Steigerwald, Gordon & Koch Inc. T AT&T INC

Ownership history in Steigerwald, Gordon & Koch Inc.  ·  32 quarters on record

AI Ownership Summary

Steigerwald, Gordon & Koch Inc. reported AT&T INC (T) in 32 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.28% in 2026 Q1. The latest visible filing shows T at 1.28% 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 Steigerwald, Gordon & Koch 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 1.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.28% in 2026 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 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 Steigerwald, Gordon & Koch 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 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 429,484 +14,847 +3.6% 1.28% $12.5M 2026-04-28 $26.06
2025 Q4 ADDED 414,637 +7,393 +1.8% 0.99% $10.3M 2026-01-23 $23.35
2025 Q3 ADDED 407,244 +9,037 +2.3% 1.10% $11.5M 2025-10-23 $24.08
2025 Q2 ADDED 398,207 +9,167 +2.4% 1.22% $11.5M 2025-07-14 $26.28
2025 Q1 ADDED 389,040 +10,572 +2.8% 1.23% $11.0M 2025-04-10 $25.29
2024 Q4 ADDED 378,468 +6,917 +1.9% 0.97% $8.6M 2025-01-16 $20.88
2024 Q3 ADDED 371,551 +12,444 +3.5% 0.89% $8.2M 2024-10-09 $20.27
2024 Q2 REDUCED 13.0% +16.9% 359,107 -53,550 -13.0% 0.83% $6.9M 2024-08-07 $17.79
2024 Q1 REDUCED 9.9% +9.6% 412,657 -45,549 -9.9% 0.90% $7.3M 2024-04-16 $14.65
2023 Q4 REDUCED 458,206 -14,365 -3.0% 1.04% $7.7M 2024-01-16 $14.73
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Steigerwald, Gordon & Koch 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 Steigerwald, Gordon & Koch Inc. reported owning T?

Steigerwald, Gordon & Koch Inc. reported T across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported T position in Steigerwald, Gordon & Koch Inc.'s portfolio?

The largest reported portfolio weight for T was 1.28% in 2026 Q1.

What is the latest reported T position on this page?

The most recent filing on this page is 2026 Q1, when Steigerwald, Gordon & Koch Inc. reported 429,484 shares, equal to 1.28% of portfolio, with an estimated market value of $12.5M.

What does the chart on this T ownership page compare?

The chart compares Steigerwald, Gordon & Koch 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 Steigerwald, Gordon & Koch Inc. time their T position?

Based on 13F filing dates vs. subsequent T price moves, Steigerwald, Gordon & Koch Inc. correctly timed 14 out of 31 reported position changes (45%). The annualised alpha on T relative to SPY over the holding period was -5.6%.

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