AWM
T icon

Affinity Wealth Management’s AT&T T Stock Holding History

Affinity 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 		$230K Sell
11,107
-79
-0.7% -$1.96K 0.03% 106
2026
Q1 		$324K Sell
11,186
-69
-0.6% -$1.84K 0.05% 73
2025
Q4 		$280K Hold
11,255
– – 0.04% 84
2025
Q3 		$318K Hold
11,255
– – 0.05% 78
2025
Q2 		$326K Hold
11,255
– – 0.05% 76
2025
Q1 		$318K Buy
11,255
+17
+0.2% +$428 0.06% 74
2024
Q4 		$256K Buy
11,238
+79
+0.7% +$1.78K 0.05% 89
2024
Q3 		$245K Hold
11,159
– – 0.04% 97
2024
Q2 		$213K Hold
11,159
– – 0.04% 97
2024
Q1 		$196K Sell
11,159
-1,801
-14% -$30.8K 0.04% 102
2023
Q4 		$217K Buy
12,960
+31
+0.2% +$489 0.04% 94
2023
Q3 		$194K Buy
12,929
+132
+1% +$1.94K 0.04% 96
2023
Q2 		$204K Sell
12,797
-108
-0.8% -$1.84K 0.05% 97
2023
Q1 		$248K Buy
12,905
+17
+0.1% +$325 0.06% 97
2022
Q4 		$237K Buy
12,888
+92
+0.7% +$1.65K 0.06% 90
2022
Q3 		$196K Buy
12,796
+17
+0.1% +$309 0.05% 93
2022
Q2 		$264K Sell
12,779
-4,118
-24% -$82.1K 0.06% 83
2022
Q1 		$247K Sell
16,897
-487
-3% -$9.01K 0.05% 94
2021
Q4 		$359K Buy
17,384
+944
+6% +$17.6K 0.07% 77
2021
Q3 		$338K Buy
16,440
+598
+4% +$12.6K 0.07% 82
2021
Q2 		$334K Sell
15,842
-8
-0.1% -$182 0.07% 74
2021
Q1 		$358K Buy
15,850
+10
+0.1% +$221 0.07% 65
2020
Q4 		$346K Sell
15,840
-133
-0.8% -$2.87K 0.07% 68
2020
Q3 		$349K Sell
15,973
-647
-4% -$14.5K 0.09% 58
2020
Q2 		$371K Sell
16,620
-577
-3% -$13.1K 0.47% 35
2020
Q1 		$388K Buy
17,197
+132
+0.8% +$3.61K 0.23% 36
2019
Q4 		$504K Buy
17,065
+327
+2% +$9.44K 0.19% 60
2019
Q3 		$478K Buy
16,738
+769
+5% +$20.4K 0.19% 59
2019
Q2 		$404K Sell
15,969
-1,558
-9% -$37.4K 0.16% 68
2019
Q1 		$415K Sell
17,527
-1,270
-7% -$29.2K 0.16% 70
2018
Q4 		$405K Buy
+18,797
New +$438K 0.25% 63
2017
Q3 		$688K Sell
23,245
-67
-0.3% -$1.9K 0.42% 18
2017
Q2 		$664K Buy
23,312
+213
+0.9% +$6.28K 0.42% 15
2017
Q1 		$725K Buy
23,099
+194
+0.8% +$6.11K 0.4% 16
2016
Q4 		$736K Hold
22,905
– – 0.42% 18
2016
Q3 		$703K Buy
22,905
+819
+4% +$25.9K 0.46% 18
2016
Q2 		$721K Hold
22,086
– – 0.49% 17
2016
Q1 		$653K Hold
22,086
– – 0.4% 23
2015
Q4 		$574K Buy
22,086
+9,703
+78% +$246K 0.38% 20
2015
Q3 		$305K Sell
12,383
-1,858
-13% -$47.4K 0.31% 25
2015
Q2 		$382K Buy
14,241
+2,882
+25% +$74.5K 0.25% 28
2015
Q1 		$280K Buy
11,359
+3,107
+38% +$79K 0.16% 30
2014
Q4 		$209K Buy
+8,252
New +$214K 0.17% 36
2014
Q2 		$247K Buy
+9,253
New +$248K 0.24% 22
2013
Q3 		$335K Buy
+13,096
New +$344K 0.15% 39

Other funds holding T

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Affinity Wealth Management reduced its AT&T (T) stake by 0.71% in Q2 2026, selling an estimated $1.96K and leaving 11,107 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #106.

Affinity Wealth Management first reported a position in T in Q3 2013 and has held it in 45 quarters since. The position peaked at $736K in Q4 2016. 1,429 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Affinity Wealth Management held 11,107 shares of AT&T worth $230K as of Q2 2026.
  • Affinity Wealth Management sold 79 AT&T shares in Q2 2026, an estimated $1.96K.
  • AT&T made up 0.03% of Affinity Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Affinity Wealth Management first reported a position in AT&T in Q3 2013 and has held it in 45 quarters since.
  • Affinity Wealth Management's AT&T position peaked at $736K in Q4 2016.
  • 1,429 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.