AWM
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Accurate Wealth Management’s AT&T T Stock Holding History

Accurate Wealth Management’s Portfolio T Stock Details T Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.51M Buy
71,517
+282
+0.4% +$7K 0.14% 165
2026
Q1 		$1.88M Buy
71,235
+13,225
+23% +$353K 0.23% 99
2025
Q4 		$1.39M Buy
58,010
+1,181
+2% +$29.9K 0.18% 134
2025
Q3 		$1.48M Buy
56,829
+4,274
+8% +$121K 0.2% 121
2025
Q2 		$1.45M Buy
52,555
+5,912
+13% +$163K 0.22% 115
2025
Q1 		$1.25M Buy
46,643
+1,434
+3% +$36.1K 0.24% 100
2024
Q4 		$981K Buy
45,209
+324
+0.7% +$7.29K 0.19% 123
2024
Q3 		$965K Sell
44,885
-1,851
-4% -$36.8K 0.19% 113
2024
Q2 		$868K Buy
46,736
+4,972
+12% +$86.5K 0.21% 104
2024
Q1 		$690K Sell
41,764
-639
-2% -$10.9K 0.2% 113
2023
Q4 		$688K Sell
42,403
-2,006
-5% -$31.7K 0.21% 103
2023
Q3 		$647K Buy
44,409
+1,895
+4% +$27.8K 0.2% 108
2023
Q2 		$617K Buy
42,514
+711
+2% +$12.1K 0.19% 116
2023
Q1 		$818K Buy
41,803
+6,857
+20% +$131K 0.28% 85
2022
Q4 		$680K Buy
34,946
+4,323
+14% +$77.4K 0.25% 77
2022
Q3 		$566K Buy
30,623
+7,306
+31% +$133K 0.24% 83
2022
Q2 		$492K Sell
23,317
-3,919
-14% -$78.2K 0.27% 78
2022
Q1 		$486K Buy
27,236
+5,961
+28% +$110K 0.22% 92
2021
Q4 		$431K Sell
21,275
-2,646
-11% -$49.5K 0.35% 78
2021
Q3 		$507K Sell
23,921
-2,531
-10% -$53.2K 0.44% 60
2021
Q2 		$575K Buy
+26,452
New +$602K 0.51% 46

Other funds holding T

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
TC
Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Accurate Wealth Management's T Position: Q2 2026 in Review

Accurate Wealth Management increased its AT&T (T) stake by 0.4% in Q2 2026, buying an estimated $7K and bringing the position to 71,517 shares worth $1.51M. The position accounts for 0.14% of the portfolio, ranked #165.

Accurate Wealth Management first reported a position in T in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.88M in Q1 2026. 975 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Accurate Wealth Management held 71,517 shares of AT&T worth $1.51M as of Q2 2026.
  • Accurate Wealth Management bought 282 AT&T shares in Q2 2026, an estimated $7K.
  • AT&T made up 0.14% of Accurate Wealth Management's portfolio in Q2 2026, its #165 holding.
  • Accurate Wealth Management first reported a position in AT&T in Q2 2021 and has held it in 21 quarters since.
  • Accurate Wealth Management's AT&T position peaked at $1.88M in Q1 2026.
  • 975 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.