T — AT&T INC

Ownership history in Challenger Wealth Management  ·  3 quarters on record

This page tracks every 13F SEC filing in which Challenger Wealth Management 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
0.18% (2025 Q1)
Avg. % of fund
0.17%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 8,000 -30 -0.4% 0.18% $226K $27.62
2025 Q2 REDUCED 8,030 -223 -2.7% 0.16% $232K $28.02
2025 Q1 INITIATED 8,253 — — 0.18% $233K $27.09
% of Fund (quarterly)    T price (monthly, adj. close)

Other funds also holding T

As of 2025 Q4 — 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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