CCM
T icon

Charter Capital Management’s AT&T T Stock Holding History

Charter Capital Management’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 		– Sell
-7,983
Closed -$231K – 81
2026
Q1 		$231K Buy
+7,983
New +$213K 0.12% 62

Other funds holding T

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Charter Capital Management's T Position: Q2 2026 in Review

Charter Capital Management sold out of AT&T (T) in Q2 2026, closing a stake of 7,983 shares — an estimated $231K sold.

Charter Capital Management first reported a position in T in Q1 2026 and held it in 1 quarter. The position peaked at $231K in Q1 2026. 1,429 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Charter Capital Management reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
  • Charter Capital Management sold 7,983 AT&T shares in Q2 2026, an estimated $231K.
  • Charter Capital Management first reported a position in AT&T in Q1 2026 and held it in 1 quarter.
  • Charter Capital Management's AT&T position peaked at $231K in Q1 2026.
  • 1,429 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Charter Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.