Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionXcel Wealth Management, LLC
Latest Disclosed Ownership63,417 shares
Latest Disclosed Value $ 3,183,550
Xcel Wealth Management, LLC reports 27.16% decrease in ownership of VZ / Verizon Communications Inc.

On April 21, 2026 - Xcel Wealth Management, LLC filed a 13F-HR form disclosing ownership of 63,417 shares of Verizon Communications Inc. (MX:VZ) valued at $3,183,550 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 87,066 shares of Verizon Communications Inc.. This represents a change in shares of -27.16% 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)
2026-04-21 2026-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 63,417 -23,649 -27.16 3,184 -10.24 0.8805
2026-01-26 2025-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 87,066 491 0.57 3,546 -6.78 0.9020
2025-10-29 2025-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 86,575 -6,472 -6.96 3,805 -5.51 0.9890
2025-07-15 2025-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 93,047 -37,083 -28.50 4,026 -31.79 1.1459
2025-04-28 2025-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 130,130 -37,511 -22.38 5,903 -11.95 1.8393
2025-02-05 2024-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 167,641 -10,867 -6.09 6,704 -16.38 1.8578
2024-10-21 2024-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 178,508 127 0.07 8,017 8.97 2.3450
2024-07-23 2024-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 178,381 -3,306 -1.82 7,356 -3.50 2.3035
2024-04-22 2024-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 181,687 3,123 1.75 7,624 13.25 2.3833
2024-01-29 2023-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 178,564 33,295 22.92 6,732 42.97 2.3607
2023-10-17 2023-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 145,269 -24,545 -14.45 4,708 -25.45 1.8577
2023-07-26 2023-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 169,814 -1,124 -0.66 6,315 -4.99 1.9954
2023-04-26 2023-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 170,938 -4,044 -2.31 6,648 -3.58 2.3392
2023-02-15 2022-12-31 13F/A-1 VERIZON COMMUNICATIONS COM 92343V104 174,982 -148,448 -45.90 6,894 -43.86 2.7151
2023-01-19 2022-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 174,982 -148,448 7 2.7149
2022-10-20 2022-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 323,430 12,500 4.02 12,281 -22.17 4.5728
2022-07-26 2022-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 310,930 2,626 0.85 15,780 0.48 5.7518
2022-04-29 2022-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 308,304 45,884 17.48 15,705 15.18 4.3067
2022-02-03 2021-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 262,420 -12,859 -4.67 13,635 -8.29 3.5052
2021-10-21 2021-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 275,279 117,953 74.97 14,868 68.67 4.3107
2021-07-15 2021-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 157,326 20,399 14.90 8,815 10.71 2.6608
2021-04-15 2021-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 136,927 40,576 42.11 7,962 40.67 2.8396
2021-01-13 2020-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 96,351 -2,428 -2.46 5,660 -3.68 2.4428
2020-10-27 2020-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 98,779 -78 -0.08 5,876 7.84 3.0212
2020-07-10 2020-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 98,857 842 0.86 5,449 3.48 3.3802
2020-04-07 2020-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 98,015 29,520 43.10 5,266 25.23 4.7491
2020-01-09 2019-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 68,495 620 0.91 4,205 2.66 3.4928
2019-11-12 2019-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 67,875 12,426 22.41 4,096 29.33 3.7929
2019-11-12 2019-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 55,449 2,021 3.78 3,167 0.25 3.1037
2019-11-12 2019-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 53,428 6,527 13.92 3,159 19.84 3.2573
2019-11-12 2018-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 46,901 46,901 2,636 3.2238
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.