MITCHELL & PAHL PRIVATE WEALTH, LLC T — AT&T INC

Ownership history in MITCHELL & PAHL PRIVATE WEALTH, LLC  ·  24 quarters on record

AI Ownership Summary

MITCHELL & PAHL PRIVATE WEALTH, LLC reported AT&T INC (T) in 24 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 1.18% in 2025 Q1. The latest visible filing shows T at 0.90% 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 MITCHELL & PAHL PRIVATE WEALTH, LLC'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 Q3

T was reported at 0.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.18% 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 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 MITCHELL & PAHL PRIVATE WEALTH, LLC fund profile MITCHELL & PAHL PRIVATE WEALTH, LLC full holdings
How MITCHELL & PAHL PRIVATE WEALTH, LLC 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 Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 102,471 +7,796 +8.2% 0.90% $2.5M 2026-10-14 $23.05
2026 Q2 ADDED — — — 94,675 +3,475 +3.8% 0.72% $2.0M 2026-07-13 $21.31
2026 Q1 REDUCED — — — 91,200 -1,121 -1.2% 1.07% $2.6M 2026-04-24 $25.56
2025 Q4 ADDED — — — 92,321 +1,258 +1.4% 0.95% $2.3M 2026-01-14 $22.80
2025 Q3 REDUCED — — — 91,063 -460 -0.5% 1.08% $2.6M 2025-10-09 $24.65
2025 Q2 ADDED — — — 91,523 +2,040 +2.3% 1.17% $2.6M 2025-07-11 $25.47
2025 Q1 ADDED — — — 89,483 +804 +0.9% 1.18% $2.5M 2025-04-09 $24.49
2024 Q4 ADDED — — — 88,679 +3,654 +4.3% 0.94% $2.0M 2025-01-16 $20.37
2024 Q3 ADDED — — — 85,025 +4,678 +5.8% 0.87% $1.9M 2024-10-16 $19.83
2024 Q2 ADDED — — — 80,347 +1,608 +2.0% 0.81% $1.5M 2024-07-12 $16.97
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding T

As of 2026 Q3 — sorted by position size

Trium Capital LLP 3Y 40.47% PROFESSIONAL ADVISORY SERVICES INC 3Y 7Y 2.78% Quintet Private Bank (Europe) S.A. 3Y 2.63% CapWealth Advisors, LLC 3Y 7Y 2.15% MFG WEALTH MANAGEMENT, INC. 2.09% GODSEY & GIBB, INC 3Y 7Y 1.96% Summit Financial Wealth Advisors, LLC 3Y 7Y 1.53% Rydar Equities, Inc. 1.51% Finer Wealth Management, Inc. 3Y 1.47% VIKING FUND MANAGEMENT LLC 3Y 7Y 1.45%

FAQ About MITCHELL & PAHL PRIVATE WEALTH, LLC and T

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

How long has MITCHELL & PAHL PRIVATE WEALTH, LLC reported owning T?

MITCHELL & PAHL PRIVATE WEALTH, LLC reported T across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported T position in MITCHELL & PAHL PRIVATE WEALTH, LLC's portfolio?

The largest reported portfolio weight for T was 1.18% in 2025 Q1.

What is the latest reported T position on this page?

The most recent filing on this page is 2026 Q3, when MITCHELL & PAHL PRIVATE WEALTH, LLC reported 102,471 shares, equal to 0.90% of portfolio, with an estimated market value of $2.5M.

What does the chart on this T ownership page compare?

The chart compares MITCHELL & PAHL PRIVATE WEALTH, LLC'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 MITCHELL & PAHL PRIVATE WEALTH, LLC time their T position?

Based on 13F filing dates vs. subsequent T price moves, MITCHELL & PAHL PRIVATE WEALTH, LLC correctly timed 16 out of 23 reported position changes (70%). The annualised alpha on T relative to SPY over the holding period was +72.3%.

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