ADELL HARRIMAN & CARPENTER INC T AT&T CORP Com

Ownership history in ADELL HARRIMAN & CARPENTER INC  ·  82 quarters on record

AI Ownership Summary

ADELL HARRIMAN & CARPENTER INC reported AT&T CORP Com (T) in 82 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.56% in 2026 Q1. The latest visible filing shows T at 0.56% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this T ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ADELL HARRIMAN & CARPENTER INC's position in AT&T CORP Com, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

T was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ADELL HARRIMAN & CARPENTER INC held T — position size vs. price
% of Fund (quarterly)    T price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 316,461 +44,395 +16.3% 0.56% $9.2M 2026-05-04 $26.10
2025 Q4 ADDED 272,066 +32,472 +13.6% 0.40% $6.8M 2026-02-06 $26.85
2025 Q3 ADDED 239,594 +64,955 +37.2% 0.41% $6.8M 2025-11-04 $23.91
2025 Q2 ADDED 174,639 +19,520 +12.6% 0.34% $5.1M 2025-08-04 $26.79
2025 Q1 ADDED 155,119 +6,005 +4.0% 0.33% $4.4M 2025-04-29 $26.16
2024 Q4 ADDED 149,114 +6,491 +4.6% 0.24% $3.4M 2025-01-30 $22.77
2024 Q3 ADDED 142,623 +20,950 +17.2% 0.23% $3.1M 2024-10-25 $20.44
2024 Q2 ADDED 121,673 +8,200 +7.2% 0.18% $2.3M 2024-08-01 $18.00
2024 Q1 ADDED 113,473 +1,621 +1.4% 0.16% $2.0M 2024-04-25 $15.10
2023 Q4 ADDED 111,852 +630 +0.6% 0.17% $1.9M 2024-02-05 $15.89
72 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ADELL HARRIMAN & CARPENTER INC and T

These are the practical questions this page is built to answer before you even open the full history table.

How long has ADELL HARRIMAN & CARPENTER INC reported owning T?

ADELL HARRIMAN & CARPENTER INC reported T across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported T position in ADELL HARRIMAN & CARPENTER INC's portfolio?

The largest reported portfolio weight for T was 0.56% in 2026 Q1.

What is the latest reported T position on this page?

The most recent filing on this page is 2026 Q1, when ADELL HARRIMAN & CARPENTER INC reported 316,461 shares, equal to 0.56% of portfolio, with an estimated market value of $9.2M.

What does the chart on this T ownership page compare?

The chart compares ADELL HARRIMAN & CARPENTER INC's quarterly T portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ADELL HARRIMAN & CARPENTER INC time their T position?

Based on 13F filing dates vs. subsequent T price moves, ADELL HARRIMAN & CARPENTER INC correctly timed 39 out of 80 reported position changes (49%). The annualised alpha on T relative to SPY over the holding period was -2.2%.

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