SANDERS MORRIS HARRIS LLC VZ — VERIZON COMMUNICATIONS COM

Ownership history in SANDERS MORRIS HARRIS LLC  ·  45 quarters on record

AI Ownership Summary

SANDERS MORRIS HARRIS LLC reported VERIZON COMMUNICATIONS COM (VZ) in 45 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.2% in 2026 Q2. The latest visible filing shows VZ at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SANDERS MORRIS HARRIS LLC's position in VERIZON COMMUNICATIONS COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

VZ was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VZ stock page SANDERS MORRIS HARRIS LLC fund profile SANDERS MORRIS HARRIS LLC full holdings
How SANDERS MORRIS HARRIS LLC held VZ — position size vs. price
% of Fund (quarterly)    VZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 8,075 -12,195 -60.2% 0.20% $342K 2026-07-07 $41.88
2026 Q1 ADDED — — — 20,270 +322 +1.6% 0.16% $1.0M 2026-04-09 $46.28
2025 Q3 ADDED — — — 19,948 +11,478 +135.5% 0.12% $877K 2025-10-07 $38.75
2025 Q2 REDUCED 58.4% +1.6% ❌ 8,470 -11,894 -58.4% 0.09% $366K 2025-07-30 $39.88
2025 Q1 REDUCED — — — 20,364 -500 -2.4% 0.14% $924K 2025-04-09 $38.88
2024 Q4 REDUCED — — — 20,864 -740 -3.4% 0.12% $834K 2025-01-15 $34.61
2024 Q3 ADDED — — — 21,604 +350 +1.6% 0.16% $970K 2024-10-09 $38.69
2024 Q2 UNCHANGED — — — 21,254 — 0% 0.14% $877K 2024-07-12 $36.34
2024 Q1 ADDED — — — 21,254 +9,761 +84.9% 0.16% $892K 2024-04-11 $34.66
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VZ

As of 2026 Q2 — sorted by position size

WILSEY ASSET MANAGEMENT INC 3Y 7Y 5.84% Asset Management Advisors, LLC 3Y 7Y 2.73% Sage Capital Advisors,llc 3Y 7Y 1.88% HF Advisory Group, LLC 3Y 1.81% Martin Capital Partners, LLC 3Y 7Y 1.76% SWP Investment Management LLC 1.64% Gilman Hill Asset Management, LLC 3Y 7Y 1.6% FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 3Y 1.56% BRIGHT ROCK CAPITAL MANAGEMENT, LLC 3Y 7Y 1.44% Brick & Kyle, Associates 3Y 7Y 1.35%

FAQ About SANDERS MORRIS HARRIS LLC and VZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has SANDERS MORRIS HARRIS LLC reported owning VZ?

SANDERS MORRIS HARRIS LLC reported VZ across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported VZ position in SANDERS MORRIS HARRIS LLC's portfolio?

The largest reported portfolio weight for VZ was 0.20% in 2026 Q2.

What is the latest reported VZ position on this page?

The most recent filing on this page is 2026 Q2, when SANDERS MORRIS HARRIS LLC reported 8,075 shares, equal to 0.20% of portfolio, with an estimated market value of $342K.

What does the chart on this VZ ownership page compare?

The chart compares SANDERS MORRIS HARRIS LLC's quarterly VZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SANDERS MORRIS HARRIS LLC time their VZ position?

Based on 13F filing dates vs. subsequent VZ price moves, SANDERS MORRIS HARRIS LLC correctly timed 19 out of 37 reported position changes (51%). The annualised alpha on VZ relative to SPY over the holding period was -7.9%.

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