CAWM
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Capital Advisors Wealth Management’s AT&T T Stock Holding History

Capital Advisors Wealth Management’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 		$715K Sell
29,313
-828
-3% -$20K 0.08% 124
2026
Q2 		$624K Sell
30,141
-203
-0.7% -$5.04K 0.07% 130
2026
Q1 		$880K Buy
30,344
+871
+3% +$23.3K 0.12% 97
2025
Q4 		$732K Buy
29,473
+207
+0.7% +$5.24K 0.1% 106
2025
Q3 		$826K Buy
29,266
+6,720
+30% +$191K 0.12% 90
2025
Q2 		$652K Buy
22,546
+241
+1% +$6.64K 0.1% 98
2025
Q1 		$631K Buy
22,305
+639
+3% +$16.1K 0.11% 92
2024
Q4 		$493K Buy
21,666
+2,464
+13% +$55.5K 0.09% 92
2024
Q3 		$422K Buy
19,202
+321
+2% +$6.39K 0.08% 104
2024
Q2 		$361K Buy
18,881
+219
+1% +$3.81K 0.07% 109
2024
Q1 		$328K Buy
18,662
+3,958
+27% +$67.6K 0.07% 110
2023
Q4 		$247K Buy
14,704
+2,690
+22% +$42.5K 0.06% 125
2023
Q3 		$180K Sell
12,014
-142
-1% -$2.08K 0.05% 129
2023
Q2 		$194K Buy
12,156
+1,085
+10% +$18.5K 0.05% 131
2023
Q1 		$213K Buy
11,071
+542
+5% +$10.4K 0.06% 126
2022
Q4 		$194K Buy
+10,529
New +$188K 0.06% 123
2022
Q2 		– Sell
-12,168
Closed -$217K – 127
2022
Q1 		$217K Buy
+12,168
New +$225K 0.07% 114
2021
Q2 		– Sell
-10,849
Closed -$248K – 99
2021
Q1 		$248K Buy
+10,849
New +$240K 0.11% 81

Other funds holding T

QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Capital Advisors Wealth Management's T Position: Q3 2026 in Review

Capital Advisors Wealth Management reduced its AT&T (T) stake by 2.7% in Q3 2026, selling an estimated $20K and leaving 29,313 shares worth $715K. The position accounts for 0.08% of the portfolio, ranked #124.

Capital Advisors Wealth Management first reported a position in T in Q1 2021 and has held it in 18 quarters since. The position peaked at $880K in Q1 2026. 147 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • Capital Advisors Wealth Management held 29,313 shares of AT&T worth $715K as of Q3 2026.
  • Capital Advisors Wealth Management sold 828 AT&T shares in Q3 2026, an estimated $20K.
  • AT&T made up 0.08% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #124 holding.
  • Capital Advisors Wealth Management first reported a position in AT&T in Q1 2021 and has held it in 18 quarters since.
  • Capital Advisors Wealth Management's AT&T position peaked at $880K in Q1 2026.
  • 147 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.