L.M. KOHN & COMPANY T — AT&T INC

Ownership history in L.M. KOHN & COMPANY  ·  14 quarters on record

AI Ownership Summary

L.M. KOHN & COMPANY reported AT&T INC (T) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.61% in 2025 Q3. The latest visible filing shows T at 0.61% 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 L.M. KOHN & COMPANY'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 Q3

T was reported at 0.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.61% in 2025 Q3

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 Q3

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 L.M. KOHN & COMPANY fund profile L.M. KOHN & COMPANY full holdings
How L.M. KOHN & COMPANY 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)
2025 Q3 REDUCED 13.5% -11.3% ✅ 18,061 -2,815 -13.5% 0.61% $510K 2025-11-14 (Est.) $25.03
2025 Q2 ADDED — — — 20,876 +1,013 +5.1% 0.16% $604K 2025-08-04 $26.79
2025 Q1 REDUCED 31.3% +3.4% ❌ 19,863 -9,070 -31.3% 0.15% $562K 2025-04-21 $25.23
2024 Q4 ADDED — — — 28,933 +240 +0.8% 0.17% $659K 2025-01-30 $22.77
2024 Q3 ADDED — — — 28,693 +9,278 +47.8% 0.16% $631K 2024-11-14 $20.83
2024 Q2 ADDED — — — 19,415 +1,806 +10.3% 0.10% $371K 2024-07-31 $17.79
2024 Q1 ADDED — — — 17,609 +1,077 +6.5% 0.09% $310K 2024-04-25 $15.10
2023 Q4 REDUCED — — — 16,532 -176 -1.1% 0.09% $277K 2024-02-09 $15.09
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding T

As of 2026 Q1 — sorted by position size

Trium Capital LLP 3Y 25.34% Drexel Morgan & Co. 3Y 7Y 18.38% IVY LANE CAPITAL MANAGEMENT, LLC 3Y 12.27% THORNBURG INVESTMENT MANAGEMENT INC 3Y 7Y 9.34% Windle Wealth, LLC 3Y 4.17% MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 3Y 7Y 3.76% GQG Partners LLC 3Y 7Y 3.74% Huber Capital Management LLC 3Y 7Y 3.63% Griffith & Werner, Inc. 3.51% Quintet Private Bank (Europe) S.A. 3.46%

FAQ About L.M. KOHN & COMPANY and T

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

How long has L.M. KOHN & COMPANY reported owning T?

L.M. KOHN & COMPANY reported T across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported T position in L.M. KOHN & COMPANY's portfolio?

The largest reported portfolio weight for T was 0.61% in 2025 Q3.

What is the latest reported T position on this page?

The most recent filing on this page is 2025 Q3, when L.M. KOHN & COMPANY reported 18,061 shares, equal to 0.61% of portfolio, with an estimated market value of $510K.

What does the chart on this T ownership page compare?

The chart compares L.M. KOHN & COMPANY'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 L.M. KOHN & COMPANY time their T position?

Based on 13F filing dates vs. subsequent T price moves, L.M. KOHN & COMPANY correctly timed 8 out of 13 reported position changes (62%). The annualised alpha on T relative to SPY over the holding period was -5.4%.

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