CD
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Chapin Davis’s AT&T T Stock Holding History

Chapin Davis’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
Q3 		$410K Sell
16,806
-1,073
-6% -$25.9K 0.08% 164
2026
Q2 		$370K Sell
17,879
-2,953
-14% -$73.3K 0.07% 173
2026
Q1 		$604K Sell
20,832
-5,106
-20% -$136K 0.13% 138
2025
Q4 		$644K Sell
25,938
-18,071
-41% -$457K 0.15% 125
2025
Q3 		$1.24M Sell
44,009
-123,172
-74% -$3.5M 0.31% 73
2025
Q2 		$4.84M Buy
167,181
+143,258
+599% +$3.95M 1.34% 22
2025
Q1 		$677K Sell
23,923
-7,418
-24% -$187K 0.23% 93
2024
Q4 		$689K Hold
31,341
– – 0.22% 103
2024
Q3 		$689K Buy
31,341
+22
+0.1% +$438 0.22% 104
2024
Q2 		$599K Sell
31,319
-1,946
-6% -$33.8K 0.2% 110
2024
Q1 		$585K Sell
33,265
-2,213
-6% -$37.8K 0.21% 109
2023
Q4 		$595K Sell
35,478
-504
-1% -$7.96K 0.25% 102
2023
Q3 		$540K Sell
35,982
-974
-3% -$14.3K 0.26% 100
2023
Q2 		$589K Sell
36,956
-3,415
-8% -$58.2K 0.28% 97
2023
Q1 		$777K Buy
40,371
+3,423
+9% +$65.4K 0.4% 67
2022
Q4 		$680K Buy
+36,948
New +$661K 0.4% 78

Other funds holding T

QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Chapin Davis's T Position: Q3 2026 in Review

Chapin Davis reduced its AT&T (T) stake by 6% in Q3 2026, selling an estimated $25.9K and leaving 16,806 shares worth $410K. The position accounts for 0.08% of the portfolio, ranked #164.

Chapin Davis first reported a position in T in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.84M in Q2 2025. 147 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • Chapin Davis held 16,806 shares of AT&T worth $410K as of Q3 2026.
  • Chapin Davis sold 1,073 AT&T shares in Q3 2026, an estimated $25.9K.
  • AT&T made up 0.08% of Chapin Davis's portfolio in Q3 2026, its #164 holding.
  • Chapin Davis first reported a position in AT&T in Q4 2022 and has held it in 16 quarters since.
  • Chapin Davis's AT&T position peaked at $4.84M in Q2 2025.
  • 147 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.