Aprio Wealth Management
T icon

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

Aprio 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
Q3 		$2.25M Buy
92,177
+26,914
+41% +$649K 0.1% 140
2026
Q2 		$1.35M Sell
65,263
-11,731
-15% -$291K 0.07% 185
2026
Q1 		$2.23M Buy
76,994
+16,405
+27% +$438K 0.12% 115
2025
Q4 		$1.51M Buy
60,589
+14,279
+31% +$361K 0.09% 149
2025
Q3 		$1.31M Buy
46,310
+8,157
+21% +$232K 0.13% 108
2025
Q2 		$1.1M Buy
38,153
+9,297
+32% +$256K 0.12% 102
2025
Q1 		$816K Buy
28,856
+2,835
+11% +$71.3K 0.1% 124
2024
Q4 		$593K Buy
26,021
+902
+4% +$20.3K 0.09% 123
2024
Q3 		$553K Sell
25,119
-3,701
-13% -$73.6K 0.09% 115
2024
Q2 		$551K Buy
28,820
+9,646
+50% +$168K 0.1% 106
2024
Q1 		$337K Buy
19,174
+3,916
+26% +$66.9K 0.07% 135
2023
Q4 		$256K Buy
15,258
+42
+0.3% +$663 0.06% 159
2023
Q3 		$229K Buy
+15,216
New +$223K 0.06% 145

Other funds holding T

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Aprio Wealth Management's T Position: Q3 2026 in Review

Aprio Wealth Management increased its AT&T (T) stake by 41% in Q3 2026, buying an estimated $649K and bringing the position to 92,177 shares worth $2.25M. The position accounts for 0.1% of the portfolio, ranked #140.

Aprio Wealth Management first reported a position in T in Q3 2023 and has held it in 13 quarters since. 1,800 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • Aprio Wealth Management held 92,177 shares of AT&T worth $2.25M as of Q3 2026.
  • Aprio Wealth Management bought 26,914 AT&T shares in Q3 2026, an estimated $649K.
  • AT&T made up 0.1% of Aprio Wealth Management's portfolio in Q3 2026, its #140 holding.
  • Aprio Wealth Management first reported a position in AT&T in Q3 2023 and has held it in 13 quarters since.
  • 1,800 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.