Capital Advantage’s AT&T T Stock Holding History

Capital Advantage’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	$290K	Sell	14,005 -1,333	-9%	-$33.1K	0.04%	128
2026 Q1	$445K	Hold	15,338	–	–	0.06%	105
2025 Q4	$381K	Buy	15,338 +212	+1%	+$5.37K	0.05%	110
2025 Q3	$427K	Sell	15,126 -1,631	-10%	-$46.3K	0.06%	103
2025 Q2	$485K	Buy	16,757 +257	+2%	+$7.08K	0.08%	98
2025 Q1	$376K	Hold	16,500	–	–	0.07%	100
2024 Q4	$376K	Sell	16,500 -2,367	-13%	-$53.3K	0.07%	100
2024 Q3	$415K	Sell	18,867 -604	-3%	-$12K	0.08%	48
2024 Q2	$366K	Sell	19,471 -278	-1%	-$4.83K	0.08%	46
2024 Q1	$341K	Sell	19,749 -8,782	-31%	-$150K	0.07%	47
2023 Q4	$479K	Buy	28,531 +150	+0.5%	+$2.37K	0.1%	39
2023 Q3	$426K	Buy	28,381 +810	+3%	+$11.9K	0.09%	40
2023 Q2	$421K	Buy	27,571 +1,515	+6%	+$25.8K	0.09%	40
2023 Q1	$512K	Buy	26,056 +364	+1%	+$6.96K	0.11%	38
2022 Q4	$473K	Sell	25,692 -1,639	-6%	-$29.3K	0.11%	37
2022 Q3	$419K	Sell	27,331 -7,142	-21%	-$130K	0.1%	40
2022 Q2	$723K	Sell	34,473 -10,776	-24%	-$215K	0.16%	37
2022 Q1	$808K	Buy	45,249 +11,762	+35%	+$218K	0.19%	38
2021 Q4	$691K	Sell	33,487 -1,493	-4%	-$27.9K	0.17%	36
2021 Q3	$714K	Buy	34,980 +25	+0.1%	+$525	0.19%	32
2021 Q2	$760K	Buy	34,955 +121	+0.3%	+$2.75K	0.2%	34
2021 Q1	$796K	Buy	34,834 +192	+0.6%	+$4.25K	0.22%	41
2020 Q4	$766K	Buy	34,642 +3,917	+13%	+$84.5K	0.23%	41
2020 Q3	$668K	Buy	30,725 +72	+0.2%	+$1.61K	0.22%	40
2020 Q2	$700K	Sell	30,653 -3,742	-11%	-$85.2K	0.25%	40
2020 Q1	$811K	Buy	34,395 +1,249	+4%	+$34.1K	0.32%	33
2019 Q4	$964K	Sell	33,146 -2,475	-7%	-$71.5K	0.3%	32
2019 Q3	$1.02M	Buy	+35,621	New	+$944K	0.35%	31
2019 Q1	$1.18M	Sell	49,895 -3,023	-6%	-$69.5K	0.42%	29
2018 Q4	$1.14M	Sell	52,918 -5,047	-9%	-$117K	0.43%	27
2018 Q3	$1.47M	Buy	57,965 +1,760	+3%	+$43.1K	0.34%	29
2018 Q2	$1.36M	Buy	56,205 +2,182	+4%	+$54.8K	0.32%	28
2018 Q1	$1.46M	Buy	54,023 +1,017	+2%	+$28.3K	0.36%	24
2017 Q4	$1.56M	Buy	53,006 +3,617	+7%	+$98.8K	0.4%	26
2017 Q3	$1.46M	Sell	49,389 -1,463	-3%	-$41.5K	0.37%	26
2017 Q2	$1.45M	Sell	50,852 -2,297	-4%	-$67.7K	0.38%	26
2017 Q1	$1.67M	Buy	53,149 +629	+1%	+$19.8K	0.46%	26
2016 Q4	$1.69M	Sell	52,520 -7,320	-12%	-$216K	0.49%	27
2016 Q3	$1.83M	Buy	59,840 +312	+0.5%	+$9.86K	0.51%	26
2016 Q2	$1.94M	Buy	59,528 +1,856	+3%	+$55.2K	0.56%	26
2016 Q1	$1.71M	Buy	57,672 +2,763	+5%	+$76.5K	0.61%	28
2015 Q4	$1.43M	Buy	54,909 +8,907	+19%	+$226K	0.48%	32
2015 Q3	$1.13M	Buy	46,002 +16,996	+59%	+$433K	0.44%	33
2015 Q2	$778K	Sell	29,006 -4,263	-13%	-$110K	0.3%	36
2015 Q1	$820K	Buy	33,269 +2,722	+9%	+$69.2K	0.34%	32
2014 Q4	$775K	Buy	30,547 +1,099	+4%	+$28.5K	0.32%	34
2014 Q3	$784K	Buy	29,448 +186	+0.6%	+$4.95K	0.41%	26
2014 Q2	$781K	Buy	29,262 +1,519	+5%	+$40.7K	0.43%	26
2014 Q1	$735K	Buy	27,743 +3,863	+16%	+$97K	0.51%	23
2013 Q4	$634K	Buy	+23,880	New	+$628K	0.43%	23

Other funds holding T

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Capital Advantage's T Position: Q2 2026 in Review

Capital Advantage reduced its AT&T (T) stake by 8.7% in Q2 2026, selling an estimated $33.1K and leaving 14,005 shares worth $290K. The position accounts for 0.04% of the portfolio, ranked #128.

Capital Advantage first reported a position in T in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.94M in Q2 2016. 1,275 funds tracked by Wall St. Rank hold T as of Q2 2026.

Capital Advantage held 14,005 shares of AT&T worth $290K as of Q2 2026.
Capital Advantage sold 1,333 AT&T shares in Q2 2026, an estimated $33.1K.
AT&T made up 0.04% of Capital Advantage's portfolio in Q2 2026, its #128 holding.
Capital Advantage first reported a position in AT&T in Q4 2013 and has held it in 50 quarters since.
Capital Advantage's AT&T position peaked at $1.94M in Q2 2016.
1,275 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Capital Advantage's 13F filing for Q2 2026, filed 13 Jul 2026.