AAS
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Annex Advisory Services’s AT&T T Stock Holding History

Annex Advisory Services’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 		$3.22M Sell
155,474
-3,273
-2% -$81.2K 0.05% 133
2026
Q1 		$4.6M Sell
158,747
-851
-0.5% -$22.7K 0.09% 108
2025
Q4 		$3.96M Buy
159,598
+140,802
+749% +$3.56M 0.08% 119
2025
Q3 		$531K Buy
18,796
+1,754
+10% +$49.8K 0.01% 215
2025
Q2 		$493K Sell
17,042
-1,376
-7% -$37.9K 0.01% 218
2025
Q1 		$521K Buy
18,418
+1,506
+9% +$37.9K 0.01% 208
2024
Q4 		$385K Buy
16,912
+859
+5% +$19.3K 0.01% 231
2024
Q3 		$353K Buy
16,053
+1,557
+11% +$31K 0.01% 217
2024
Q2 		$277K Sell
14,496
-5,803
-29% -$101K 0.01% 232
2024
Q1 		$357K Buy
20,299
+4,679
+30% +$79.9K 0.01% 210
2023
Q4 		$262K Sell
15,620
-489
-3% -$7.72K 0.01% 229
2023
Q3 		$242K Sell
16,109
-2,747
-15% -$40.3K 0.01% 223
2023
Q2 		$301K Sell
18,856
-108
-0.6% -$1.84K 0.02% 189
2023
Q1 		$365K Sell
18,964
-523
-3% -$9.99K 0.02% 171
2022
Q4 		$359K Sell
19,487
-4,537
-19% -$81.2K 0.02% 174
2022
Q3 		$369K Buy
24,024
+1,356
+6% +$24.7K 0.02% 157
2022
Q2 		$475K Sell
22,668
-2,654
-10% -$52.9K 0.03% 152
2022
Q1 		$452K Sell
25,322
-6,633
-21% -$123K 0.03% 157
2021
Q4 		$594K Sell
31,955
-155
-0.5% -$2.9K 0.04% 145
2021
Q3 		$655K Sell
32,110
-13,375
-29% -$281K 0.05% 132
2021
Q2 		$987K Sell
45,485
-6,475
-12% -$147K 0.08% 117
2021
Q1 		$1.19M Sell
51,960
-5,528
-10% -$122K 0.11% 104
2020
Q4 		$1.25M Sell
57,488
-125,515
-69% -$2.71M 0.12% 94
2020
Q3 		$3.94M Buy
183,003
+17,405
+11% +$389K 0.5% 22
2020
Q2 		$3.78M Buy
165,598
+16,124
+11% +$367K 0.53% 18
2020
Q1 		$3.29M Buy
149,474
+14,570
+11% +$398K 0.47% 20
2019
Q4 		$3.98M Sell
134,904
-1,381
-1% -$39.9K 0.48% 23
2019
Q3 		$3.9M Buy
136,285
+3,337
+3% +$88.4K 0.52% 20
2019
Q2 		$3.37M Sell
132,948
-5,197
-4% -$125K 0.47% 22
2019
Q1 		$3.27M Buy
138,145
+13,701
+11% +$315K 0.49% 21
2018
Q4 		$2.68M Buy
124,444
+8,154
+7% +$190K 0.42% 28
2018
Q3 		$2.95M Buy
116,290
+18,362
+19% +$450K 0.46% 23
2018
Q2 		$2.38M Buy
97,928
+47,522
+94% +$1.19M 0.4% 26
2018
Q1 		$1.36M Sell
50,406
-9,296
-16% -$259K 0.25% 50
2017
Q4 		$1.75M Buy
59,702
+16,631
+39% +$454K 0.33% 32
2017
Q3 		$1.27M Buy
43,071
+1,194
+3% +$33.9K 0.26% 39
2017
Q2 		$1.19M Buy
41,877
+4,977
+13% +$147K 0.26% 31
2017
Q1 		$1.16M Sell
36,900
-3,779
-9% -$119K 0.29% 27
2016
Q4 		$1.31M Buy
40,679
+3,271
+9% +$96.5K 0.32% 25
2016
Q3 		$1.15M Buy
37,408
+19,734
+112% +$624K 0.3% 24
2016
Q2 		$577K Buy
17,674
+1,573
+10% +$46.8K 0.16% 59
2016
Q1 		$476K Buy
16,101
+541
+3% +$15K 0.14% 71
2015
Q4 		$404K Sell
15,560
-1,280
-8% -$32.5K 0.12% 84
2015
Q3 		$414K Buy
16,840
+1,174
+7% +$29.9K 0.13% 76
2015
Q2 		$420K Buy
15,666
+2,496
+19% +$64.5K 0.13% 64
2015
Q1 		$325K Buy
13,170
+674
+5% +$17.1K 0.1% 71
2014
Q4 		$317K Buy
12,496
+114
+0.9% +$2.96K 0.1% 64
2014
Q3 		$330K Buy
12,382
+2,298
+23% +$61.1K 0.11% 56
2014
Q2 		$269K Buy
10,084
+117
+1% +$3.13K 0.09% 61
2014
Q1 		$264K Sell
9,967
-2,901
-23% -$72.8K 0.1% 62
2013
Q4 		$342K Buy
12,868
+2,964
+30% +$78K 0.13% 58
2013
Q3 		$253K Buy
9,904
+2,054
+26% +$53.9K 0.12% 76
2013
Q2 		$210K Buy
+7,850
New +$218K 0.12% 88

Other funds holding T

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
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Annex Advisory Services's T Position: Q2 2026 in Review

Annex Advisory Services reduced its AT&T (T) stake by 2.1% in Q2 2026, selling an estimated $81.2K and leaving 155,474 shares worth $3.22M. The position accounts for 0.05% of the portfolio, ranked #133.

Annex Advisory Services first reported a position in T in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.6M in Q1 2026. 474 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Annex Advisory Services held 155,474 shares of AT&T worth $3.22M as of Q2 2026.
  • Annex Advisory Services sold 3,273 AT&T shares in Q2 2026, an estimated $81.2K.
  • AT&T made up 0.05% of Annex Advisory Services's portfolio in Q2 2026, its #133 holding.
  • Annex Advisory Services first reported a position in AT&T in Q2 2013 and has held it in 53 quarters since.
  • Annex Advisory Services's AT&T position peaked at $4.6M in Q1 2026.
  • 474 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.