Ivy Lane Capital Management’s AT&T T Stock Holding History

Ivy Lane 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 Q2	–	Sell	-280,000	Closed	-$8.12M	–	19
2026 Q1	$8.12M	Sell	280,000 -95,000	-25%	-$2.54M	12.27%	3
2025 Q4	$9.31M	Hold	375,000	–	–	11.78%	4
2025 Q3	$10.6M	Sell	375,000 -300,000	-44%	-$8.52M	11.84%	4
2025 Q2	$19.5M	Hold	675,000	–	–	10.76%	4
2025 Q1	$19.1M	Hold	675,000	–	–	11.5%	3
2024 Q4	$15.4M	Hold	675,000	–	–	8.3%	4
2024 Q3	$14.8M	Hold	675,000	–	–	8.39%	5
2024 Q2	$12.9M	Hold	675,000	–	–	7.49%	5
2024 Q1	$11.9M	Buy	675,000 +160,000	+31%	+$2.73M	7.27%	7
2023 Q4	$8.64M	Buy	+515,000	New	+$8.13M	5.5%	8

Other funds holding T

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Norges Bank Oslo, Norway $1T AUM

Ivy Lane Capital Management's T Position: Q2 2026 in Review

Ivy Lane Capital Management sold out of AT&T (T) in Q2 2026, closing a stake of 280,000 shares — an estimated $8.12M sold.

Ivy Lane Capital Management first reported a position in T in Q4 2023 and held it in 10 quarters. The position peaked at $19.5M in Q2 2025. 2,696 funds tracked by Wall St. Rank hold T as of Q2 2026.

Ivy Lane Capital Management reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
Ivy Lane Capital Management sold 280,000 AT&T shares in Q2 2026, an estimated $8.12M.
Ivy Lane Capital Management first reported a position in AT&T in Q4 2023 and held it in 10 quarters.
Ivy Lane Capital Management's AT&T position peaked at $19.5M in Q2 2025.
2,696 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Ivy Lane Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.