Castleview Partners’s AT&T T Stock Holding History

Castleview Partners’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	$725K	Buy	35,045 +7,485	+27%	+$186K	0.32%	75
2026 Q1	$799K	Sell	27,560 -55	-0.2%	-$1.47K	0.41%	55
2025 Q4	$686K	Buy	27,615 +6,560	+31%	+$166K	0.34%	65
2025 Q3	$595K	Buy	21,055 +1,692	+9%	+$48K	0.32%	67
2025 Q2	$560K	Buy	19,363 +5,753	+42%	+$159K	0.36%	69
2025 Q1	$385K	Sell	13,610 -764	-5%	-$19.2K	0.26%	100
2024 Q4	$328K	Buy	14,374 +1,046	+8%	+$23.5K	0.18%	136
2024 Q3	$293K	Buy	13,328 +350	+3%	+$6.96K	0.17%	142
2024 Q2	$248K	Sell	12,978 -143	-1%	-$2.49K	0.14%	144
2024 Q1	$231K	Buy	13,121 +2,884	+28%	+$49.2K	0.13%	165
2023 Q4	$172K	Buy	10,237 +2,165	+27%	+$34.2K	0.12%	146
2023 Q3	$121K	Sell	8,072 -199	-2%	-$2.92K	0.11%	154
2023 Q2	$132K	Sell	8,271 -4,087	-33%	-$69.6K	0.12%	154
2023 Q1	$238K	Buy	12,358 +359	+3%	+$6.86K	0.21%	112
2022 Q4	$221K	Buy	11,999 +706	+6%	+$12.6K	0.22%	109
2022 Q3	$173K	Buy	11,293 +6,187	+121%	+$113K	0.17%	134
2022 Q2	$555K	Sell	5,106 -5,760	-53%	-$115K	0.44%	47
2022 Q1	$193K	Buy	+10,866	New	+$201K	0.12%	168
2021 Q2	$263K	Buy	+12,117	New	+$276K	0.12%	186
2018 Q1	$481K	Buy	+17,873	New	+$497K	0.4%	59

Other funds holding T

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Castleview Partners's T Position: Q2 2026 in Review

Castleview Partners increased its AT&T (T) stake by 27% in Q2 2026, buying an estimated $186K and bringing the position to 35,045 shares worth $725K. The position accounts for 0.32% of the portfolio, ranked #75.

Castleview Partners first reported a position in T in Q1 2018 and has held it in 20 quarters since. The position peaked at $799K in Q1 2026. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

Castleview Partners held 35,045 shares of AT&T worth $725K as of Q2 2026.
Castleview Partners bought 7,485 AT&T shares in Q2 2026, an estimated $186K.
AT&T made up 0.32% of Castleview Partners's portfolio in Q2 2026, its #75 holding.
Castleview Partners first reported a position in AT&T in Q1 2018 and has held it in 20 quarters since.
Castleview Partners's AT&T position peaked at $799K in Q1 2026.
2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.