Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership167,005 shares
Latest Disclosed Value $ 8,383,662
Sowell Financial Services LLC reports 4.02% decrease in ownership of VZ / Verizon Communications Inc.

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 167,005 shares of Verizon Communications Inc. (MX:VZ) valued at $8,383,662 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 174,004 shares of Verizon Communications Inc.. This represents a change in shares of -4.02% 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)
2026-04-20 2026-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 167,005 -6,999 -4.02 8,384 18.29 0.3100
2026-01-21 2025-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 174,004 19,560 12.66 7,087 4.42 0.2603
2025-10-17 2025-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 154,444 -19,688 -11.31 6,788 -9.92 0.2605
2025-07-14 2025-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 174,132 46,981 36.95 7,535 30.64 0.3069
2025-04-17 2025-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 127,151 -1,140 -0.89 5,768 12.42 0.2625
2025-02-07 2024-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 128,291 -30,203 -19.06 5,130 -27.93 0.2698
2024-10-04 2024-09-30 13F VERIZON COMMUNICATIONS Stock 92343V104 158,494 -15,323 -8.82 7,118 -0.70 0.3307
2024-08-13 2024-06-30 13F VERIZON COMMUNICATIONS Stock 92343V104 173,817 -25,593 -12.83 7,168 -14.33 0.3423
2024-05-03 2024-03-31 13F VERIZON COMMUNICATIONS Stock 92343V104 199,410 -38,596 -16.22 8,367 -6.75 0.3947
2024-01-24 2023-12-31 13F VERIZON COMMUNICATIONS Stock 92343V104 238,006 -24,291 -9.26 8,973 5.55 0.4861
2023-11-08 2023-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 262,297 -39,196 -13.00 8,501 -24.19 0.5335
2023-08-14 2023-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 301,493 87,257 40.73 11,213 140,062.50 0.6251
2023-05-12 2023-03-31 13F VERIZON COMMUNICATIONS STOCK 92343V104 214,236 -112,583 -34.45 8 -33.33 0.6429
2023-02-09 2022-12-31 13F Verizon 0 92343V104 326,819 93,108 39.84 13 -99.86 0.8335
2022-11-15 2022-09-30 13F Verizon Communicatn Stock 92343V104 233,711 -64,590 -21.65 8,874 -41.38 0.8947
2022-08-15 2022-06-30 13F VERIZON COMMUNICATIONS Stock 92343V104 298,301 239,278 405.40 15,139 418.28 1.3992
2022-05-13 2022-03-31 13F VERIZON COMMUNICATIONS Stock 92343V104 59,023 -122,433 -67.47 2,921 -69.02 0.5103
2022-02-09 2021-12-31 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 181,456 -25,052 -12.13 9,428 -15.47 0.5406
2021-11-04 2021-09-30 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 206,508 10,779 5.51 11,154 1.71 0.7533
2021-08-05 2021-06-30 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 195,729 -150,056 -43.40 10,967 -46.51 0.7266
2021-05-07 2021-03-31 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 345,785 99,524 40.41 20,502 41.71 0.7136
2021-01-13 2020-12-31 13F VERIZON COMMUNICATIONS INC COM COM 92343V104 246,261 6,042 2.52 14,468 1.24 0.6181
2020-11-12 2020-09-30 13F VERIZON COMMUNICATIONS INC COM COM 92343V104 240,219 25,180 11.71 14,291 20.55 0.7138
2020-08-13 2020-06-30 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 215,039 -14,226 -6.21 11,855 -3.76 0.6515
2020-05-12 2020-03-31 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 229,265 32,061 16.26 12,318 1.73 0.9116
2020-02-07 2019-12-31 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 197,204 388 0.20 12,108 1.92 0.9227
2019-11-14 2019-09-30 13F VERIZON COMMUNICATIONS INC COM COM 92343V104 196,816 34,113 20.97 11,880 23.48 0.9816
2019-05-15 2019-03-31 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 162,703 10,356 6.80 9,621 12.33 1.0741
2019-03-05 2018-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 152,347 4,463 3.02 8,565 8.47 1.2131
2018-11-13 2018-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 147,884 1,920 1.32 7,896 3.59 1.1463
2018-08-14 2018-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 145,964 8,987 6.56 7,622 16.53 1.6177
2018-05-10 2018-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 136,977 2,264 1.68 6,541 -5.80 1.6345
2018-01-29 2017-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 134,713 -10,302 -7.10 6,944 0.12 1.6978
2017-11-07 2017-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 145,015 6,494 4.69 6,936 3.03 1.8083
2017-08-14 2017-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 138,521 13,304 10.62 6,732 19.36 1.9108
2017-05-31 2017-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 125,217 24,724 24.60 5,640 16.26 1.6654
2017-02-27 2016-12-31 13F Verizon Communications COM 92343V104 100,493 100,493 4,851 1.6242
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.