Aull & Monroe Investment Management Corp T AT&T INC COM

Ownership history in Aull & Monroe Investment Management Corp  ·  79 quarters on record

AI Ownership Summary

Aull & Monroe Investment Management Corp reported AT&T INC COM (T) in 79 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.62% in 2025 Q2. The latest visible filing shows T at 0.89% 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 Aull & Monroe Investment Management Corp'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 Q2

T was reported at 0.89% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.62% 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 Q1 to 2026 Q2

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 Aull & Monroe Investment Management Corp 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 Q2 REDUCED 102,647 -533 -0.5% 0.89% $2.1M 2026-07-20 $21.95
2026 Q1 ADDED 103,180 +1,006 +1.0% 1.39% $3.0M 2026-04-21 $25.54
2025 Q4 REDUCED 102,174 -1,443 -1.4% 1.27% $2.5M 2026-01-09 $23.16
2025 Q3 REDUCED 103,617 -856 -0.8% 1.49% $2.9M 2025-11-13 $24.86
2025 Q2 REDUCED 8.6% -2.0% 104,473 -9,850 -8.6% 1.62% $3.0M 2025-07-29 $26.18
2025 Q1 REDUCED 114,323 -119 -0.1% 1.61% $3.2M 2025-05-14 $25.00
2024 Q4 REDUCED 114,442 -4,768 -4.0% 1.33% $2.6M 2025-02-07 $22.96
2024 Q3 REDUCED 119,210 -2,027 -1.7% 1.22% $2.6M 2024-11-01 $20.44
2024 Q2 REDUCED 121,237 -3,224 -2.6% 1.13% $2.3M 2024-07-22 $16.92
2024 Q1 REDUCED 124,461 -808 -0.6% 1.00% $2.2M 2024-05-07 $15.35
69 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Aull & Monroe Investment Management Corp and T

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

How long has Aull & Monroe Investment Management Corp reported owning T?

Aull & Monroe Investment Management Corp reported T across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported T position in Aull & Monroe Investment Management Corp's portfolio?

The largest reported portfolio weight for T was 1.62% in 2025 Q2.

What is the latest reported T position on this page?

The most recent filing on this page is 2026 Q2, when Aull & Monroe Investment Management Corp reported 102,647 shares, equal to 0.89% of portfolio, with an estimated market value of $2.1M.

What does the chart on this T ownership page compare?

The chart compares Aull & Monroe Investment Management Corp'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 Aull & Monroe Investment Management Corp time their T position?

Based on 13F filing dates vs. subsequent T price moves, Aull & Monroe Investment Management Corp correctly timed 33 out of 78 reported position changes (42%). The annualised alpha on T relative to SPY over the holding period was -4.3%.

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