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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Baker Tilly Wealth Management's T Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its AT&T (T) stake by 3.3% in Q2 2026, buying an estimated $7.59K and bringing the position to 9,668 shares worth $200K. The position accounts for 0.04% of the portfolio, ranked #282.

Baker Tilly Wealth Management first reported a position in T in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.37M in Q1 2021. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

Baker Tilly Wealth Management held 9,668 shares of AT&T worth $200K as of Q2 2026.
Baker Tilly Wealth Management bought 306 AT&T shares in Q2 2026, an estimated $7.59K.
AT&T made up 0.04% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #282 holding.
Baker Tilly Wealth Management first reported a position in AT&T in Q4 2020 and has held it in 19 quarters since.
Baker Tilly Wealth Management's AT&T position peaked at $1.37M in Q1 2021.
2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.