CPA
T icon

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

Capital Performance Advisors’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 		$212K Sell
10,229
-18,027
-64% -$447K 0.01% 289
2026
Q1 		$819K Buy
28,256
+2,747
+11% +$73.4K 0.05% 153
2025
Q4 		$634K Buy
25,509
+1,094
+4% +$27.7K 0.04% 182
2025
Q3 		$689K Buy
24,415
+1,659
+7% +$47.1K 0.11% 93
2025
Q2 		$659K Buy
22,756
+1,202
+6% +$33.1K 0.13% 84
2025
Q1 		$610K Buy
21,554
+7,905
+58% +$199K 0.13% 78
2024
Q4 		$311K Buy
13,649
+1,861
+16% +$41.9K 0.1% 90
2024
Q3 		$259K Buy
+11,788
New +$235K 0.08% 89

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 Performance Advisors's T Position: Q2 2026 in Review

Capital Performance Advisors reduced its AT&T (T) stake by 64% in Q2 2026, selling an estimated $447K and leaving 10,229 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #289.

Capital Performance Advisors first reported a position in T in Q3 2024 and has held it in 8 quarters since. The position peaked at $819K in Q1 2026. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Capital Performance Advisors held 10,229 shares of AT&T worth $212K as of Q2 2026.
  • Capital Performance Advisors sold 18,027 AT&T shares in Q2 2026, an estimated $447K.
  • AT&T made up 0.01% of Capital Performance Advisors's portfolio in Q2 2026, its #289 holding.
  • Capital Performance Advisors first reported a position in AT&T in Q3 2024 and has held it in 8 quarters since.
  • Capital Performance Advisors's AT&T position peaked at $819K in Q1 2026.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.