BAROMETER CAPITAL MANAGEMENT INC. SAP — AT&T Inc

Ownership history in BAROMETER CAPITAL MANAGEMENT INC.  ·  7 quarters on record

AI Ownership Summary

BAROMETER CAPITAL MANAGEMENT INC. reported AT&T Inc (SAP) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.18% in 2026 Q1. The latest visible filing shows SAP at 0.14% 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.

What this SAP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BAROMETER CAPITAL MANAGEMENT INC.'s position in AT&T Inc, 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

SAP was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% 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
2024 Q4 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.

SAP stock page BAROMETER CAPITAL MANAGEMENT INC. fund profile BAROMETER CAPITAL MANAGEMENT INC. full holdings
How BAROMETER CAPITAL MANAGEMENT INC. held SAP — position size vs. price
% of Fund (quarterly)    SAP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 3,250 +200 +6.6% 0.14% $501K 2026-08-12 $203.40
2026 Q1 REDUCED 98.3% -8.0% ✅ 3,050 -181,050 -98.3% 0.18% $513K 2026-05-12 $167.27
2025 Q4 ADDED — — — 184,100 +181,950 +8462.8% 0.12% $510K 2026-02-12 $200.26
2025 Q3 ADDED — — — 2,150 +450 +26.5% 0.13% $575K 2025-11-13 $247.56
2025 Q2 ADDED — — — 1,700 +600 +54.5% 0.14% $517K 2025-08-14 $274.14
2025 Q1 ADDED — — — 1,100 +265 +31.7% 0.11% $293K 2025-05-14 $283.53
2024 Q4 INITIATED — — — 835 — — 0.08% $206K 2025-02-13 $286.09

🏢 Other funds also holding SAP

As of 2026 Q2 — sorted by position size

Foresight Global Investors, Inc. 3Y 4.8% COERENTE CAPITAL MANAGEMENT 3Y 4.56% HARBER ASSET MANAGEMENT LLC 3Y 7Y 2.51% Bulltick Wealth Management, LLC 2.33% Ironvine Capital Partners, LLC 3Y 7Y 2.07% Henry James International Management Inc. 3Y 7Y 2.01% Rock Point Advisors, LLC 3Y 7Y 1.93% Burkett Asset Management Ltd 1.85% NIA IMPACT ADVISORS, LLC 3Y 1.69% CHIRON CAPITAL MANAGEMENT, LLC 3Y 1.26%

FAQ About BAROMETER CAPITAL MANAGEMENT INC. and SAP

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

How long has BAROMETER CAPITAL MANAGEMENT INC. reported owning SAP?

BAROMETER CAPITAL MANAGEMENT INC. reported SAP across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported SAP position in BAROMETER CAPITAL MANAGEMENT INC.'s portfolio?

The largest reported portfolio weight for SAP was 0.18% in 2026 Q1.

What is the latest reported SAP position on this page?

The most recent filing on this page is 2026 Q2, when BAROMETER CAPITAL MANAGEMENT INC. reported 3,250 shares, equal to 0.14% of portfolio, with an estimated market value of $501K.

What does the chart on this SAP ownership page compare?

The chart compares BAROMETER CAPITAL MANAGEMENT INC.'s quarterly SAP 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 BAROMETER CAPITAL MANAGEMENT INC. time their SAP position?

Based on 13F filing dates vs. subsequent SAP price moves, BAROMETER CAPITAL MANAGEMENT INC. correctly timed 0 out of 6 reported position changes (0%). The annualised alpha on SAP relative to SPY over the holding period was -32.9%.

← Back to BAROMETER CAPITAL MANAGEMENT INC. Holdings