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

Charter Oak 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
Q1 		$391K Sell
13,479
-3,408
-20% -$91K 0.03% 138
2025
Q4 		$419K Buy
16,887
+1,535
+10% +$38.9K 0.03% 139
2025
Q3 		$434K Buy
15,352
+382
+3% +$10.8K 0.03% 132
2025
Q2 		$433K Sell
14,970
-276
-2% -$7.61K 0.04% 125
2025
Q1 		$431K Buy
15,246
+408
+3% +$10.3K 0.04% 119
2024
Q4 		$338K Sell
14,838
-298
-2% -$6.71K 0.03% 132
2024
Q3 		$333K Buy
15,136
+845
+6% +$16.8K 0.03% 139
2024
Q2 		$273K Sell
14,291
-1,488
-9% -$25.9K 0.03% 146
2024
Q1 		$278K Buy
15,779
+116
+0.7% +$1.98K 0.03% 153
2023
Q4 		$263K Sell
15,663
-4,815
-24% -$76K 0.03% 149
2023
Q3 		$308K Sell
20,478
-3,150
-13% -$46.2K 0.04% 142
2023
Q2 		$377K Sell
23,628
-96
-0.4% -$1.64K 0.05% 128
2023
Q1 		$457K Sell
23,724
-11
-0% -$210 0.06% 109
2022
Q4 		$437K Sell
23,735
-906
-4% -$16.2K 0.07% 107
2022
Q3 		$378K Buy
24,641
+4,737
+24% +$86.2K 0.06% 113
2022
Q2 		$417K Sell
19,904
-3,797
-16% -$75.7K 0.06% 124
2022
Q1 		$423K Sell
23,701
-1,291
-5% -$23.9K 0.05% 126
2021
Q4 		$464K Sell
24,992
-4,989
-17% -$93.3K 0.05% 123
2021
Q3 		$612K Sell
29,981
-9,409
-24% -$198K 0.08% 105
2021
Q2 		$856K Sell
39,390
-1,970
-5% -$44.8K 0.11% 79
2021
Q1 		$946K Sell
41,360
-5,208
-11% -$115K 0.13% 74
2020
Q4 		$1.01M Buy
+46,568
New +$1M 0.15% 62

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

Charter Oak Capital Management's T Position: Q1 2026 in Review

Charter Oak Capital Management reduced its AT&T (T) stake by 20% in Q1 2026, selling an estimated $91K and leaving 13,479 shares worth $391K. The position accounts for 0.03% of the portfolio, ranked #138.

Charter Oak Capital Management first reported a position in T in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.01M in Q4 2020. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Charter Oak Capital Management held 13,479 shares of AT&T worth $391K as of Q1 2026.
  • Charter Oak Capital Management sold 3,408 AT&T shares in Q1 2026, an estimated $91K.
  • AT&T made up 0.03% of Charter Oak Capital Management's portfolio in Q1 2026, its #138 holding.
  • Charter Oak Capital Management first reported a position in AT&T in Q4 2020 and has held it in 22 quarters since.
  • Charter Oak Capital Management's AT&T position peaked at $1.01M in Q4 2020.
  • 2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.