Apella Capital
T icon

Apella Capital’s AT&T T Stock Holding History

Apella Capital’s Portfolio T Stock Details T Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.28M Buy
93,013
+4,268
+5% +$103K 0.03% 268
2026
Q2 		$1.87M Sell
88,745
-481
-0.5% -$11.9K 0.03% 275
2026
Q1 		$2.37M Buy
89,226
+34,186
+62% +$913K 0.04% 239
2025
Q4 		$1.37M Buy
55,040
+11,737
+27% +$297K 0.03% 244
2025
Q3 		$1.13M Buy
43,303
+8,621
+25% +$245K 0.03% 236
2025
Q2 		$985K Sell
34,682
-229
-0.7% -$6.31K 0.03% 219
2025
Q1 		$924K Buy
34,911
+5,321
+18% +$134K 0.03% 192
2024
Q4 		$674K Buy
29,590
+244
+0.8% +$5.49K 0.03% 203
2024
Q3 		$651K Buy
29,346
+5,061
+21% +$101K 0.03% 194
2024
Q2 		$457K Buy
24,285
+833
+4% +$14.5K 0.02% 217
2024
Q1 		$396K Buy
23,452
+1,445
+7% +$24.7K 0.02% 212
2023
Q4 		$377K Buy
22,007
+1,010
+5% +$15.9K 0.02% 210
2023
Q3 		$315K Sell
20,997
-471
-2% -$6.9K 0.02% 209
2023
Q2 		$342K Buy
+21,468
New +$366K 0.02% 200
2022
Q4 		$332K Buy
18,055
+5,686
+46% +$102K 0.03% 182
2022
Q3 		$190K Buy
12,369
+480
+4% +$8.73K 0.02% 205
2022
Q2 		$249K Sell
11,889
-1,842
-13% -$36.7K 0.03% 194
2022
Q1 		$245K Buy
13,731
+1,668
+14% +$30.9K 0.03% 182
2021
Q4 		$224K Sell
12,063
-822
-6% -$15.4K 0.03% 187
2021
Q3 		$263K Sell
12,885
-2,270
-15% -$47.7K 0.04% 173
2021
Q2 		$329K Buy
15,155
+69
+0.5% +$1.57K 0.05% 165
2021
Q1 		$345K Sell
15,086
-454
-3% -$10K 0.11% 98
2020
Q4 		$338K Sell
15,540
-4,826
-24% -$104K 0.12% 97
2020
Q3 		$439K Buy
20,366
+3,382
+20% +$75.6K 0.18% 85
2020
Q2 		$388K Buy
16,984
+672
+4% +$15.3K 0.18% 85
2020
Q1 		$359K Buy
+16,312
New +$446K 0.21% 79

Other funds holding T

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Apella Capital's T Position: Q3 2026 in Review

Apella Capital increased its AT&T (T) stake by 4.8% in Q3 2026, buying an estimated $103K and bringing the position to 93,013 shares worth $2.28M. The position accounts for 0.03% of the portfolio, ranked #268.

Apella Capital first reported a position in T in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.37M in Q1 2026. 1,797 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • Apella Capital held 93,013 shares of AT&T worth $2.28M as of Q3 2026.
  • Apella Capital bought 4,268 AT&T shares in Q3 2026, an estimated $103K.
  • AT&T made up 0.03% of Apella Capital's portfolio in Q3 2026, its #268 holding.
  • Apella Capital first reported a position in AT&T in Q1 2020 and has held it in 26 quarters since.
  • Apella Capital's AT&T position peaked at $2.37M in Q1 2026.
  • 1,797 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.