Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionJacobsen Capital Management
Latest Disclosed Ownership8,003 shares
Latest Disclosed Value $ 401,751
Jacobsen Capital Management reports 6.52% increase in ownership of VZ / Verizon Communications Inc.

On April 24, 2026 - Jacobsen Capital Management filed a 13F-HR form disclosing ownership of 8,003 shares of Verizon Communications Inc. (MX:VZ) valued at $401,751 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 7,513 shares of Verizon Communications Inc.. This represents a change in shares of 6.52% 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)
2026-04-24 2026-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 8,003 490 6.52 402 31.05 0.1357
2026-01-26 2025-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 7,513 -983 -11.57 306 -17.96 0.1000
2025-10-27 2025-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 8,496 159 1.91 373 3.61 0.1265
2025-07-30 2025-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 8,337 784 10.38 361 5.26 0.1328
2025-04-25 2025-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 7,553 185 2.51 343 16.33 0.1489
2025-01-24 2024-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 7,368 17 0.23 295 -10.91 0.1254
2024-10-25 2024-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 7,351 36 0.49 330 9.63 0.1389
2024-07-23 2024-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 7,315 -110 -1.48 302 -3.22 0.1348
2024-04-25 2024-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 7,425 320 4.50 312 16.48 0.1445
2024-01-24 2023-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 7,105 7,105 268 0.1354
2023-10-25 2023-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 0 -6,413 -100.00 0 -100.00
2023-08-02 2023-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 6,413 6,413 238 0.1230
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.