Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$39.8K Sell
1,924
-146
-7% -$3.62K 0.01% 102
2026
Q1
$60K Sell
2,070
-3,799
-65% -$101K 0.02% 69
2025
Q4
$146K Hold
5,869
0.06% 49
2025
Q3
$166K Sell
5,869
-5,615
-49% -$159K 0.07% 43
2025
Q2
$332K Buy
11,484
+300
+3% +$8.27K 0.14% 33
2025
Q1
$316K Hold
11,184
0.15% 30
2024
Q4
$255K Sell
11,184
-525
-4% -$11.8K 0.12% 33
2024
Q3
$258K Sell
11,709
-1,288
-10% -$25.6K 0.13% 32
2024
Q2
$248K Hold
12,997
0.14% 33
2024
Q1
$229K Buy
12,997
+926
+8% +$15.8K 0.13% 34
2023
Q4
$203K Buy
12,071
+362
+3% +$5.71K 0.13% 30
2023
Q3
$176K Buy
+11,709
New +$172K 0.14% 30
2023
Q1
$405K Buy
+21,037
New +$402K 0.39% 22

Other funds holding T

Swan Capital's T Position: Q2 2026 in Review

Swan Capital reduced its AT&T (T) stake by 7.1% in Q2 2026, selling an estimated $3.62K and leaving 1,924 shares worth $39.8K. The position accounts for 0.01% of the portfolio, ranked #102.

Swan Capital first reported a position in T in Q1 2023 and has held it in 13 quarters since. The position peaked at $405K in Q1 2023. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Swan Capital held 1,924 shares of AT&T worth $39.8K as of Q2 2026.
  • Swan Capital sold 146 AT&T shares in Q2 2026, an estimated $3.62K.
  • AT&T made up 0.01% of Swan Capital's portfolio in Q2 2026, its #102 holding.
  • Swan Capital first reported a position in AT&T in Q1 2023 and has held it in 13 quarters since.
  • Swan Capital's AT&T position peaked at $405K in Q1 2023.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.