Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership150,007 shares
Latest Disclosed Value $ 7,530,330
EP Wealth Advisors, Inc. reports 2.48% decrease in ownership of VZ / Verizon Communications Inc.

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 150,007 shares of Verizon Communications Inc. (MX:VZ) valued at $7,530,330 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 153,818 shares of Verizon Communications Inc.. This represents a change in shares of -2.48% 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)
2026-05-14 2026-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 150,007 -3,811 -2.48 7,530 20.21 0.0370
2026-02-18 2025-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 153,818 -43,288 -21.96 6,265 -26.55 0.0326
2025-08-14 2025-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 197,106 59,075 42.80 8,529 36.21 0.0561
2025-05-15 2025-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 138,031 -3,487 -2.46 6,261 10.64 0.0500
2025-02-14 2024-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 141,518 26,366 22.90 5,659 9.44 0.0462
2024-11-15 2024-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 115,152 2,666 2.37 5,171 11.49 0.0444
2024-08-19 2024-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 112,486 418 0.37 4,639 -1.36 0.0493
2024-05-14 2024-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 112,068 6,668 6.33 4,702 18.35 0.0550
2024-02-28 2023-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 105,400 -1,456 -1.36 3,974 14.73 0.0507
2023-11-24 2023-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 106,856 46,335 76.56 3,463 -12.59 0.0537
2023-08-14 2023-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 60,521 41,229 213.71 3,963 94.69 0.0571
2023-06-05 2023-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 19,292 -60,908 -75.95 2,035 -35.58 0.0350
2023-06-12 2022-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 80,200 -451 -0.56 3,160 3.17 0.0569
2022-12-02 2022-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 80,651 -5,582 -6.47 3,062 -30.03 0.0694
2022-08-11 2022-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 86,233 12,011 16.18 4,376 15.74 0.0986
2022-05-20 2022-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 74,222 -6,869 -8.47 3,781 -10.28 0.0830
2022-02-17 2021-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 81,091 2,418 3.07 4,214 -0.82 0.0996
2021-11-23 2021-09-30 13F/A-1 VERIZON COMMUNICATIONS COM 92343V104 78,673 -14,780 -15.82 4,249 -18.85 0.1165
2021-11-16 2021-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 10,797 -82,656 4,249 0.1165
2021-08-24 2021-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 93,453 -9,305 -9.06 5,236 -12.37 0.1452
2021-05-17 2021-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 102,758 8,669 9.21 5,975 8.09 0.1900
2021-02-18 2020-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 94,089 2,689 2.94 5,528 1.67 0.1944
2020-11-17 2020-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 91,400 -7,074 -7.18 5,437 0.15 0.2339
2020-08-14 2020-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 98,474 -16,250 -14.16 5,429 -11.92 0.2318
2020-05-18 2020-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 114,724 -794 -0.69 6,164 -13.10 0.3017
2020-02-14 2019-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 115,518 1,663 1.46 7,093 3.22 0.2921
2019-11-18 2019-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 113,855 2,977 2.68 6,872 8.49 0.3408
2019-08-27 2019-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 110,878 110,878 -2.61 6,334 -7.83 0.3957
2019-05-17 2019-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 0 -246,559 -100.00 0 -100.00
2019-02-15 2018-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 246,559 -13,678 -5.26 13,862 -0.23 1.0692
2018-11-15 2018-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 260,237 43,322 19.97 13,894 27.32 1.0856
2018-08-14 2018-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 216,915 8,920 4.29 10,913 9.72 1.0297
2018-05-15 2018-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 207,995 13,104 6.72 9,946 -3.59 0.9613
2018-02-15 2017-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 194,891 6,061 3.21 10,316 10.39 1.0885
2017-11-15 2017-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 188,830 31,556 20.06 9,345 33.04 1.0793
2017-08-17 2017-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 157,274 11,700 8.04 7,024 -1.03 0.8610
2017-05-15 2017-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 145,574 11,007 8.18 7,097 10.20 0.9789
2017-02-15 2016-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 134,567 6,219 4.85 6,440 -3.48 0.9412
2016-11-14 2016-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 128,348 -1,818 -1.40 6,672 -8.20 1.0426
2016-08-15 2016-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 130,166 -14,554 -10.06 7,268 -7.13 1.1582
2016-05-16 2016-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 144,720 -22,275 -13.34 7,826 1.39 1.2001
2016-02-16 2015-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 166,995 4,127 2.53 7,719 8.93 1.2975
2015-11-17 2015-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 162,868 6,896 4.42 7,086 -2.52 1.3507
2015-08-14 2015-06-30 13F Verizon Communications Common 92343V104 155,972 2,777 1.81 7,270 -2.42 1.3624
2015-05-15 2015-03-31 13F Verizon Communications Common 92343V104 153,195 6,660 4.54 7,450 8.67 1.4009
2015-02-17 2014-12-31 13F Verizon Communications Common 92343V104 146,535 4,004 2.81 6,855 -3.79 1.1297
2014-11-12 2014-09-30 13F Verizon Communications Common 92343V104 142,531 10,719 8.13 7,125 10.47 1.1538
2014-07-25 2014-06-30 13F Verizon Communications Common 92343V104 131,812 6,045 4.81 6,450 7.81 1.4989
2014-05-15 2014-03-31 13F VerizonCommunications Common 92343V104 125,767 13,639 12.16 5,983 8.58 1.6364
2014-02-14 2013-12-31 13F Verizon Communications Common 92343V104 112,128 5,475 5.13 5,510 10.69 1.4291
2013-11-14 2013-09-30 13F Verizon Communications Common 92343V104 106,653 4,161 4.06 4,978 -3.51 1.5641
2013-08-14 2013-06-30 13F Verizon Communications Common 92343V104 102,492 102,492 5,159 1.8613
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.