Family Capital Trust’s AT&T T Stock Holding History

Family Capital Trust’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
2025 Q3	–	Sell	-7,800	Closed	-$226K	–	96
2025 Q2	$226K	Hold	7,800	–	–	0.08%	46
2025 Q1	$221K	Hold	7,800	–	–	0.08%	46
2024 Q4	$178K	Hold	7,800	–	–	0.06%	47
2024 Q3	$172K	Hold	7,800	–	–	0.06%	48
2024 Q2	$149K	Hold	7,800	–	–	0.05%	49
2024 Q1	$137K	Hold	7,800	–	–	0.05%	48
2023 Q4	$131K	Hold	7,800	–	–	0.04%	49
2023 Q3	$117K	Hold	7,800	–	–	0.04%	42
2023 Q2	$124K	Hold	7,800	–	–	0.04%	45
2023 Q1	$150K	Hold	7,800	–	–	0.06%	45
2022 Q4	$144K	Hold	7,800	–	–	0.06%	44
2022 Q3	$120K	Hold	7,800	–	–	0.05%	44
2022 Q2	$163K	Sell	7,800 -2,527	-24%	-$50.4K	0.06%	44
2022 Q1	$184K	Hold	10,327	–	–	0.06%	44
2021 Q4	$192K	Buy	10,327 +397	+4%	+$7.42K	0.05%	44
2021 Q3	$203K	Hold	9,930	–	–	0.06%	42
2021 Q2	$216K	Hold	9,930	–	–	0.06%	42
2021 Q1	$227K	Hold	9,930	–	–	0.07%	42
2020 Q4	$216K	Hold	9,930	–	–	0.07%	42
2020 Q3	$214K	Hold	9,930	–	–	0.07%	42
2020 Q2	$227K	Hold	9,930	–	–	0.08%	42
2020 Q1	$264K	Hold	9,930	–	–	0.1%	39
2019 Q4	$293K	Hold	9,930	–	–	0.11%	39
2019 Q3	$284K	Hold	9,930	–	–	0.12%	38
2019 Q2	$251K	Hold	9,930	–	–	0.1%	39
2019 Q1	$235K	Hold	9,930	–	–	0.1%	41
2018 Q4	$214K	Sell	9,930 -3,310	-25%	-$77.1K	0.1%	40
2018 Q3	$336K	Hold	13,240	–	–	0.14%	35
2018 Q2	$321K	Hold	13,240	–	–	0.14%	36
2018 Q1	$356K	Hold	13,240	–	–	0.16%	36
2017 Q4	$389K	Hold	13,240	–	–	0.18%	35
2017 Q3	$392K	Hold	13,240	–	–	0.2%	35
2017 Q2	$377K	Sell	13,240 -928	-7%	-$27.4K	0.19%	35
2017 Q1	$424K	Sell	14,168 -3,600	-20%	-$113K	0.22%	35
2016 Q4	$571K	Buy	17,768 +7,196	+68%	+$212K	0.33%	34
2016 Q3	$324K	Hold	10,572	–	–	0.18%	36
2016 Q2	$345K	Sell	10,572 -2,615	-20%	-$77.8K	0.2%	35
2016 Q1	$390K	Buy	13,187 +827	+7%	+$22.9K	0.23%	35
2015 Q4	$321K	Hold	12,360	–	–	0.18%	37
2015 Q3	$304K	Sell	12,360 -119	-1%	-$3.03K	0.18%	37
2015 Q2	$335K	Buy	+12,479	New	+$322K	0.19%	36

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Family Capital Trust's T Position: Q3 2025 in Review

Family Capital Trust sold out of AT&T (T) in Q3 2025, closing a stake of 7,800 shares — an estimated $226K sold.

Family Capital Trust first reported a position in T in Q2 2015 and held it in 41 quarters. The position peaked at $571K in Q4 2016. 2,868 funds tracked by Wall St. Rank hold T as of Q3 2025.

Family Capital Trust reported no remaining AT&T position as of Q3 2025 after selling out during the quarter.
Family Capital Trust sold 7,800 AT&T shares in Q3 2025, an estimated $226K.
Family Capital Trust first reported a position in AT&T in Q2 2015 and held it in 41 quarters.
Family Capital Trust's AT&T position peaked at $571K in Q4 2016.
2,868 funds tracked by Wall St. Rank held AT&T as of Q3 2025.

Based on Family Capital Trust's 13F filing for Q3 2025, filed 23 Oct 2025.