CIA
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Cape Investment Advisory’s AT&T T Stock Holding History

Cape Investment Advisory’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
Q2 		$520K Sell
25,140
-332
-1% -$8.24K 0.14% 126
2026
Q1 		$738K Buy
25,472
+13,634
+115% +$364K 0.25% 84
2025
Q4 		$294K Buy
11,838
+8,628
+269% +$218K 0.09% 169
2025
Q3 		$90.7K Sell
3,210
-8,799
-73% -$250K 0.09% 173
2025
Q2 		$348K Sell
12,009
-227
-2% -$6.26K 0.13% 125
2025
Q1 		$346K Buy
12,236
+4,153
+51% +$104K 0.14% 119
2024
Q4 		$184K Buy
8,083
+201
+3% +$4.52K 0.07% 177
2024
Q3 		$173K Sell
7,882
-42
-0.5% -$836 0.07% 181
2024
Q2 		$151K Sell
7,924
-1,844
-19% -$32.1K 0.07% 182
2024
Q1 		$172K Sell
9,768
-10,036
-51% -$171K 0.08% 164
2023
Q4 		$332K Buy
19,804
+12,430
+169% +$196K 0.16% 98
2023
Q3 		$111K Sell
7,374
-14,077
-66% -$206K 0.06% 199
2023
Q2 		$342K Buy
21,451
+2,272
+12% +$38.7K 0.19% 87
2023
Q1 		$369K Buy
+19,179
New +$367K 0.23% 76

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cape Investment Advisory's T Position: Q2 2026 in Review

Cape Investment Advisory reduced its AT&T (T) stake by 1.3% in Q2 2026, selling an estimated $8.24K and leaving 25,140 shares worth $520K. The position accounts for 0.14% of the portfolio, ranked #126.

Cape Investment Advisory first reported a position in T in Q1 2023 and has held it in 14 quarters since. The position peaked at $738K in Q1 2026. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Cape Investment Advisory held 25,140 shares of AT&T worth $520K as of Q2 2026.
  • Cape Investment Advisory sold 332 AT&T shares in Q2 2026, an estimated $8.24K.
  • AT&T made up 0.14% of Cape Investment Advisory's portfolio in Q2 2026, its #126 holding.
  • Cape Investment Advisory first reported a position in AT&T in Q1 2023 and has held it in 14 quarters since.
  • Cape Investment Advisory's AT&T position peaked at $738K in Q1 2026.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.