Brown Shipley& Co Ltd T AT&T INC

Ownership history in Brown Shipley& Co Ltd  ·  8 quarters on record

AI Ownership Summary

Brown Shipley& Co Ltd reported AT&T INC (T) in 8 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.62% in 2026 Q1. The latest visible filing shows T at 1.62% 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 Brown Shipley& Co Ltd'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 Q1

T was reported at 1.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.62% 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 Brown Shipley& Co Ltd 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 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 93,319 +90,215 +2906.4% 1.62% $2.7M 2026-05-06 $25.57
2025 Q4 ADDED 3,104 +1,184 +61.7% 0.04% $77K 2026-01-21 $23.26
2024 Q2 REDUCED 8.1% +16.9% 1,920 -169 -8.1% 0.02% $37K 2024-08-19 $18.02
2024 Q1 REDUCED 13.3% +9.6% 2,089 -321 -13.3% 0.01% $42K 2024-05-14 $15.76
2023 Q4 UNCHANGED 2,410 0% 0.02% $40K 2024-03-07 $15.28
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Brown Shipley& Co Ltd and T

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

How long has Brown Shipley& Co Ltd reported owning T?

Brown Shipley& Co Ltd reported T across 5 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported T position in Brown Shipley& Co Ltd's portfolio?

The largest reported portfolio weight for T was 1.62% in 2026 Q1.

What is the latest reported T position on this page?

The most recent filing on this page is 2026 Q1, when Brown Shipley& Co Ltd reported 93,319 shares, equal to 1.62% of portfolio, with an estimated market value of $2.7M.

What does the chart on this T ownership page compare?

The chart compares Brown Shipley& Co Ltd'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 Brown Shipley& Co Ltd time their T position?

Based on 13F filing dates vs. subsequent T price moves, Brown Shipley& Co Ltd correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on T relative to SPY over the holding period was +14.2%.

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