ECM
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Evergreen Capital Management’s AT&T T Stock Holding History

Evergreen 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 		$4.33M Buy
149,496
+9,991
+7% +$267K 0.09% 212
2025
Q4 		$3.47M Sell
139,505
-489
-0.3% -$12.4K 0.08% 233
2025
Q3 		$3.95M Buy
139,994
+15,197
+12% +$432K 0.09% 192
2025
Q2 		$3.61M Buy
124,797
+12,747
+11% +$351K 0.11% 193
2025
Q1 		$3.17M Buy
112,050
+2,710
+2% +$68.1K 0.11% 200
2024
Q4 		$2.49M Buy
109,340
+542
+0.5% +$12.2K 0.08% 224
2024
Q3 		$2.39M Sell
108,798
-1,019
-0.9% -$20.3K 0.08% 230
2024
Q2 		$2.1M Buy
109,817
+6,810
+7% +$118K 0.08% 232
2024
Q1 		$1.81M Buy
103,007
+4,904
+5% +$83.7K 0.07% 239
2023
Q4 		$1.65M Buy
98,103
+25,160
+34% +$397K 0.07% 239
2023
Q3 		$1.1M Sell
72,943
-7,972
-10% -$117K 0.05% 276
2023
Q2 		$1.29M Sell
80,915
-2,328
-3% -$39.6K 0.05% 263
2023
Q1 		$1.6M Buy
83,243
+6,413
+8% +$123K 0.07% 236
2022
Q4 		$1.41M Buy
76,830
+33,230
+76% +$595K 0.07% 245
2022
Q3 		$669K Buy
43,600
+2,747
+7% +$50K 0.04% 301
2022
Q2 		$857K Sell
40,853
-20,565
-33% -$410K 0.04% 268
2022
Q1 		$1.1M Buy
61,418
+5,735
+10% +$106K 0.04% 274
2021
Q4 		$1.03M Sell
55,683
-11,273
-17% -$211K 0.04% 276
2021
Q3 		$1.37M Buy
66,956
+14,690
+28% +$309K 0.06% 248
2021
Q2 		$1.14M Sell
52,266
-1,728
-3% -$39.3K 0.05% 254
2021
Q1 		$1.23M Sell
53,994
-80,796
-60% -$1.79M 0.06% 238
2020
Q4 		$2.93M Buy
134,790
+17,889
+15% +$386K 0.17% 133
2020
Q3 		$2.52M Buy
116,901
+58,466
+100% +$1.31M 0.17% 129
2020
Q2 		$1.33M Sell
58,435
-1,134
-2% -$25.8K 0.1% 170
2020
Q1 		$1.31M Sell
59,569
-8,932
-13% -$244K 0.12% 144
2019
Q4 		$2.02M Buy
68,501
+7,173
+12% +$207K 0.17% 120
2019
Q3 		$1.75M Sell
61,328
-35
-0.1% -$927 0.16% 123
2019
Q2 		$1.55M Buy
61,363
+6,438
+12% +$154K 0.15% 124
2019
Q1 		$1.3M Buy
54,925
+284
+0.5% +$6.53K 0.13% 136
2018
Q4 		$1.18M Sell
54,641
-525
-1% -$12.2K 0.12% 142
2018
Q3 		$1.4M Sell
55,166
-92,122
-63% -$2.26M 0.12% 133
2018
Q2 		$3.57M Sell
147,288
-6,198
-4% -$156K 0.34% 70
2018
Q1 		$4.13M Buy
153,486
+1,438
+0.9% +$40K 0.4% 64
2017
Q4 		$4.46M Sell
152,048
-11,506
-7% -$314K 0.45% 60
2017
Q3 		$4.84M Buy
163,554
+65,557
+67% +$1.86M 0.57% 51
2017
Q2 		$2.79M Buy
97,997
+12,892
+15% +$380K 0.45% 65
2017
Q1 		$2.67M Buy
85,105
+75,679
+803% +$2.38M 0.56% 53
2016
Q4 		$302K Buy
9,426
+959
+11% +$28.3K 0.06% 103
2016
Q3 		$259K Hold
8,467
– – 0.05% 98
2016
Q2 		$276K Hold
8,467
– – 0.06% 89
2016
Q1 		$250K Hold
8,467
– – 0.06% 82
2015
Q4 		$220K Sell
8,467
-119
-1% -$3.02K 0.05% 86
2015
Q3 		$211K Buy
+8,586
New +$219K 0.05% 83
2015
Q2 		– Sell
-8,141
Closed -$201K – 98
2015
Q1 		$201K Sell
8,141
-1,003
-11% -$25.5K 0.04% 103
2014
Q4 		$243K Sell
9,144
-1,496
-14% -$38.8K 0.05% 95
2014
Q3 		$283K Buy
10,640
+265
+3% +$7.05K 0.06% 91
2014
Q2 		$277K Sell
10,375
-544
-5% -$14.6K 0.05% 90
2014
Q1 		$289K Sell
10,919
-265
-2% -$6.65K 0.06% 83
2013
Q4 		$297K Sell
11,184
-2,522
-18% -$66.4K 0.05% 91
2013
Q3 		$350K Hold
13,706
– – 0.06% 104
2013
Q2 		$366K Buy
+13,706
New +$381K 0.06% 105

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

Evergreen Capital Management's T Position: Q1 2026 in Review

Evergreen Capital Management increased its AT&T (T) stake by 7.2% in Q1 2026, buying an estimated $267K and bringing the position to 149,496 shares worth $4.33M. The position accounts for 0.09% of the portfolio, ranked #212.

Evergreen Capital Management first reported a position in T in Q2 2013 and has held it in 51 quarters since. The position peaked at $4.84M in Q3 2017. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Evergreen Capital Management held 149,496 shares of AT&T worth $4.33M as of Q1 2026.
  • Evergreen Capital Management bought 9,991 AT&T shares in Q1 2026, an estimated $267K.
  • AT&T made up 0.09% of Evergreen Capital Management's portfolio in Q1 2026, its #212 holding.
  • Evergreen Capital Management first reported a position in AT&T in Q2 2013 and has held it in 51 quarters since.
  • Evergreen Capital Management's AT&T position peaked at $4.84M in Q3 2017.
  • 2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.