Waterloo Capital’s AT&T T Stock Holding History

Waterloo Capital’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	$1.73M	Buy	59,785 +58	+0.1%	+$1.55K	0.12%	156
2025 Q4	$1.48M	Sell	59,727 -2,878	-5%	-$72.9K	0.11%	166
2025 Q3	$1.77M	Buy	62,605 +1,142	+2%	+$32.4K	0.13%	152
2025 Q2	$1.78M	Buy	61,463 +4,056	+7%	+$112K	0.14%	141
2025 Q1	$1.62M	Buy	57,407 +2,322	+4%	+$58.4K	0.15%	144
2024 Q4	$1.25M	Buy	55,085 +4,160	+8%	+$93.6K	0.13%	150
2024 Q3	$1.12M	Buy	50,925 +27,865	+121%	+$554K	0.12%	152
2024 Q2	$441K	Buy	+23,060	New	+$401K	0.05%	235
2024 Q1	–	Sell	-10,346	Closed	-$174K	–	397
2023 Q4	$174K	Buy	+10,346	New	+$163K	0.03%	361

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

Waterloo Capital's T Position: Q1 2026 in Review

Waterloo Capital increased its AT&T (T) stake by 0.1% in Q1 2026, buying an estimated $1.55K and bringing the position to 59,785 shares worth $1.73M. The position accounts for 0.12% of the portfolio, ranked #156.

Waterloo Capital first reported a position in T in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.78M in Q2 2025. 2,963 funds tracked by Wall St. Rank hold T as of Q1 2026.

Waterloo Capital held 59,785 shares of AT&T worth $1.73M as of Q1 2026.
Waterloo Capital bought 58 AT&T shares in Q1 2026, an estimated $1.55K.
AT&T made up 0.12% of Waterloo Capital's portfolio in Q1 2026, its #156 holding.
Waterloo Capital first reported a position in AT&T in Q4 2023 and has held it in 9 quarters since.
Waterloo Capital's AT&T position peaked at $1.78M in Q2 2025.
2,963 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.