Shepherd Kaplan Krochuk’s AT&T T Stock Holding History

Shepherd Kaplan Krochuk’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	-10,714	Closed	-$266K	–	64
2025 Q4	$266K	Hold	10,714	–	–	0.22%	61
2025 Q3	$303K	Hold	10,714	–	–	0.25%	57
2025 Q2	$310K	Sell	10,714 -3,362	-24%	-$92.7K	0.27%	53
2025 Q1	$398K	Hold	14,076	–	–	0.34%	53
2024 Q4	$321K	Hold	14,076	–	–	0.27%	46
2024 Q3	$310K	Hold	14,076	–	–	0.23%	52
2024 Q2	$269K	Hold	14,076	–	–	0.21%	54
2024 Q1	$248K	Hold	14,076	–	–	0.2%	50
2023 Q4	$236K	Hold	14,076	–	–	0.19%	51
2023 Q3	$211K	Hold	14,076	–	–	0.18%	50
2023 Q2	$225K	Hold	14,076	–	–	0.18%	50
2023 Q1	$271K	Hold	14,076	–	–	0.24%	51
2022 Q4	$259K	Hold	14,076	–	–	0.15%	63
2022 Q3	$216K	Hold	14,076	–	–	0.11%	116
2022 Q2	$295K	Sell	14,076 -4,561	-24%	-$91K	0.13%	126
2022 Q1	$333K	Hold	18,637	–	–	0.13%	125
2021 Q4	$346K	Hold	18,637	–	–	0.12%	122
2021 Q3	$380K	Hold	18,637	–	–	0.14%	112
2021 Q2	$405K	Hold	18,637	–	–	0.14%	107
2021 Q1	$426K	Hold	18,637	–	–	0.16%	98
2020 Q4	$405K	Hold	18,637	–	–	0.15%	107
2020 Q3	$401K	Hold	18,637	–	–	0.17%	98
2020 Q2	$426K	Buy	+18,637	New	+$424K	0.19%	93
2016 Q3	–	Sell	-14,004	Closed	-$457K	–	402
2016 Q2	$457K	Hold	14,004	–	–	0.11%	122
2016 Q1	$414K	Hold	14,004	–	–	0.13%	114
2015 Q4	$364K	Buy	+14,004	New	+$355K	0.1%	156

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

Shepherd Kaplan Krochuk's T Position: Q1 2026 in Review

Shepherd Kaplan Krochuk sold out of AT&T (T) in Q1 2026, closing a stake of 10,714 shares — an estimated $266K sold.

Shepherd Kaplan Krochuk first reported a position in T in Q4 2015 and held it in 26 quarters. The position peaked at $457K in Q2 2016. 2,964 funds tracked by Wall St. Rank hold T as of Q1 2026.

Shepherd Kaplan Krochuk reported no remaining AT&T position as of Q1 2026 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 10,714 AT&T shares in Q1 2026, an estimated $266K.
Shepherd Kaplan Krochuk first reported a position in AT&T in Q4 2015 and held it in 26 quarters.
Shepherd Kaplan Krochuk's AT&T position peaked at $457K in Q2 2016.
2,964 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2026, filed 15 May 2026.