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Allium Financial Advisors’s AT&T T Stock Holding History

Allium Financial Advisors’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 		– Sell
-7,950
Closed -$230K – 86
2026
Q1 		$230K Sell
7,950
-516
-6% -$13.8K 0.18% 72
2025
Q4 		$210K Hold
8,466
– – 0.17% 73
2025
Q3 		$239K Buy
8,466
+23
+0.3% +$653 0.2% 70
2025
Q2 		$244K Buy
+8,443
New +$233K 0.21% 73

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Allium Financial Advisors's T Position: Q2 2026 in Review

Allium Financial Advisors sold out of AT&T (T) in Q2 2026, closing a stake of 7,950 shares — an estimated $230K sold.

Allium Financial Advisors first reported a position in T in Q2 2025 and held it in 4 quarters. The position peaked at $244K in Q2 2025. 2,687 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Allium Financial Advisors reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
  • Allium Financial Advisors sold 7,950 AT&T shares in Q2 2026, an estimated $230K.
  • Allium Financial Advisors first reported a position in AT&T in Q2 2025 and held it in 4 quarters.
  • Allium Financial Advisors's AT&T position peaked at $244K in Q2 2025.
  • 2,687 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Allium Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.