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Aptus Capital Advisors’s AT&T T Stock Holding History

Aptus Capital Advisors’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
2020
Q1 		– Sell
-114,394
Closed -$3.38M – 523
2019
Q4 		$3.38M Buy
114,394
+20,655
+22% +$596K 0.24% 74
2019
Q3 		$2.68M Buy
+93,739
New +$2.48M 0.15% 80

Other funds holding T

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aptus Capital Advisors's T Position: Q1 2026 in Review

Aptus Capital Advisors reduced its AT&T (T) stake by 4.1% in Q1 2026, selling an estimated $537K and leaving 471,398 shares worth $13.7M. The position accounts for 0.11% of the portfolio, ranked #167.

Aptus Capital Advisors first reported a position in T in Q1 2019 and has held it in 29 quarters since. 2,964 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Aptus Capital Advisors held 471,398 shares of AT&T worth $13.7M as of Q1 2026.
  • Aptus Capital Advisors sold 20,084 AT&T shares in Q1 2026, an estimated $537K.
  • AT&T made up 0.11% of Aptus Capital Advisors's portfolio in Q1 2026, its #167 holding.
  • Aptus Capital Advisors first reported a position in AT&T in Q1 2019 and has held it in 29 quarters since.
  • 2,964 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.