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Disciplined Investments’s AT&T T Stock Holding History

Disciplined Investments’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 		$360K Buy
+12,416
New +$332K 0.13% 100
2024
Q1 		– Sell
-11,035
Closed -$185K – 123
2023
Q4 		$185K Buy
+11,035
New +$174K 0.11% 106
2023
Q3 		– Sell
-4,624
Closed -$73.8K – 1371
2023
Q2 		$73.8K Buy
4,624
+43
+0.9% +$732 0.04% 177
2023
Q1 		$88.2K Buy
4,581
+1,509
+49% +$28.8K 0.04% 179
2022
Q4 		$56.6K Sell
3,072
-1,417
-32% -$25.4K 0.03% 189
2022
Q3 		$69K Sell
4,489
-1,627
-27% -$29.6K 0.03% 189
2022
Q2 		$128K Sell
6,116
-1,147
-16% -$22.9K 0.06% 145
2022
Q1 		$130K Sell
7,263
-208
-3% -$3.85K 0.05% 150
2021
Q4 		$139K Buy
7,471
+1,154
+18% +$21.6K 0.06% 132
2021
Q3 		$129K Buy
6,317
+2,319
+58% +$48.7K 0.06% 128
2021
Q2 		$87K Buy
3,998
+900
+29% +$20.5K 0.04% 153
2021
Q1 		$71K Buy
3,098
+2,306
+291% +$51K 0.04% 153
2020
Q4 		$17K Sell
792
-553
-41% -$11.9K 0.01% 213
2020
Q3 		$29K Buy
1,345
+26
+2% +$581 0.02% 195
2020
Q2 		$30K Hold
1,319
– – 0.02% 194
2020
Q1 		$29K Buy
1,319
+37
+3% +$1.01K 0.03% 193
2019
Q4 		$38K Buy
+1,282
New +$37K 0.03% 183

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

Disciplined Investments's T Position: Q1 2026 in Review

Disciplined Investments opened a new position in AT&T (T) in Q1 2026: 12,416 shares worth $360K. The stake represents 0.13% of the portfolio and ranks #100 among its holdings. This is a return to the name: Disciplined Investments previously reported a position in T as recently as Q4 2023.

Disciplined Investments first reported a position in T in Q4 2019 and has held it in 17 quarters since. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Disciplined Investments held 12,416 shares of AT&T worth $360K as of Q1 2026.
  • AT&T was a new Disciplined Investments position in Q1 2026.
  • AT&T made up 0.13% of Disciplined Investments's portfolio in Q1 2026, its #100 holding.
  • Disciplined Investments first reported a position in AT&T in Q4 2019 and has held it in 17 quarters since.
  • 2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Disciplined Investments's 13F filing for Q1 2026, filed 12 May 2026.