Morningstar Investment Management LLC
Position in VZ — Verizon Communications Inc
CIK 1673385
CHICAGO, IL
Position in VZ
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,428,185
-$636,408 QoQ
Shares Held
80,968
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#859
of 3,107 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VZ Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026Morningstar Investment Management LLC holds $11,384,065 across 4 Telecom Services names. VZ ranks #2 (30.1% of the industry book) .
All Filings in VZ
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,428,185 | 80,968 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,064,593 | 80,968 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,498,224 | 134,992 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,177,485 | 117,804 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $8,981,900 | 207,578 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $7,005,443 | 154,441 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $6,862,683 | 171,610 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $9,207,403 | 205,019 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,780,202 | 212,905 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $9,530,626 | 227,136 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $10,215,832 | 270,977 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $8,628,060 | 266,216 | Shares | Sole | 2024-04-09 | |
| 2023-06-30 | $9,832,403 | 264,383 | Shares | Sole | 2024-04-09 | |
| 2023-03-31 | $8,411,984 | 216,302 | Shares | Sole | 2024-04-09 | |
| 2022-12-31 | $5,875,800 | 149,132 | Shares | Sole | 2024-04-05 | |
| No filing history on record for this holder in this stock. | ||||||