Balanced Rock Investment Advisors’s AT&T T Stock Holding History

Balanced Rock Investment Advisors’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	–	Sell	-8,097	Closed	-$235K	–	105
2026 Q1	$235K	Buy	+8,097	New	+$216K	0.16%	90
2025 Q4	–	Sell	-8,038	Closed	-$227K	–	96
2025 Q3	$227K	Sell	8,038 -595	-7%	-$16.9K	0.17%	91
2025 Q2	$250K	Buy	8,633 +145	+2%	+$4K	0.2%	88
2025 Q1	$240K	Buy	+8,488	New	+$213K	0.19%	80
2024 Q1	–	Sell	-22,355	Closed	-$375K	–	96
2023 Q4	$375K	Buy	+22,355	New	+$353K	0.33%	69

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

Balanced Rock Investment Advisors's T Position: Q2 2026 in Review

Balanced Rock Investment Advisors sold out of AT&T (T) in Q2 2026, closing a stake of 8,097 shares — an estimated $235K sold.

Balanced Rock Investment Advisors first reported a position in T in Q4 2023 and held it in 5 quarters. The position peaked at $375K in Q4 2023. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

Balanced Rock Investment Advisors reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
Balanced Rock Investment Advisors sold 8,097 AT&T shares in Q2 2026, an estimated $235K.
Balanced Rock Investment Advisors first reported a position in AT&T in Q4 2023 and held it in 5 quarters.
Balanced Rock Investment Advisors's AT&T position peaked at $375K in Q4 2023.
2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.