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Baker Tilly Wealth Management’s AT&T T Stock Holding History

Baker Tilly 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 		$240K Buy
9,842
+174
+2% +$4.2K 0.05% 258
2026
Q2 		$200K Buy
9,668
+306
+3% +$7.59K 0.04% 282
2026
Q1 		$271K Buy
+9,362
New +$250K 0.07% 224
2025
Q4 		– Sell
-7,744
Closed -$219K – 295
2025
Q3 		$219K Buy
7,744
+813
+12% +$23.1K 0.05% 254
2025
Q2 		$201K Buy
+6,931
New +$191K 0.07% 228
2024
Q3 		– Sell
-13,743
Closed -$263K – 286
2024
Q2 		$263K Sell
13,743
-35,040
-72% -$609K 0.11% 218
2024
Q1 		$859K Sell
48,783
-2,821
-5% -$48.2K 0.16% 147
2023
Q4 		$866K Sell
51,604
-2,605
-5% -$41.1K 0.14% 156
2023
Q3 		$814K Buy
54,209
+4,568
+9% +$67K 0.13% 153
2023
Q2 		$792K Buy
49,641
+1,845
+4% +$31.4K 0.08% 242
2023
Q1 		$920K Buy
47,796
+6,444
+16% +$123K 0.1% 213
2022
Q4 		$761K Sell
41,352
-2,816
-6% -$50.4K 0.09% 239
2022
Q3 		$678K Sell
44,168
-26
-0.1% -$473 0.09% 234
2022
Q2 		$926K Sell
44,194
-6,698
-13% -$134K 0.12% 185
2022
Q1 		$908K Buy
50,892
+8,471
+20% +$157K 0.1% 214
2021
Q4 		$788K Sell
42,421
-13,542
-24% -$253K 0.08% 260
2021
Q3 		$1.14M Buy
55,963
+755
+1% +$15.9K 0.15% 138
2021
Q2 		$1.2M Sell
55,208
-4,789
-8% -$109K 0.19% 115
2021
Q1 		$1.37M Buy
59,997
+4,818
+9% +$107K 0.28% 89
2020
Q4 		$1.2M Buy
+55,179
New +$1.19M 0.37% 63

Other funds holding T

QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Baker Tilly Wealth Management's T Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its AT&T (T) stake by 1.8% in Q3 2026, buying an estimated $4.2K and bringing the position to 9,842 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #258.

Baker Tilly Wealth Management first reported a position in T in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.37M in Q1 2021. 147 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • Baker Tilly Wealth Management held 9,842 shares of AT&T worth $240K as of Q3 2026.
  • Baker Tilly Wealth Management bought 174 AT&T shares in Q3 2026, an estimated $4.2K.
  • AT&T made up 0.05% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #258 holding.
  • Baker Tilly Wealth Management first reported a position in AT&T in Q4 2020 and has held it in 20 quarters since.
  • Baker Tilly Wealth Management's AT&T position peaked at $1.37M in Q1 2021.
  • 147 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.