LETKO, BROSSEAU & ASSOCIATES INC T AT&T INC

Ownership history in LETKO, BROSSEAU & ASSOCIATES INC  ·  81 quarters on record

AI Ownership Summary

LETKO, BROSSEAU & ASSOCIATES INC reported AT&T INC (T) in 81 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.54% in 2025 Q1. The latest visible filing shows T at 1.68% 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 LETKO, BROSSEAU & ASSOCIATES 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
2025 Q4

T was reported at 1.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.54% in 2025 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 2025 Q4

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 LETKO, BROSSEAU & ASSOCIATES INC 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 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 4,130,100 +26,625 +0.6% 1.68% $102.6M 2026-02-14 (Est.) $28.39
2025 Q3 REDUCED 4,103,475 -67,650 -1.6% 1.99% $115.9M 2025-11-12 $25.09
2025 Q2 REDUCED 4,171,125 -53,975 -1.3% 2.31% $120.7M 2025-08-08 $27.17
2025 Q1 REDUCED 7.0% +3.4% 4,225,100 -318,325 -7.0% 2.54% $119.5M 2025-05-08 $26.32
2024 Q4 REDUCED 4,543,425 -10,400 -0.2% 2.00% $103.5M 2025-02-14 $24.53
2024 Q3 ADDED 4,553,825 +146,915 +3.3% 1.82% $100.2M 2024-11-07 $20.63
2024 Q2 ADDED 4,406,910 +81,525 +1.9% 1.60% $84.2M 2024-08-06 $17.74
2024 Q1 ADDED 4,325,385 +878,655 +25.5% 1.32% $76.1M 2024-05-08 $15.58
2023 Q4 REDUCED 20.7% +6.0% 3,446,730 -899,852 -20.7% 1.05% $57.8M 2024-02-12 $15.25
72 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LETKO, BROSSEAU & ASSOCIATES INC and T

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

How long has LETKO, BROSSEAU & ASSOCIATES INC reported owning T?

LETKO, BROSSEAU & ASSOCIATES INC reported T across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported T position in LETKO, BROSSEAU & ASSOCIATES INC's portfolio?

The largest reported portfolio weight for T was 2.54% in 2025 Q1.

What is the latest reported T position on this page?

The most recent filing on this page is 2025 Q4, when LETKO, BROSSEAU & ASSOCIATES INC reported 4,130,100 shares, equal to 1.68% of portfolio, with an estimated market value of $102.6M.

What does the chart on this T ownership page compare?

The chart compares LETKO, BROSSEAU & ASSOCIATES INC'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 LETKO, BROSSEAU & ASSOCIATES INC time their T position?

Based on 13F filing dates vs. subsequent T price moves, LETKO, BROSSEAU & ASSOCIATES INC correctly timed 38 out of 80 reported position changes (48%). The annualised alpha on T relative to SPY over the holding period was -1.6%.

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