LUTS & GREENLEIGH GROUP, INC. T — AT&T INC

Ownership history in LUTS & GREENLEIGH GROUP, INC.  ·  8 quarters on record

AI Ownership Summary

LUTS & GREENLEIGH GROUP, INC. reported AT&T INC (T) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.57% in 2025 Q1. The latest visible filing shows T at 0.42% 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 LUTS & GREENLEIGH GROUP, 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
2026 Q1

T was reported at 0.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.57% 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
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 LUTS & GREENLEIGH GROUP, INC. fund profile LUTS & GREENLEIGH GROUP, INC. full holdings
How LUTS & GREENLEIGH GROUP, 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 18,398 +64 +0.3% 0.42% $533K 2026-05-05 $25.90
2025 Q4 REDUCED — — — 18,334 -381 -2.0% 0.39% $455K 2026-01-26 $23.21
2025 Q3 ADDED — — — 18,715 +149 +0.8% 0.47% $528K 2025-11-07 $24.29
2025 Q2 REDUCED 8.2% -2.1% ✅ 18,566 -1,659 -8.2% 0.52% $537K 2025-07-11 $26.10
2025 Q1 ADDED — — — 20,225 +3,320 +19.6% 0.57% $572K 2025-05-14 $25.33
2024 Q4 ADDED — — — 16,905 +460 +2.8% 0.38% $385K 2025-01-17 $21.13
2024 Q3 ADDED — — — 16,445 +16 +0.1% 0.35% $362K 2024-10-15 $20.14
2024 Q2 INITIATED — — — 16,429 — — 0.33% $314K 2024-08-09 $18.02

🏢 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 LUTS & GREENLEIGH GROUP, 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 LUTS & GREENLEIGH GROUP, INC. reported owning T?

LUTS & GREENLEIGH GROUP, INC. reported T across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported T position in LUTS & GREENLEIGH GROUP, INC.'s portfolio?

The largest reported portfolio weight for T was 0.57% in 2025 Q1.

What is the latest reported T position on this page?

The most recent filing on this page is 2026 Q1, when LUTS & GREENLEIGH GROUP, INC. reported 18,398 shares, equal to 0.42% of portfolio, with an estimated market value of $533K.

What does the chart on this T ownership page compare?

The chart compares LUTS & GREENLEIGH GROUP, 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 LUTS & GREENLEIGH GROUP, INC. time their T position?

Based on 13F filing dates vs. subsequent T price moves, LUTS & GREENLEIGH GROUP, INC. correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on T relative to SPY over the holding period was +2.1%.

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