Amplius Wealth Advisors
T icon

Amplius Wealth Advisors’s AT&T T Stock Holding History

Amplius Wealth 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
Q3 		$345K Buy
14,159
+743
+6% +$17.9K 0.02% 160
2026
Q2 		$278K Buy
13,416
+176
+1% +$4.37K 0.02% 171
2026
Q1 		$384K Sell
13,240
-405
-3% -$10.8K 0.03% 129
2025
Q4 		$339K Sell
13,645
-1,766
-11% -$44.7K 0.03% 135
2025
Q3 		$435K Buy
15,411
+311
+2% +$8.83K 0.04% 117
2025
Q2 		$437K Sell
15,100
-124
-0.8% -$3.42K 0.04% 131
2025
Q1 		$431K Buy
15,224
+2,342
+18% +$58.9K 0.04% 119
2024
Q4 		$293K Buy
12,882
+994
+8% +$22.4K 0.03% 137
2024
Q3 		$262K Buy
+11,888
New +$237K 0.03% 145
2024
Q2 		– Sell
-75,802
Closed -$1.33M – 181
2024
Q1 		$1.33M Sell
75,802
-140
-0.2% -$2.39K 0.15% 62
2023
Q4 		$1.27M Buy
75,942
+392
+0.5% +$6.19K 0.15% 59
2023
Q3 		$1.13M Buy
75,550
+1,038
+1% +$15.2K 0.15% 62
2023
Q2 		$1.19M Sell
74,512
-444
-0.6% -$7.56K 0.16% 62
2023
Q1 		$1.44M Buy
74,956
+824
+1% +$15.7K 0.21% 57
2022
Q4 		$1.36M Buy
74,132
+1,258
+2% +$22.5K 0.22% 56
2022
Q3 		$1.12M Sell
72,874
-1,632
-2% -$29.7K 0.2% 55
2022
Q2 		$1.56M Buy
74,506
+52,526
+239% +$1.05M 0.25% 51
2022
Q1 		$392K Buy
21,980
+2,250
+11% +$41.6K 0.06% 115
2021
Q4 		$366K Buy
+19,730
New +$369K 0.05% 134

Other funds holding T

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Amplius Wealth Advisors's T Position: Q3 2026 in Review

Amplius Wealth Advisors increased its AT&T (T) stake by 5.5% in Q3 2026, buying an estimated $17.9K and bringing the position to 14,159 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #160.

Amplius Wealth Advisors first reported a position in T in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.56M in Q2 2022. 1,011 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • Amplius Wealth Advisors held 14,159 shares of AT&T worth $345K as of Q3 2026.
  • Amplius Wealth Advisors bought 743 AT&T shares in Q3 2026, an estimated $17.9K.
  • AT&T made up 0.02% of Amplius Wealth Advisors's portfolio in Q3 2026, its #160 holding.
  • Amplius Wealth Advisors first reported a position in AT&T in Q4 2021 and has held it in 19 quarters since.
  • Amplius Wealth Advisors's AT&T position peaked at $1.56M in Q2 2022.
  • 1,011 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.