T AT&T COM

Ownership history in LVM CAPITAL MANAGEMENT LTD/MI  ·  82 quarters on record

AI Ownership Summary

LVM CAPITAL MANAGEMENT LTD/MI reported AT&T COM (T) in 82 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.14% in 2024 Q2. The latest visible filing shows T at 0.06% 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 LVM CAPITAL MANAGEMENT LTD/MI's position in AT&T COM, 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 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2024 Q2

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 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.

How LVM CAPITAL MANAGEMENT LTD/MI 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 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 21,634 -200 -0.9% 0.06% $627K 2026-05-15 (Est.) $26.18
2025 Q4 REDUCED 21,834 -6,000 -21.6% 0.05% $542K 2026-01-12 $23.49
2025 Q3 REDUCED 27,834 -17,490 -38.6% 0.08% $786K 2025-10-09 $25.26
2025 Q2 ADDED 45,324 +17,170 +61.0% 0.14% $1.3M 2025-07-02 $27.13
2025 Q1 REDUCED 28,154 -2,270 -7.5% 0.09% $796K 2025-04-08 $25.02
2024 Q4 REDUCED 30,424 -33,241 -52.2% 0.07% $693K 2025-01-10 $20.56
2024 Q3 UNCHANGED 63,665 0% 0.14% $1.2M 2024-10-03 $20.38
2024 Q2 ADDED 63,665 +35,635 +127.1% 0.14% $1.2M 2024-07-16 $17.42
2024 Q1 REDUCED 28,030 -5,180 -15.6% 0.06% $493K 2024-04-15 $14.79
2023 Q4 ADDED 33,210 +1,219 +3.8% 0.07% $557K 2024-01-12 $14.77
72 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LVM CAPITAL MANAGEMENT LTD/MI and T

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

How long has LVM CAPITAL MANAGEMENT LTD/MI reported owning T?

LVM CAPITAL MANAGEMENT LTD/MI reported T across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported T position in LVM CAPITAL MANAGEMENT LTD/MI's portfolio?

The largest reported portfolio weight for T was 0.14% in 2024 Q2.

What is the latest reported T position on this page?

The most recent filing on this page is 2026 Q1, when LVM CAPITAL MANAGEMENT LTD/MI reported 21,634 shares, equal to 0.06% of portfolio, with an estimated market value of $627K.

What does the chart on this T ownership page compare?

The chart compares LVM CAPITAL MANAGEMENT LTD/MI'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.

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