Caldwell Sutter Capital’s AT&T T Stock Holding History

Caldwell Sutter 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	$974K	Buy	39,926 +2,063	+5%	+$49.8K	0.36%	69
2026 Q2	$784K	Sell	37,863 -449	-1%	-$11.1K	0.3%	82
2026 Q1	$1.11M	Sell	38,312 -1,063	-3%	-$28.4K	0.45%	57
2025 Q4	$978K	Sell	39,375 -749	-2%	-$19K	0.41%	65
2025 Q3	$1.13M	Sell	40,124 -2,285	-5%	-$64.9K	0.48%	52
2025 Q2	$1.23M	Sell	42,409 -498	-1%	-$13.7K	0.56%	42
2025 Q1	$1.21M	Sell	42,907 -3,308	-7%	-$83.2K	0.58%	43
2024 Q4	$1.05M	Sell	46,215 -184	-0.4%	-$4.14K	0.49%	52
2024 Q3	$1.02M	Buy	46,399 +530	+1%	+$10.5K	0.48%	53
2024 Q2	$877K	Buy	45,869 +3,462	+8%	+$60.2K	0.43%	64
2024 Q1	$746K	Buy	42,407 +18	+0%	+$307	0.36%	77
2023 Q4	$711K	Sell	42,389 -2,489	-6%	-$39.3K	0.36%	77
2023 Q3	$674K	Buy	44,878 +5,112	+13%	+$74.9K	0.37%	75
2023 Q2	$634K	Buy	39,766 +18,758	+89%	+$319K	0.33%	77
2023 Q1	$404K	Buy	21,008 +15,361	+272%	+$294K	0.29%	81
2022 Q4	$104K	Buy	+5,647	New	+$101K	0.09%	139

Other funds holding T

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Caldwell Sutter Capital's T Position: Q3 2026 in Review

Caldwell Sutter Capital increased its AT&T (T) stake by 5.4% in Q3 2026, buying an estimated $49.8K and bringing the position to 39,926 shares worth $974K. The position accounts for 0.36% of the portfolio, ranked #69.

Caldwell Sutter Capital first reported a position in T in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.23M in Q2 2025. 2,342 funds tracked by Wall St. Rank hold T as of Q3 2026.

Caldwell Sutter Capital held 39,926 shares of AT&T worth $974K as of Q3 2026.
Caldwell Sutter Capital bought 2,063 AT&T shares in Q3 2026, an estimated $49.8K.
AT&T made up 0.36% of Caldwell Sutter Capital's portfolio in Q3 2026, its #69 holding.
Caldwell Sutter Capital first reported a position in AT&T in Q4 2022 and has held it in 16 quarters since.
Caldwell Sutter Capital's AT&T position peaked at $1.23M in Q2 2025.
2,342 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.