Mount Lucas Management’s AT&T T Stock Holding History

Mount Lucas 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	$3.37M	Buy	116,088 +40,146	+53%	+$1.07M	1.24%	13
2025 Q4	$1.89M	Buy	75,942 +81	+0.1%	+$2.05K	0.75%	37
2025 Q3	$2.14M	Buy	75,861 +1,464	+2%	+$41.6K	0.88%	26
2025 Q2	$2.15M	Buy	+74,397	New	+$2.05M	0.92%	22
2019 Q4	–	Sell	-13,956	Closed	-$399K	–	107
2019 Q3	$399K	Sell	13,956 -407,166	-97%	-$10.8M	0.07%	86
2019 Q2	$10.7M	Sell	421,122 -5,905	-1%	-$142K	1.8%	10
2019 Q1	$10.1M	Buy	427,027 +5,898	+1%	+$136K	1.67%	12
2018 Q4	$9.08M	Buy	421,129 +12,543	+3%	+$292K	1.15%	15
2018 Q3	$10.4M	Buy	+408,586	New	+$10M	1.52%	18
2017 Q1	–	Sell	-426,401	Closed	-$13.7M	–	163
2016 Q4	$13.7M	Sell	426,401 -75,052	-15%	-$2.21M	2.6%	5
2016 Q3	$15.4M	Sell	501,453 -10,812	-2%	-$342K	2.74%	4
2016 Q2	$16.7M	Sell	512,265 -1,627	-0.3%	-$48.4K	2.84%	6
2016 Q1	$15.2M	Buy	+513,892	New	+$14.2M	2.64%	9

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

Mount Lucas Management's T Position: Q1 2026 in Review

Mount Lucas Management increased its AT&T (T) stake by 53% in Q1 2026, buying an estimated $1.07M and bringing the position to 116,088 shares worth $3.37M. The position accounts for 1.24% of the portfolio, ranked #13.

Mount Lucas Management first reported a position in T in Q1 2016 and has held it in 13 quarters since. The position peaked at $16.7M in Q2 2016. 2,965 funds tracked by Wall St. Rank hold T as of Q1 2026.

Mount Lucas Management held 116,088 shares of AT&T worth $3.37M as of Q1 2026.
Mount Lucas Management bought 40,146 AT&T shares in Q1 2026, an estimated $1.07M.
AT&T made up 1.24% of Mount Lucas Management's portfolio in Q1 2026, its #13 holding.
Mount Lucas Management first reported a position in AT&T in Q1 2016 and has held it in 13 quarters since.
Mount Lucas Management's AT&T position peaked at $16.7M in Q2 2016.
2,965 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Mount Lucas Management's 13F filing for Q1 2026, filed 5 May 2026.