Allen Mooney & Barnes Investment Advisors LLC T — AT&T INC COM

Ownership history in Allen Mooney & Barnes Investment Advisors LLC  ·  13 quarters on record

AI Ownership Summary

Allen Mooney & Barnes Investment Advisors LLC reported AT&T INC COM (T) in 13 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 1.14% in 2025 Q2. The latest visible filing shows T at 0.81% 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 Allen Mooney & Barnes Investment Advisors LLC's position in AT&T INC 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 Q3

T was reported at 0.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.14% in 2025 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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 Allen Mooney & Barnes Investment Advisors LLC 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 Q3 ADDED — — — 224,300 +883 +0.4% 0.81% $5.5M 2026-10-08 $24.87
2026 Q2 REDUCED 17.3% +21.9% ❌ 223,417 -46,732 -17.3% 0.70% $4.6M 2026-07-13 $21.55
2026 Q1 ADDED — — — 270,149 +9,676 +3.7% 1.13% $7.8M 2026-04-13 $25.27
2025 Q4 ADDED — — — 260,473 +14,085 +5.7% 0.97% $6.5M 2026-01-21 $22.95
2025 Q3 ADDED — — — 246,388 +6,724 +2.8% 1.08% $7.0M 2025-10-15 $25.16
2025 Q2 ADDED — — — 239,664 +249 +0.1% 1.14% $6.9M 2025-07-08 $26.75
2025 Q1 REDUCED — — — 239,415 -7,194 -2.9% 1.10% $6.8M 2025-04-16 $25.55
2024 Q4 REDUCED — — — 246,609 -5,127 -2.0% 0.95% $5.6M 2025-01-14 $20.40
2024 Q3 REDUCED — — — 251,736 -7,364 -2.8% 0.94% $5.5M 2024-10-15 $19.87
2024 Q2 ADDED — — — 259,100 +44,508 +20.7% 0.89% $5.0M 2024-07-12 $17.16
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Allen Mooney & Barnes Investment Advisors LLC and T

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

How long has Allen Mooney & Barnes Investment Advisors LLC reported owning T?

Allen Mooney & Barnes Investment Advisors LLC reported T across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported T position in Allen Mooney & Barnes Investment Advisors LLC's portfolio?

The largest reported portfolio weight for T was 1.14% in 2025 Q2.

What is the latest reported T position on this page?

The most recent filing on this page is 2026 Q3, when Allen Mooney & Barnes Investment Advisors LLC reported 224,300 shares, equal to 0.81% of portfolio, with an estimated market value of $5.5M.

What does the chart on this T ownership page compare?

The chart compares Allen Mooney & Barnes Investment Advisors LLC'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 Allen Mooney & Barnes Investment Advisors LLC time their T position?

Based on 13F filing dates vs. subsequent T price moves, Allen Mooney & Barnes Investment Advisors LLC correctly timed 3 out of 12 reported position changes (25%). The annualised alpha on T relative to SPY over the holding period was -0.3%.

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