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 Q3	$240K	Buy	9,826 +19	+0.2%	+$458	0.05%	157
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%	+$9.3K	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

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Marathon Capital Management's T Position: Q3 2026 in Review

Marathon Capital Management increased its AT&T (T) stake by 0.19% in Q3 2026, buying an estimated $458 and bringing the position to 9,826 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #157.

Marathon Capital Management first reported a position in T in Q1 2016 and has held it in 16 quarters since. The position peaked at $398K in Q4 2019. 2,386 funds tracked by Wall St. Rank hold T as of Q3 2026.

Marathon Capital Management held 9,826 shares of AT&T worth $240K as of Q3 2026.
Marathon Capital Management bought 19 AT&T shares in Q3 2026, an estimated $458.
AT&T made up 0.05% of Marathon Capital Management's portfolio in Q3 2026, its #157 holding.
Marathon Capital Management first reported a position in AT&T in Q1 2016 and has held it in 16 quarters since.
Marathon Capital Management's AT&T position peaked at $398K in Q4 2019.
2,386 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Marathon Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.