Capstone Investment Advisors
T icon

Capstone Investment Advisors’s AT&T T Stock Holding History

Capstone Investment 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
Q1 		$469K Sell
16,168
-109,894
-87% -$2.94M ﹤0.01% 1168
2025
Q4 		$3.13M Sell
126,062
-31,148
-20% -$789K 0.01% 485
2025
Q3 		$4.44M Buy
157,210
+147,735
+1,559% +$4.2M 0.01% 503
2025
Q2 		$274K Buy
+9,475
New +$261K ﹤0.01% 1427
2024
Q3 		– Sell
-47,757
Closed -$950K – 2199
2024
Q2 		$913K Sell
47,757
-134,770
-74% -$2.34M ﹤0.01% 1030
2024
Q1 		$3.21M Sell
182,527
-366,545
-67% -$6.26M 0.01% 599
2023
Q4 		$9.21M Sell
549,072
-152,771
-22% -$2.41M 0.03% 363
2023
Q3 		$10.5M Buy
701,843
+226,029
+48% +$3.31M 0.05% 264
2023
Q2 		$7.59M Buy
475,814
+361,682
+317% +$6.16M 0.04% 290
2023
Q1 		$2.2M Sell
114,132
-504,362
-82% -$9.64M 0.01% 568
2022
Q4 		$11.4M Buy
618,494
+17,544
+3% +$314K 0.08% 200
2022
Q3 		$9.22M Buy
600,950
+442,675
+280% +$8.05M 0.06% 252
2022
Q2 		$3.32M Sell
158,275
-207,928
-57% -$4.15M 0.02% 546
2022
Q1 		$6.54M Sell
366,203
-3,151,588
-90% -$58.3M 0.02% 607
2021
Q4 		$65.4M Buy
3,517,791
+1,691,085
+93% +$31.6M 0.11% 157
2021
Q3 		$37.3M Buy
1,826,706
+447,712
+32% +$9.41M 0.07% 255
2021
Q2 		$30M Buy
+1,378,994
New +$31.4M 0.07% 261
2021
Q1 		– Sell
-344,048
Closed -$7.61M – 1927
2020
Q4 		$7.47M Buy
+344,048
New +$7.42M 0.03% 476
2020
Q3 		– Sell
-25,789
Closed -$576K – 1459
2020
Q2 		$589K Buy
+25,789
New +$587K ﹤0.01% 1053
2020
Q1 		– Sell
-116,531
Closed -$3.18M – 1376
2019
Q4 		$3.44M Buy
+116,531
New +$3.36M 0.02% 685
2019
Q3 		– Sell
-139,430
Closed -$3.69M – 1446
2019
Q2 		$3.53M Sell
139,430
-201,419
-59% -$4.83M 0.03% 564
2019
Q1 		$8.07M Buy
340,849
+47,918
+16% +$1.1M 0.07% 255
2018
Q4 		$6.31M Buy
292,931
+172,430
+143% +$4.01M 0.08% 207
2018
Q3 		$3.06M Buy
120,501
+38,519
+47% +$944K 0.03% 344
2018
Q2 		$1.99M Buy
+81,982
New +$2.06M 0.03% 281
2018
Q1 		– Sell
-69,041
Closed -$1.92M – 535
2017
Q4 		$2.03M Buy
+69,041
New +$1.89M 0.06% 161
2017
Q3 		– Sell
-132,628
Closed -$3.77M – 722
2017
Q2 		$3.78M Buy
+132,628
New +$3.91M 0.1% 173
2016
Q4 		– Sell
-194,778
Closed -$5.75M – 1096
2016
Q3 		$5.97M Buy
+194,778
New +$6.16M 0.13% 124
2016
Q2 		– Sell
-36,226
Closed -$1.08M – 838
2016
Q1 		$1.07M Buy
+36,226
New +$1M 0.03% 293
2014
Q3 		– Sell
-219,156
Closed -$5.83M – 497
2014
Q2 		$5.85M Buy
219,156
+15,508
+8% +$415K 0.08% 172
2014
Q1 		$5.39M Sell
203,648
-68,578
-25% -$1.72M 0.07% 156
2013
Q4 		$7.23M Sell
272,226
-230,008
-46% -$6.05M 0.08% 142
2013
Q3 		$12.8M Buy
502,234
+288,874
+135% +$7.58M 0.13% 88
2013
Q2 		$5.7M Buy
+213,360
New +$5.93M 0.06% 131

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capstone Investment Advisors's T Position: Q1 2026 in Review

Capstone Investment Advisors reduced its AT&T (T) stake by 87% in Q1 2026, selling an estimated $2.94M and leaving 16,168 shares worth $469K. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

Capstone Investment Advisors first reported a position in T in Q2 2013 and has held it in 34 quarters since. The position peaked at $65.4M in Q4 2021. 2,975 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Capstone Investment Advisors held 16,168 shares of AT&T worth $469K as of Q1 2026.
  • Capstone Investment Advisors sold 109,894 AT&T shares in Q1 2026, an estimated $2.94M.
  • AT&T made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1168 holding.
  • Capstone Investment Advisors first reported a position in AT&T in Q2 2013 and has held it in 34 quarters since.
  • Capstone Investment Advisors's AT&T position peaked at $65.4M in Q4 2021.
  • 2,975 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.