Buska Wealth Management, LLC T — AT&T INC

Ownership history in Buska Wealth Management, LLC  ·  8 quarters on record

AI Ownership Summary

Buska Wealth Management, LLC reported AT&T INC (T) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.19% in 2026 Q1. The latest visible filing shows T at 0.19% 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 T ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Buska Wealth Management, LLC'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 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% 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 Q2 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.

T stock page Buska Wealth Management, LLC fund profile Buska Wealth Management, LLC full holdings
How Buska Wealth Management, 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 16,355 +5,440 +49.8% 0.19% $474K 2026-04-13 $25.61
2025 Q4 REDUCED 19.8% +18.1% ❌ 10,915 -2,698 -19.8% 0.10% $271K 2026-01-22 $23.34
2025 Q3 ADDED — — — 13,613 +80 +0.6% 0.12% $384K 2025-11-12 $25.09
2025 Q2 ADDED — — — 13,533 +33 +0.2% 0.11% $392K 2025-07-14 $26.28
2025 Q1 ADDED — — — 13,500 +109 +0.8% 0.12% $382K 2025-04-09 $25.10
2024 Q4 ADDED — — — 13,391 +412 +3.2% 0.10% $305K 2025-03-04 $24.86
2024 Q3 ADDED — — — 12,979 +3 +0.0% 0.10% $286K 2024-10-01 $20.46
2024 Q2 INITIATED — — — 12,976 — — 0.10% $248K 2024-07-01 $17.29

🏢 Other funds also holding T

As of 2026 Q1 — sorted by position size

MEDIATEL PARTNERS 3Y 7Y 81.36% Trium Capital LLP 3Y 25.34% Drexel Morgan & Co. 3Y 7Y 18.38% BOOTHBAY FUND MANAGEMENT, LLC 3Y 7Y 17.81% Newport Trust Company, LLC 3Y 7Y 12.77% IVY LANE CAPITAL MANAGEMENT, LLC 3Y 12.27% THORNBURG INVESTMENT MANAGEMENT INC 3Y 7Y 9.34% Hall Kathryn A. 3Y 7Y 8.24% Varenne Capital Partners 3Y 5.87% DigitalBridge Group, Inc. 3Y 5.45%

FAQ About Buska Wealth Management, 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 Buska Wealth Management, LLC reported owning T?

Buska Wealth Management, LLC reported T across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported T position in Buska Wealth Management, LLC's portfolio?

The largest reported portfolio weight for T was 0.19% in 2026 Q1.

What is the latest reported T position on this page?

The most recent filing on this page is 2026 Q1, when Buska Wealth Management, LLC reported 16,355 shares, equal to 0.19% of portfolio, with an estimated market value of $474K.

What does the chart on this T ownership page compare?

The chart compares Buska Wealth Management, 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 Buska Wealth Management, LLC time their T position?

Based on 13F filing dates vs. subsequent T price moves, Buska Wealth Management, LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on T relative to SPY over the holding period was +38.4%.

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