CAL
T icon

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

Capital Advisors Ltd’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 		$89K Sell
4,292
-825
-16% -$20.5K 0.01% 420
2026
Q1 		$148K Sell
5,117
-358
-7% -$9.56K 0.02% 327
2025
Q4 		$136K Sell
5,475
-47
-0.9% -$1.19K 0.02% 325
2025
Q3 		$156K Sell
5,522
-88
-2% -$2.5K 0.02% 310
2025
Q2 		$162K Buy
5,610
+125
+2% +$3.44K 0.02% 294
2025
Q1 		$155K Buy
5,485
+667
+14% +$16.8K 0.02% 299
2024
Q4 		$110K Buy
4,818
+582
+14% +$13.1K 0.01% 331
2024
Q3 		$93K Buy
4,236
+15
+0.4% +$298 0.01% 354
2024
Q2 		$81K Buy
4,221
+1,649
+64% +$28.7K 0.01% 362
2024
Q1 		$45K Sell
2,572
-124
-5% -$2.12K 0.01% 455
2023
Q4 		$45K Buy
2,696
+352
+15% +$5.56K 0.01% 441
2023
Q3 		$35K Sell
2,344
-1,579
-40% -$23.1K 0.01% 467
2023
Q2 		$63K Buy
3,923
+426
+12% +$7.26K 0.01% 393
2023
Q1 		$67K Sell
3,497
-356
-9% -$6.8K 0.01% 346
2022
Q4 		$50K Sell
3,853
-7,531
-66% -$135K 0.01% 372
2022
Q3 		$175K Buy
11,384
+9,704
+578% +$177K 0.03% 255
2022
Q2 		$35K Sell
1,680
-544
-24% -$10.8K 0.01% 388
2022
Q1 		$40K Buy
2,224
+337
+18% +$6.24K 0.01% 383
2021
Q4 		$35K Sell
1,887
-1,641
-47% -$30.7K 0.01% 385
2021
Q3 		$72K Hold
3,528
– – 0.01% 300
2021
Q2 		$77K Buy
3,528
+1
+0% +$23 0.01% 286
2021
Q1 		$81K Hold
3,527
– – 0.01% 264
2020
Q4 		$77K Sell
3,527
-861
-20% -$18.6K 0.02% 250
2020
Q3 		$94K Hold
4,388
– – 0.02% 224
2020
Q2 		$100K Hold
4,388
– – 0.03% 214
2020
Q1 		$97K Hold
4,388
– – 0.03% 202
2019
Q4 		$130K Buy
4,388
+1,721
+65% +$49.7K 0.03% 186
2019
Q3 		$76K Sell
2,667
-79
-3% -$2.09K 0.02% 226
2019
Q2 		$69K Buy
2,746
+700
+34% +$16.8K 0.02% 258
2019
Q1 		$48K Hold
2,046
– – 0.01% 293
2018
Q4 		$44K Sell
2,046
-1,645
-45% -$38.3K 0.01% 294
2018
Q3 		$94K Buy
3,691
+1,645
+80% +$40.3K 0.03% 233
2018
Q2 		$50K Buy
2,046
+204
+11% +$5.12K 0.02% 231
2018
Q1 		$50K Hold
1,842
– – 0.02% 223
2017
Q4 		$54K Hold
1,842
– – 0.02% 221
2017
Q3 		$54K Hold
1,842
– – 0.02% 216
2017
Q2 		$52K Hold
1,842
– – 0.02% 213
2017
Q1 		$58K Sell
1,842
-135
-7% -$4.25K 0.02% 185
2016
Q4 		$63K Buy
1,977
+135
+7% +$3.98K 0.03% 176
2016
Q3 		$56K Hold
1,842
– – 0.02% 181
2016
Q2 		$60K Sell
1,842
-528
-22% -$15.7K 0.03% 170
2016
Q1 		$70K Hold
2,370
– – 0.03% 162
2015
Q4 		$62K Hold
2,370
– – 0.03% 162
2015
Q3 		$58K Sell
2,370
-609
-20% -$15.5K 0.03% 166
2015
Q2 		$80K Buy
2,979
+609
+26% +$15.7K 0.04% 152
2015
Q1 		$58K Hold
2,370
– – 0.03% 168
2014
Q4 		$60K Sell
2,370
-7,939
-77% -$206K 0.03% 160
2014
Q3 		$274K Hold
10,309
– – 0.16% 74
2014
Q2 		$275K Hold
10,309
– – 0.15% 77
2014
Q1 		$273K Buy
10,309
+7,664
+290% +$192K 0.16% 75
2013
Q4 		$70K Buy
+2,645
New +$69.6K 0.05% 126

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

Capital Advisors Ltd's T Position: Q2 2026 in Review

Capital Advisors Ltd reduced its AT&T (T) stake by 16% in Q2 2026, selling an estimated $20.5K and leaving 4,292 shares worth $89K. The position accounts for 0.01% of the portfolio, ranked #420.

Capital Advisors Ltd first reported a position in T in Q4 2013 and has held it in 51 quarters since. The position peaked at $275K in Q2 2014. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Capital Advisors Ltd held 4,292 shares of AT&T worth $89K as of Q2 2026.
  • Capital Advisors Ltd sold 825 AT&T shares in Q2 2026, an estimated $20.5K.
  • AT&T made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #420 holding.
  • Capital Advisors Ltd first reported a position in AT&T in Q4 2013 and has held it in 51 quarters since.
  • Capital Advisors Ltd's AT&T position peaked at $275K in Q2 2014.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.