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Punch & Associates Investment Management’s AT&T T Stock Holding History

Punch & Associates Investment 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
-207,818
Closed -$5.16M – 174
2025
Q4 		$5.16M Sell
207,818
-760
-0.4% -$19.2K 0.3% 98
2025
Q3 		$5.89M Buy
208,578
+264
+0.1% +$7.5K 0.34% 96
2025
Q2 		$6.03M Sell
208,314
-101,103
-33% -$2.79M 0.37% 93
2025
Q1 		$8.75M Sell
309,417
-63,057
-17% -$1.59M 0.57% 75
2024
Q4 		$8.48M Sell
372,474
-22,091
-6% -$497K 0.46% 89
2024
Q3 		$8.68M Buy
394,565
+2,897
+0.7% +$57.6K 0.48% 93
2024
Q2 		$7.48M Buy
391,668
+13,794
+4% +$240K 0.44% 101
2024
Q1 		$6.65M Buy
377,874
+53,384
+16% +$912K 0.38% 111
2023
Q4 		$5.44M Sell
324,490
-119,176
-27% -$1.88M 0.32% 121
2023
Q3 		$6.66M Sell
443,666
-1,071
-0.2% -$15.7K 0.43% 97
2023
Q2 		$7.09M Buy
444,737
+6,373
+1% +$109K 0.43% 98
2023
Q1 		$8.44M Sell
438,364
-40,990
-9% -$783K 0.54% 81
2022
Q4 		$8.82M Sell
479,354
-2,198
-0.5% -$39.3K 0.57% 74
2022
Q3 		$7.39M Buy
481,552
+54,139
+13% +$985K 0.52% 81
2022
Q2 		$8.96M Sell
427,413
-66,610
-13% -$1.33M 0.63% 55
2022
Q1 		$8.82M Buy
494,023
+285,739
+137% +$5.29M 0.5% 85
2021
Q4 		$3.87M Sell
208,284
-213,233
-51% -$3.99M 0.2% 143
2021
Q3 		$8.6M Buy
421,517
+223,106
+112% +$4.69M 0.49% 87
2021
Q2 		$4.31M Buy
+198,411
New +$4.51M 0.24% 140
2020
Q4 		– Sell
-1,103
Closed -$24K – 244
2020
Q3 		$24K Hold
1,103
– – ﹤0.01% 230
2020
Q2 		$25K Sell
1,103
-4,672
-81% -$106K ﹤0.01% 224
2020
Q1 		$127K Sell
5,775
-1,457
-20% -$39.8K 0.02% 210
2019
Q4 		$213K Buy
+7,232
New +$209K 0.02% 210

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

Punch & Associates Investment Management's T Position: Q1 2026 in Review

Punch & Associates Investment Management sold out of AT&T (T) in Q1 2026, closing a stake of 207,818 shares — an estimated $5.16M sold.

Punch & Associates Investment Management first reported a position in T in Q4 2019 and held it in 23 quarters. The position peaked at $8.96M in Q2 2022. 2,982 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Punch & Associates Investment Management reported no remaining AT&T position as of Q1 2026 after selling out during the quarter.
  • Punch & Associates Investment Management sold 207,818 AT&T shares in Q1 2026, an estimated $5.16M.
  • Punch & Associates Investment Management first reported a position in AT&T in Q4 2019 and held it in 23 quarters.
  • Punch & Associates Investment Management's AT&T position peaked at $8.96M in Q2 2022.
  • 2,982 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Punch & Associates Investment Management's 13F filing for Q1 2026, filed 15 May 2026.