Capital Advisory Group Advisory Services’s AT&T T Stock Holding History

Capital Advisory Group Advisory Services’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 Q1	–	Sell	-9,064	Closed	-$225K	–	141
2025 Q4	$225K	Hold	9,064	–	–	0.07%	160
2025 Q3	$256K	Hold	9,064	–	–	0.08%	162
2025 Q2	$262K	Hold	9,064	–	–	0.09%	153
2025 Q1	$256K	Hold	9,064	–	–	0.1%	148
2024 Q4	$206K	Sell	9,064 -200	-2%	-$4.5K	0.07%	164
2024 Q3	$204K	Buy	+9,264	New	+$184K	0.08%	146
2023 Q4	–	Sell	-20,720	Closed	-$311K	–	151
2023 Q3	$311K	Sell	20,720 -269	-1%	-$3.94K	0.18%	113
2023 Q2	$335K	Buy	20,989 +720	+4%	+$12.3K	0.24%	65
2023 Q1	$390K	Sell	20,269 -1,166	-5%	-$22.3K	0.23%	93
2022 Q4	$395K	Sell	21,435 -1,959	-8%	-$35.1K	0.27%	86
2022 Q3	$359K	Sell	23,394 -2,380	-9%	-$43.3K	0.25%	91
2022 Q2	$499K	Sell	25,774 -11,093	-30%	-$221K	0.3%	83
2022 Q1	$658K	Buy	36,867 +3,519	+11%	+$65.1K	0.31%	81
2021 Q4	$620K	Sell	33,348 -22,383	-40%	-$418K	0.27%	87
2021 Q3	$1.14M	Buy	55,731 +6,599	+13%	+$139K	0.41%	64
2021 Q2	$1.07M	Buy	49,132 +10,314	+27%	+$235K	0.39%	66
2021 Q1	$887K	Buy	38,818 +989	+3%	+$21.9K	0.34%	76
2020 Q4	$822K	Buy	37,829 +14,010	+59%	+$302K	0.34%	71
2020 Q3	$513K	Sell	23,819 -935	-4%	-$20.9K	0.27%	80
2020 Q2	$565K	Buy	24,754 +12,972	+110%	+$295K	0.32%	71
2020 Q1	$260K	Sell	11,782 -1,637	-12%	-$44.7K	0.32%	52
2019 Q4	$397K	Buy	13,419 +4,775	+55%	+$138K	0.21%	63
2019 Q3	$247K	Hold	8,644	–	–	0.16%	65
2019 Q2	$217K	Sell	8,644 -192	-2%	-$4.61K	0.14%	68
2019 Q1	$207K	Sell	8,836 -398	-4%	-$9.16K	0.15%	71
2018 Q4	$202K	Sell	9,234 -205	-2%	-$4.77K	0.16%	70
2018 Q3	$237K	Sell	9,439 -228	-2%	-$5.58K	0.16%	71
2018 Q2	$232K	Sell	9,667 -1,014	-9%	-$25.5K	0.17%	68
2018 Q1	$288K	Buy	+10,681	New	+$297K	0.21%	60

Other funds holding T

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital Advisory Group Advisory Services's T Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of AT&T (T) in Q1 2026, closing a stake of 9,064 shares — an estimated $225K sold.

Capital Advisory Group Advisory Services first reported a position in T in Q1 2018 and held it in 29 quarters. The position peaked at $1.14M in Q3 2021. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

Capital Advisory Group Advisory Services reported no remaining AT&T position as of Q1 2026 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 9,064 AT&T shares in Q1 2026, an estimated $225K.
Capital Advisory Group Advisory Services first reported a position in AT&T in Q1 2018 and held it in 29 quarters.
Capital Advisory Group Advisory Services's AT&T position peaked at $1.14M in Q3 2021.
2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.