RIL
T icon

Rothschild Investment LLC’s AT&T T Stock Holding History

Rothschild Investment LLC’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 		$3.01M Buy
103,961
+2,419
+2% +$64.6K 0.16% 130
2025
Q4 		$2.52M Sell
101,542
-3,505
-3% -$88.7K 0.14% 137
2025
Q3 		$2.97M Buy
105,047
+21
+0% +$596 0.17% 122
2025
Q2 		$3.04M Buy
105,026
+14,386
+16% +$396K 0.19% 116
2025
Q1 		$2.56M Sell
90,640
-70
-0.1% -$1.76K 0.17% 122
2024
Q4 		$2.07M Sell
90,710
-2,008
-2% -$45.2K 0.14% 143
2024
Q3 		$2.04M Sell
92,718
-8,518
-8% -$169K 0.13% 145
2024
Q2 		$1.93M Buy
101,236
+6,094
+6% +$106K 0.13% 140
2024
Q1 		$1.67M Buy
95,142
+3,867
+4% +$66K 0.12% 147
2023
Q4 		$1.53M Sell
91,275
-17,378
-16% -$274K 0.13% 139
2023
Q3 		$1.63M Sell
108,653
-2,884
-3% -$42.3K 0.14% 145
2023
Q2 		$1.78M Sell
111,537
-504
-0.4% -$8.58K 0.15% 135
2023
Q1 		$2.16M Sell
112,041
-2,414
-2% -$46.1K 0.19% 124
2022
Q4 		$2.11M Buy
114,455
+1,391
+1% +$24.9K 0.19% 124
2022
Q3 		$1.73M Sell
113,064
-14,138
-11% -$257K 0.17% 133
2022
Q2 		$2.67M Sell
127,202
-33,059
-21% -$659K 0.25% 101
2022
Q1 		$2.86M Sell
160,261
-3,722
-2% -$68.9K 0.22% 111
2021
Q4 		$3.05M Sell
163,983
-44,844
-21% -$838K 0.24% 99
2021
Q3 		$4.26M Sell
208,827
-22,162
-10% -$466K 0.36% 79
2021
Q2 		$5.02M Sell
230,989
-27,673
-11% -$629K 0.4% 75
2021
Q1 		$5.91M Buy
258,662
+8,194
+3% +$181K 0.51% 64
2020
Q4 		$5.44M Sell
250,468
-296,891
-54% -$6.4M 0.52% 58
2020
Q3 		$11.8M Buy
547,359
+64,643
+13% +$1.44M 1.28% 12
2020
Q2 		$11M Buy
482,716
+9,026
+2% +$206K 1.33% 11
2020
Q1 		$10.4M Buy
473,690
+15,394
+3% +$421K 1.36% 12
2019
Q4 		$13.5M Sell
458,296
-25,108
-5% -$725K 1.34% 12
2019
Q3 		$13.8M Sell
483,404
-5,356
-1% -$142K 1.61% 8
2019
Q2 		$12.4M Sell
488,760
-31,764
-6% -$762K 1.46% 12
2019
Q1 		$12.3M Buy
520,524
+1,128
+0.2% +$25.9K 1.45% 14
2018
Q4 		$11.2M Buy
519,396
+13,776
+3% +$321K 1.5% 12
2018
Q3 		$12.8M Buy
505,620
+15,144
+3% +$371K 1.51% 10
2018
Q2 		$11.9M Buy
490,476
+40,632
+9% +$1.02M 1.5% 10
2018
Q1 		$12.1M Sell
449,844
-7,079
-2% -$197K 1.55% 7
2017
Q4 		$13.4M Buy
456,923
+121,981
+36% +$3.33M 1.46% 8
2017
Q3 		$9.91M Buy
334,942
+22,978
+7% +$652K 1.12% 22
2017
Q2 		$8.89M Sell
311,964
-850
-0.3% -$25.1K 1.01% 26
2017
Q1 		$9.82M Buy
312,814
+3,374
+1% +$106K 1.14% 20
2016
Q4 		$9.94M Buy
309,440
+2,659
+0.9% +$78.5K 1.2% 15
2016
Q3 		$9.41M Sell
306,781
-1,119
-0.4% -$35.4K 1.15% 19
2016
Q2 		$10M Buy
307,900
+1,438
+0.5% +$42.8K 1.28% 11
2016
Q1 		$9.07M Sell
306,462
-21,707
-7% -$601K 1.17% 16
2015
Q4 		$8.53M Sell
328,169
-4,446
-1% -$113K 1.09% 19
2015
Q3 		$8.19M Buy
332,615
+1,676
+0.5% +$42.7K 1.08% 17
2015
Q2 		$8.88M Sell
330,939
-1,866
-0.6% -$48.2K 1.03% 17
2015
Q1 		$8.21M Buy
332,805
+14,415
+5% +$366K 0.96% 19
2014
Q4 		$8.08M Buy
318,390
+5,656
+2% +$147K 0.97% 22
2014
Q3 		$8.32M Buy
312,734
+13,747
+5% +$366K 1.01% 18
2014
Q2 		$7.99M Buy
298,987
+45,690
+18% +$1.22M 1.02% 20
2014
Q1 		$6.71M Sell
253,297
-4,205
-2% -$106K 0.91% 24
2013
Q4 		$6.84M Buy
257,502
+2,758
+1% +$72.6K 0.93% 26
2013
Q3 		$6.51M Sell
254,744
-4,642
-2% -$122K 0.96% 24
2013
Q2 		$6.93M Buy
+259,386
New +$7.21M 1.13% 18

Other funds holding T

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rothschild Investment LLC's T Position: Q1 2026 in Review

Rothschild Investment LLC increased its AT&T (T) stake by 2.4% in Q1 2026, buying an estimated $64.6K and bringing the position to 103,961 shares worth $3.01M. The position accounts for 0.16% of the portfolio, ranked #130.

Rothschild Investment LLC first reported a position in T in Q2 2013 and has held it in 52 quarters since. The position peaked at $13.8M in Q3 2019. 2,965 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Rothschild Investment LLC held 103,961 shares of AT&T worth $3.01M as of Q1 2026.
  • Rothschild Investment LLC bought 2,419 AT&T shares in Q1 2026, an estimated $64.6K.
  • AT&T made up 0.16% of Rothschild Investment LLC's portfolio in Q1 2026, its #130 holding.
  • Rothschild Investment LLC first reported a position in AT&T in Q2 2013 and has held it in 52 quarters since.
  • Rothschild Investment LLC's AT&T position peaked at $13.8M in Q3 2019.
  • 2,965 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.