AWA
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
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 $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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Amplius Wealth Advisors's T Position: Q2 2026 in Review

Amplius Wealth Advisors increased its AT&T (T) stake by 1.3% in Q2 2026, buying an estimated $4.37K and bringing the position to 13,416 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #171.

Amplius Wealth Advisors first reported a position in T in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.56M in Q2 2022. 863 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Amplius Wealth Advisors held 13,416 shares of AT&T worth $278K as of Q2 2026.
  • Amplius Wealth Advisors bought 176 AT&T shares in Q2 2026, an estimated $4.37K.
  • AT&T made up 0.02% of Amplius Wealth Advisors's portfolio in Q2 2026, its #171 holding.
  • Amplius Wealth Advisors first reported a position in AT&T in Q4 2021 and has held it in 18 quarters since.
  • Amplius Wealth Advisors's AT&T position peaked at $1.56M in Q2 2022.
  • 863 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.