T β€” AT&T INC

Ownership history in ASPIRIANT, LLC  Β·  40 quarters on record

This page tracks every 13F SEC filing in which ASPIRIANT, LLC reported a position in AT&T INC (T). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.21% (2017 Q1)
πŸ“Š Avg. % of fund
0.06%
πŸ“… First filed
2013 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
40

Position Intelligence

ASPIRIANT, LLC Γ— T AI Analytics

πŸ“ˆ ASPIRIANT, LLC outperformed the S&P 500 by +3.0% annually on this T position. Timing score: 56% (22/39 decisions correct). Average cost basis: $14.10. Maximum drawdown during holding period: –34.1%.

πŸ“ˆ Position Alpha vs SPY
+3.0%
annualised excess return

βœ… Outperformed SPY on this position by 3.0% ann.
9 quarters analyzed

⏱️ Timing Score
56%

βœ… Decent timing β€” more right than wrong on entries and exits.
22 of 39 add/trim decisions correct

πŸ’° Entry Quality
$14.10
+95.9% vs current ($27.62)

Best entry: $11.16 (2013 Q4)  Β·  Worst: $28.02 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–34.1%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
48%
buy-side decisions

19 adds Β· 21 trims. Bought during 10 of 17 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.01% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    T price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 7,687 -1,269 -14.2% 0.01% $217K $27.62
2025 Q2 ADDED 8,956 +745 +9.1% 0.01% $259K $28.02
2025 Q1 REDUCED 8,211 -1,347 -14.1% 0.01% $232K $27.09
2024 Q3 REDUCED 9,558 -485 -4.8% 0.01% $210K $20.55
2024 Q2 REDUCED 10,043 -5,621 -35.9% 0.01% $192K $17.59
2024 Q1 REDUCED 15,664 -923 -5.6% 0.01% $276K $15.94
2023 Q4 REDUCED 16,587 -1,521 -8.4% 0.01% $278K $14.95
2023 Q3 ADDED 18,108 +1,379 +8.2% 0.01% $272K $13.13
2023 Q2 ADDED 16,729 +44 +0.3% 0.01% $267K $13.70
2023 Q1 ADDED 16,685 +685 +4.3% 0.02% $321K $16.30
30 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding T

As of 2025 Q4 β€” sorted by position size

MEDIATEL PARTNERS 3Y 7Y 78.08% Drexel Morgan & Co. 3Y 7Y 16.81% IVY LANE CAPITAL MANAGEMENT, LLC 3Y 11.78% Newport Trust Company, LLC 3Y 7Y 10.9% THORNBURG INVESTMENT MANAGEMENT INC 3Y 7Y 9.1% Hall Kathryn A. 3Y 7Y 8.24% Maytus Capital Management, LLC 3Y 7Y 5.17% Bruce & Co., Inc. 3Y 7Y 4.03% DigitalBridge Group, Inc. 3Y 3.73% Tiptree Advisors, LLC 3Y 7Y 3.65%
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