SFM
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Stack Financial Management’s AT&T T Stock Holding History

Stack Financial 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 		$27.5M Buy
950,175
+4,602
+0.5% +$123K 2.02% 16
2025
Q4 		$23.5M Buy
+945,573
New +$23.9M 1.79% 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

Stack Financial Management's T Position: Q1 2026 in Review

Stack Financial Management increased its AT&T (T) stake by 0.49% in Q1 2026, buying an estimated $123K and bringing the position to 950,175 shares worth $27.5M. The position accounts for 2.02% of the portfolio, ranked #16.

Stack Financial Management first reported a position in T in Q4 2025 and has held it in 2 quarters since. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Stack Financial Management held 950,175 shares of AT&T worth $27.5M as of Q1 2026.
  • Stack Financial Management bought 4,602 AT&T shares in Q1 2026, an estimated $123K.
  • AT&T made up 2.02% of Stack Financial Management's portfolio in Q1 2026, its #16 holding.
  • Stack Financial Management first reported a position in AT&T in Q4 2025 and has held it in 2 quarters since.
  • 2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Stack Financial Management's 13F filing for Q1 2026, filed 4 May 2026.