Capstone Wealth Management Group (Oregon)’s AT&T T Stock Holding History

Capstone Wealth Management Group (Oregon)’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	-9,977	Closed	-$248K	–	133
2025 Q4	$248K	Sell	9,977 -318	-3%	-$8.05K	0.15%	108
2025 Q3	$291K	Sell	10,295 -1,736	-14%	-$49.3K	0.19%	90
2025 Q2	$348K	Buy	12,031 +2,971	+33%	+$81.9K	0.25%	72
2025 Q1	$256K	Sell	9,060 -234	-3%	-$5.88K	0.2%	77
2024 Q4	$212K	Buy	+9,294	New	+$209K	0.16%	99

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

Capstone Wealth Management Group (Oregon)'s T Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) sold out of AT&T (T) in Q1 2026, closing a stake of 9,977 shares — an estimated $248K sold.

Capstone Wealth Management Group (Oregon) first reported a position in T in Q4 2024 and held it in 5 quarters. The position peaked at $348K in Q2 2025. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

Capstone Wealth Management Group (Oregon) reported no remaining AT&T position as of Q1 2026 after selling out during the quarter.
Capstone Wealth Management Group (Oregon) sold 9,977 AT&T shares in Q1 2026, an estimated $248K.
Capstone Wealth Management Group (Oregon) first reported a position in AT&T in Q4 2024 and held it in 5 quarters.
Capstone Wealth Management Group (Oregon)'s AT&T position peaked at $348K in Q2 2025.
2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.