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

Osterweis 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 		– Sell
-6,234
Closed -$155K – 277
2025
Q4 		$155K Hold
6,234
– – 0.01% 152
2025
Q3 		$176K Hold
6,234
– – 0.01% 140
2025
Q2 		$180K Buy
6,234
+6,094
+4,353% +$168K 0.01% 145
2025
Q1 		$3.96K Buy
+140
New +$3.52K ﹤0.01% 177
2013
Q3 		– Sell
-1,589
Closed -$42K – 114
2013
Q2 		$42K Buy
+1,589
New +$44.1K ﹤0.01% 114

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Osterweis Capital Management sold out of AT&T (T) in Q1 2026, closing a stake of 6,234 shares — an estimated $155K sold.

Osterweis Capital Management first reported a position in T in Q2 2013 and held it in 5 quarters. The position peaked at $180K in Q2 2025. 2,982 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Osterweis Capital Management reported no remaining AT&T position as of Q1 2026 after selling out during the quarter.
  • Osterweis Capital Management sold 6,234 AT&T shares in Q1 2026, an estimated $155K.
  • Osterweis Capital Management first reported a position in AT&T in Q2 2013 and held it in 5 quarters.
  • Osterweis Capital Management's AT&T position peaked at $180K in Q2 2025.
  • 2,982 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Osterweis Capital Management's 13F filing for Q1 2026, filed 15 May 2026.