Caldwell Trust Co

Bank

Position in T — At&T Inc.

CIK 2080218 Venice, FL

Position in T

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,016,577

-$103,538 QoQ

Shares Held

49,110

+27.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,034

of 2,613 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

Caldwell Trust Co holds $7,420,216 across 5 Telecom Services names. T ranks #3 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TMUS	T-Mobile US, Inc.	23,661	$3,968,659
2	VZ	Verizon Communications Inc	53,103	$2,248,380
3	T	At&T Inc. This page	49,110	$1,016,577
4	CMCSA	Comcast Corp	4,500	$110,475
5	ECHO	EchoStar CORP	750	$76,125

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,016,577	49,110	+27.1%	Shares	Sole	2026-08-03
2026-03-31	$1,120,115	38,638	+0.2%	Shares	Sole	2026-04-22
2025-12-31	$957,830	38,560	-4.0%	Shares	Sole	2026-01-30
2025-09-30	$1,134,287	40,166	+1.3%	Shares	Sole	2025-10-23
2025-06-30	$1,147,934	39,666	-6.5%	Shares	Sole	2025-09-22
2025-03-31	$1,200,174	42,439	-2.1%	Shares	Sole	2025-09-23
2024-12-31	$987,398	43,364	-3.7%	Shares	Sole	2025-09-24
2024-09-30	$990,286	45,013	-7.4%	Shares	Sole	2025-09-24
2024-06-30	$928,554	48,590	-5.0%	Shares	Sole	2025-09-24
2024-03-31	$900,046	51,139	-11.8%	Shares	Sole	2025-09-24
2023-12-31	$972,921	57,981	-6.7%	Shares	Sole	2025-10-01
2023-09-30	$933,643	62,160	-26.3%	Shares	Sole	2025-10-01
2023-06-30	$1,345,510	84,358	-11.0%	Shares	Sole	2025-10-01
2023-03-31	$1,823,687	94,737	-12.9%	Shares	Sole	2025-10-01
2022-12-31	$2,002,179	108,755	+8.1%	Shares	Sole	2025-10-01
2022-09-30	$1,543,587	100,625	-2.7%	Shares	Sole	2025-10-01
2022-06-30	$2,168,291	103,449	+7.9%	Shares	Sole	2025-10-02
2022-03-31	$2,264,599	95,836	+6.1%	Shares	Sole	2025-10-02
2021-12-31	$2,221,409	90,301	-34.8%	Shares	Sole	2025-10-02
2021-09-30	$3,742,720	138,568	-6.7%	Shares	Sole	2025-10-02
2021-06-30	$4,272,542	148,455	-0.6%	Shares	Sole	2025-10-02
2021-03-31	$4,518,788	149,283	+9.9%	Shares	Sole	2025-10-02
2020-12-31	$3,906,708	135,838	-1.5%	Shares	Sole	2025-10-02
2020-09-30	$3,932,320	137,928	-12.2%	Shares	Sole	2025-10-02
2020-06-30	$4,746,677	157,019	+1.4%	Shares	Sole	2025-10-02
2020-03-31	$4,513,144	154,825	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.