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Charter Research & Investment Group’s AT&T T Stock Holding History

Charter Research & Investment Group’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 		$1.23M Buy
42,475
+1,250
+3% +$33.4K 0.82% 36
2025
Q4 		$1.02M Sell
41,225
-1,710
-4% -$43.3K 0.68% 36
2025
Q3 		$1.21M Buy
42,935
+370
+0.9% +$10.5K 0.84% 35
2025
Q2 		$1.23M Sell
42,565
-884
-2% -$24.4K 0.92% 31
2025
Q1 		$1.23M Buy
43,449
+215
+0.5% +$5.41K 0.94% 32
2024
Q4 		$984K Buy
43,234
+2,024
+5% +$45.6K 0.75% 33
2024
Q3 		$907K Buy
41,210
+396
+1% +$7.88K 0.67% 39
2024
Q2 		$780K Sell
40,814
-3,800
-9% -$66.1K 0.61% 41
2024
Q1 		$785K Sell
44,614
-1,895
-4% -$32.4K 0.62% 40
2023
Q4 		$780K Sell
46,509
-7,723
-14% -$122K 0.65% 40
2023
Q3 		$815K Sell
54,232
-4,025
-7% -$59K 0.73% 38
2023
Q2 		$929K Sell
58,257
-1,125
-2% -$19.2K 0.77% 36
2023
Q1 		$1.14M Sell
59,382
-225
-0.4% -$4.3K 1% 32
2022
Q4 		$1.1M Sell
59,607
-2,938
-5% -$52.6K 1.05% 28
2022
Q3 		$959K Sell
62,545
-4,842
-7% -$88.1K 0.97% 31
2022
Q2 		$1.41M Sell
67,387
-29,246
-30% -$583K 1.28% 26
2022
Q1 		$1.73M Sell
96,633
-1,470
-1% -$27.2K 1.4% 26
2021
Q4 		$1.82M Sell
98,103
-20,641
-17% -$386K 1.44% 25
2021
Q3 		$2.42M Buy
118,744
+1,655
+1% +$34.8K 2.01% 18
2021
Q2 		$2.54M Sell
117,089
-331
-0.3% -$7.53K 2.11% 18
2021
Q1 		$2.69M Buy
117,420
+20
+0% +$442 2.35% 15
2020
Q4 		$2.55M Buy
117,400
+2,064
+2% +$44.5K 2.45% 11
2020
Q3 		$2.48M Sell
115,336
-1,377
-1% -$30.8K 2.72% 9
2020
Q2 		$2.67M Buy
116,713
+3,277
+3% +$74.6K 3.07% 8
2020
Q1 		$2.5M Buy
113,436
+629
+0.6% +$17.2K 3.29% 8
2019
Q4 		$3.33M Buy
112,807
+331
+0.3% +$9.56K 3.39% 8
2019
Q3 		$3.21M Buy
112,476
+6,559
+6% +$174K 3.48% 6
2019
Q2 		$2.68M Sell
105,917
-2,125
-2% -$51K 2.98% 9
2019
Q1 		$2.56M Buy
108,042
+16,914
+19% +$389K 2.83% 8
2018
Q4 		$1.96M Sell
91,128
-16,730
-16% -$389K 2.48% 11
2018
Q3 		$2.74M Sell
107,858
-166
-0.2% -$4.07K 2.98% 8
2018
Q2 		$2.62M Sell
108,024
-95
-0.1% -$2.38K 3% 6
2018
Q1 		$2.91M Buy
108,119
+422
+0.4% +$11.7K 3.47% 6
2017
Q4 		$3.16M Buy
+107,697
New +$2.94M 3.55% 5
2016
Q3 		$3.33M Hold
108,597
– – 3.91% 6
2016
Q2 		$3.54M Sell
108,597
-1,035
-0.9% -$30.8K 4.05% 5
2016
Q1 		$3.24M Sell
109,632
-1,422
-1% -$39.4K 3.72% 6
2015
Q4 		$2.89M Buy
111,054
+2,429
+2% +$61.6K 3.35% 8
2015
Q3 		$2.67M Buy
108,625
+2,812
+3% +$71.7K 3.53% 8
2015
Q2 		$2.84M Sell
105,813
-735
-0.7% -$19K 3.15% 7
2015
Q1 		$2.63M Sell
106,548
-297
-0.3% -$7.55K 2.91% 12
2014
Q4 		$2.71M Buy
+106,845
New +$2.77M 2.97% 9

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 Research & Investment Group's T Position: Q1 2026 in Review

Charter Research & Investment Group increased its AT&T (T) stake by 3% in Q1 2026, buying an estimated $33.4K and bringing the position to 42,475 shares worth $1.23M. The position accounts for 0.82% of the portfolio, ranked #36.

Charter Research & Investment Group first reported a position in T in Q4 2014 and has held it in 42 quarters since. The position peaked at $3.54M in Q2 2016. 2,966 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Charter Research & Investment Group held 42,475 shares of AT&T worth $1.23M as of Q1 2026.
  • Charter Research & Investment Group bought 1,250 AT&T shares in Q1 2026, an estimated $33.4K.
  • AT&T made up 0.82% of Charter Research & Investment Group's portfolio in Q1 2026, its #36 holding.
  • Charter Research & Investment Group first reported a position in AT&T in Q4 2014 and has held it in 42 quarters since.
  • Charter Research & Investment Group's AT&T position peaked at $3.54M in Q2 2016.
  • 2,966 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.