.06 0.5295
2016-12-08 2016-03-31 13F Verizon Communications COM 92343V104 20,285 -1,591 -7.27 1,097 9.26 0.6363
2016-12-08 2015-12-31 13F Verizon Communications COM 92343V104 21,876 -2,240 -9.29 1,004 -3.74 0.6095
2016-12-08 2015-09-30 13F Verizon Communications COM 92343V104 24,116 -476 -1.94 1,043 -8.99 0.6611
2015-07-24 2015-06-30 13F Verizon Communications COM 92343V104 24,592 -1,276 -4.93 1,146 -8.90 0.5452
2015-04-14 2015-03-31 13F Verizon Communications COM 92343V104 25,868 -482 -1.83 1,258 2.03 0.6115
2015-01-09 2014-12-31 13F Verizon Communications COM 92343V104 26,350 -14,345 -35.25 1,233 -39.38 0.6371
2014-10-16 2014-09-30 13F Verizon Communications COM 92343V104 40,695 4,256 11.68 2,034 14.08 0.9601
2014-07-17 2014-06-30 13F Verizon Communications COM 92343V104 36,439 -8,013 -18.03 1,783 -15.70 0.8158
2014-04-15 2014-03-31 13F Verizon Communications COM 92343V104 44,452 13,185 42.17 2,115 37.70 0.9886
2014-01-30 2013-12-31 13F Verizon Communications COM 92343V104 31,267 -7,435 -19.21 1,536 -14.95 0.7306
2013-10-03 2013-09-30 13F Verizon Communications COM 92343V104 38,702 1,340 3.59 1,806 -3.99 0.8862
2013-07-16 2013-06-30 13F Verizon Communications COM 92343V104 37,362 37,362 1,881 1.0215
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.