CAPTRUST Financial Advisors
T icon

CAPTRUST Financial Advisors’s AT&T T Stock Holding History

CAPTRUST Financial 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 		$86.6M Buy
2,986,531
+405,963
+16% +$10.8M 0.15% 126
2025
Q4 		$64.1M Buy
2,580,568
+15,623
+0.6% +$396K 0.12% 151
2025
Q3 		$72.4M Buy
2,564,945
+43,968
+2% +$1.25M 0.15% 128
2025
Q2 		$73M Sell
2,520,977
-2,984
-0.1% -$82.2K 0.16% 117
2025
Q1 		$71.4M Sell
2,523,961
-55,817
-2% -$1.4M 0.18% 117
2024
Q4 		$58.7M Buy
2,579,778
+192,705
+8% +$4.34M 0.17% 120
2024
Q3 		$51.6M Sell
2,387,073
-271,514
-10% -$5.4M 0.15% 129
2024
Q2 		$50.8M Sell
2,658,587
-7,644
-0.3% -$133K 0.16% 122
2024
Q1 		$46.9M Sell
2,666,231
-384,318
-13% -$6.56M 0.17% 124
2023
Q4 		$51.2M Sell
3,050,549
-151,379
-5% -$2.39M 0.18% 116
2023
Q3 		$48.1M Sell
3,201,928
-1,000,586
-24% -$14.7M 0.18% 112
2023
Q2 		$67M Sell
4,202,514
-3,305,711
-44% -$56.3M 0.26% 86
2023
Q1 		$145M Buy
7,508,225
+665,076
+10% +$12.7M 0.64% 31
2022
Q4 		$126M Buy
6,843,149
+424,638
+7% +$7.6M 0.63% 30
2022
Q3 		$98.5M Buy
6,418,511
+883,007
+16% +$16.1M 0.57% 33
2022
Q2 		$116M Buy
5,535,504
+1,437,200
+35% +$28.7M 0.75% 21
2022
Q1 		$73.1M Buy
4,098,304
+27,601
+0.7% +$511K 0.47% 40
2021
Q4 		$75.6M Buy
4,070,703
+2,503,840
+160% +$46.8M 0.52% 39
2021
Q3 		$32M Buy
1,566,863
+163,130
+12% +$3.43M 0.27% 96
2021
Q2 		$30.5M Buy
1,403,733
+62,071
+5% +$1.41M 0.28% 85
2021
Q1 		$30.7M Buy
1,341,662
+271,297
+25% +$6M 0.33% 72
2020
Q4 		$23.3M Buy
1,070,365
+66,790
+7% +$1.44M 0.31% 88
2020
Q3 		$21.6M Sell
1,003,575
-29,186
-3% -$652K 0.36% 73
2020
Q2 		$23.3M Buy
1,032,761
+102,419
+11% +$2.33M 0.38% 69
2020
Q1 		$19.7M Buy
930,342
+34,059
+4% +$930K 0.43% 61
2019
Q4 		$26.3M Buy
896,283
+396,726
+79% +$11.5M 0.42% 65
2019
Q3 		$14.3M Sell
499,557
-232
-0% -$6.15K 0.5% 43
2019
Q2 		$12.6M Buy
499,789
+109,588
+28% +$2.63M 0.47% 47
2019
Q1 		$9.24M Buy
390,201
+46,622
+14% +$1.07M 0.38% 55
2018
Q4 		$7.41M Buy
343,579
+1,994
+0.6% +$46.4K 0.4% 58
2018
Q3 		$8.66M Buy
341,585
+49,975
+17% +$1.22M 0.39% 50
2018
Q2 		$7.07M Buy
291,610
+35,654
+14% +$895K 0.39% 45
2018
Q1 		$6.79M Sell
255,956
-7,384
-3% -$206K 0.42% 40
2017
Q4 		$7.73M Buy
263,340
+257,750
+4,611% +$7.04M 0.47% 40
2017
Q3 		$155K Buy
+5,590
New +$159K 0.01% 219

Other funds holding T

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors's T Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its AT&T (T) stake by 16% in Q1 2026, buying an estimated $10.8M and bringing the position to 2,986,531 shares worth $86.6M. The position accounts for 0.15% of the portfolio, ranked #126.

CAPTRUST Financial Advisors first reported a position in T in Q3 2017 and has held it in 35 quarters since. The position peaked at $145M in Q1 2023. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • CAPTRUST Financial Advisors held 2,986,531 shares of AT&T worth $86.6M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 405,963 AT&T shares in Q1 2026, an estimated $10.8M.
  • AT&T made up 0.15% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #126 holding.
  • CAPTRUST Financial Advisors first reported a position in AT&T in Q3 2017 and has held it in 35 quarters since.
  • CAPTRUST Financial Advisors's AT&T position peaked at $145M in Q1 2023.
  • 2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

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