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Jacobsen Capital Management’s AT&T T Stock Holding History

Jacobsen 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 		$323K Buy
15,610
+771
+5% +$19.1K 0.09% 85
2026
Q1 		$430K Buy
14,839
+435
+3% +$11.6K 0.15% 64
2025
Q4 		$358K Sell
14,404
-2,245
-13% -$56.8K 0.12% 70
2025
Q3 		$470K Buy
16,649
+355
+2% +$10.1K 0.16% 54
2025
Q2 		$472K Buy
16,294
+1,882
+13% +$51.9K 0.17% 56
2025
Q1 		$408K Buy
14,412
+223
+2% +$5.61K 0.18% 48
2024
Q4 		$323K Sell
14,189
-42
-0.3% -$945 0.14% 60
2024
Q3 		$313K Buy
14,231
+49
+0.3% +$975 0.13% 62
2024
Q2 		$271K Buy
14,182
+161
+1% +$2.8K 0.12% 71
2024
Q1 		$247K Buy
14,021
+154
+1% +$2.63K 0.11% 72
2023
Q4 		$233K Sell
13,867
-1,995
-13% -$31.5K 0.12% 73
2023
Q3 		$238K Buy
+15,862
New +$233K 0.13% 63

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Jacobsen Capital Management's T Position: Q2 2026 in Review

Jacobsen Capital Management increased its AT&T (T) stake by 5.2% in Q2 2026, buying an estimated $19.1K and bringing the position to 15,610 shares worth $323K. The position accounts for 0.09% of the portfolio, ranked #85.

Jacobsen Capital Management first reported a position in T in Q3 2023 and has held it in 12 quarters since. The position peaked at $472K in Q2 2025. 2,684 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Jacobsen Capital Management held 15,610 shares of AT&T worth $323K as of Q2 2026.
  • Jacobsen Capital Management bought 771 AT&T shares in Q2 2026, an estimated $19.1K.
  • AT&T made up 0.09% of Jacobsen Capital Management's portfolio in Q2 2026, its #85 holding.
  • Jacobsen Capital Management first reported a position in AT&T in Q3 2023 and has held it in 12 quarters since.
  • Jacobsen Capital Management's AT&T position peaked at $472K in Q2 2025.
  • 2,684 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.