SEC 13F Intelligence

Capwealth Advisors, LLC / T

Capwealth Advisors, LLC’s At&T Inc Position

Does Capwealth Advisors, LLC own At&T Inc (T)? Yes — 1.08M shares worth $31M (+2.33% of its 13F portfolio) as of Q1 2026, up from 557.4K shares the prior filed quarter.

Position Value
$31M
Q1 2026
Shares
1.08M
% of Portfolio
+2.33%
Quarters Held
25
currently held

Position History T

Reported value by quarter
Q4 ’18: $302,000Q4 ’18Q1 ’19: $324,000Q3 ’20: $27MQ4 ’20: $18MQ1 ’21: $18MQ1 ’21Q2 ’21: $19MQ3 ’21: $17MQ4 ’21: $16MQ1 ’22: $16MQ1 ’22Q2 ’22: $15MQ3 ’22: $11MQ4 ’22: $186,383Q1 ’23: $196,523Q1 ’23Q2 ’23: $305,730Q3 ’23: $320,602Q4 ’23: $314,424Q1 ’24: $300,907Q1 ’24Q2 ’24: $322,634Q3 ’24: $360,646Q4 ’24: $336,859Q1 ’25: $434,353Q1 ’25Q2 ’25: $448,570Q3 ’25: $29MQ4 ’25: $14MQ1 ’26: $31MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.08M$31M+2.33%
Q4 2025557.4K$14M+0.95%
Q3 20251.04M$29M+1.14%
Q2 202515.5K$448,570+0.04%
Q1 202515.4K$434,353+0.05%
Q4 202414.8K$336,859+0.04%
Q3 202416.4K$360,646+0.04%
Q2 202416.9K$322,634+0.04%
Q1 202417.1K$300,907+0.03%
Q4 202318.7K$314,424+0.04%
Q3 202321.3K$320,602+0.04%
Q2 202319.2K$305,730+0.04%
Q1 202310.2K$196,523+0.02%
Q4 202210.1K$186,383+0.02%
Q3 2022705.7K$11M+1.43%
Q2 2022693.7K$15M+1.75%
Q1 2022675.4K$16M+1.63%
Q4 2021666.0K$16M+1.67%
Q3 2021647.8K$17M+1.92%
Q2 2021645.3K$19M+2.02%
Q1 2021601.3K$18M+2.07%
Q4 2020626.1K$18M+2.15%
Q3 2020961.2K$27M+3.66%
Q1 201910.3K$324,000+0.05%
Q4 201810.6K$302,000+0.05%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capwealth Advisors, LLC’s full portfolio or all institutional holders of T.