Callan Capital’s AT&T T Stock Holding History

Callan 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
2025 Q1	$933K	Buy	32,988 +3,797	+13%	+$95.5K	0.07%	122
2024 Q4	$665K	Buy	29,191 +5,772	+25%	+$130K	0.05%	141
2024 Q3	$515K	Buy	23,419 +5,614	+32%	+$112K	0.04%	170
2024 Q2	$340K	Buy	17,805 +4,268	+32%	+$74.2K	0.03%	217
2024 Q1	$238K	Buy	+13,537	New	+$231K	0.02%	246
2023 Q1	–	Sell	-16,169	Closed	-$298K	–	194
2022 Q4	$298K	Buy	+16,169	New	+$289K	0.04%	144

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Callan Capital's T Position: Q1 2025 in Review

Callan Capital increased its AT&T (T) stake by 13% in Q1 2025, buying an estimated $95.5K and bringing the position to 32,988 shares worth $933K. The position accounts for 0.07% of the portfolio, ranked #122.

Callan Capital first reported a position in T in Q4 2022 and has held it in 6 quarters since. 2,858 funds tracked by Wall St. Rank hold T as of Q1 2025.

Callan Capital held 32,988 shares of AT&T worth $933K as of Q1 2025.
Callan Capital bought 3,797 AT&T shares in Q1 2025, an estimated $95.5K.
AT&T made up 0.07% of Callan Capital's portfolio in Q1 2025, its #122 holding.
Callan Capital first reported a position in AT&T in Q4 2022 and has held it in 6 quarters since.
2,858 funds tracked by Wall St. Rank held AT&T as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.