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 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return

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

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

Aprio Wealth Management's T Position: Q2 2026 in Review

Aprio Wealth Management reduced its AT&T (T) stake by 15% in Q2 2026, selling an estimated $291K and leaving 65,263 shares worth $1.35M. The position accounts for 0.07% of the portfolio, ranked #185.

Aprio Wealth Management first reported a position in T in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.23M in Q1 2026. 863 funds tracked by Wall St. Rank hold T as of Q2 2026.

Aprio Wealth Management held 65,263 shares of AT&T worth $1.35M as of Q2 2026.
Aprio Wealth Management sold 11,731 AT&T shares in Q2 2026, an estimated $291K.
AT&T made up 0.07% of Aprio Wealth Management's portfolio in Q2 2026, its #185 holding.
Aprio Wealth Management first reported a position in AT&T in Q3 2023 and has held it in 12 quarters since.
Aprio Wealth Management's AT&T position peaked at $2.23M in Q1 2026.
863 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.