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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Jacobsen Capital Management increased its AT&T (T) stake by 3% in Q1 2026, buying an estimated $11.6K and bringing the position to 14,839 shares worth $430K. The position accounts for 0.15% of the portfolio, ranked #64.

Jacobsen Capital Management first reported a position in T in Q3 2023 and has held it in 11 quarters since. The position peaked at $472K in Q2 2025. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

Jacobsen Capital Management held 14,839 shares of AT&T worth $430K as of Q1 2026.
Jacobsen Capital Management bought 435 AT&T shares in Q1 2026, an estimated $11.6K.
AT&T made up 0.15% of Jacobsen Capital Management's portfolio in Q1 2026, its #64 holding.
Jacobsen Capital Management first reported a position in AT&T in Q3 2023 and has held it in 11 quarters since.
Jacobsen Capital Management's AT&T position peaked at $472K in Q2 2025.
2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Jacobsen Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.