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

Marathon 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	$203K	Hold	9,807	–	–	0.04%	171
2026 Q1	$284K	Sell	9,807 -50	-0.5%	-$1.34K	0.06%	139
2025 Q4	$245K	Buy	+9,857	New	+$250K	0.05%	143
2021 Q3	–	Sell	-9,742	Closed	-$211K	–	233
2021 Q2	$211K	Sell	9,742 -764	-7%	-$17.4K	0.05%	183
2021 Q1	$240K	Sell	10,506 -1,732	-14%	-$38.3K	0.06%	160
2020 Q4	$265K	Hold	12,238	–	–	0.08%	117
2020 Q3	$263K	Buy	12,238 +920	+8%	+$20.6K	0.1%	107
2020 Q2	$258K	Sell	11,318 -2,199	-16%	-$50.1K	0.1%	104
2020 Q1	$297K	Hold	13,517	–	–	0.14%	85
2019 Q4	$398K	Buy	+13,517	New	+$390K	0.14%	90
2017 Q2	–	Sell	-6,604	Closed	-$207K	–	93
2017 Q1	$207K	Sell	6,604 -1,380	-17%	-$43.4K	0.1%	70
2016 Q4	$256K	Buy	7,984 +315	+4%	+$9.29K	0.12%	62
2016 Q3	$235K	Buy	7,669 +795	+12%	+$25.1K	0.12%	67
2016 Q2	$224K	Hold	6,874	–	–	0.12%	62
2016 Q1	$203K	Buy	+6,874	New	+$190K	0.11%	72

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 $3.37T 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

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

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

Marathon Capital Management held its AT&T (T) position steady in Q2 2026 at 9,807 shares worth $203K. The position accounts for 0.04% of the portfolio, ranked #171.

Marathon Capital Management first reported a position in T in Q1 2016 and has held it in 15 quarters since. The position peaked at $398K in Q4 2019. 2,684 funds tracked by Wall St. Rank hold T as of Q2 2026.

Marathon Capital Management held 9,807 shares of AT&T worth $203K as of Q2 2026.
Marathon Capital Management left its AT&T share count unchanged in Q2 2026.
AT&T made up 0.04% of Marathon Capital Management's portfolio in Q2 2026, its #171 holding.
Marathon Capital Management first reported a position in AT&T in Q1 2016 and has held it in 15 quarters since.
Marathon Capital Management's AT&T position peaked at $398K in Q4 2019.
2,684 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Marathon Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.