Bay Harbor Wealth Management’s AT&T T Stock Holding History

Bay Harbor 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	$100K	Buy	4,830 +4,001	+483%	+$99.3K	0.02%	111
2026 Q1	$24K	Buy	829 +227	+38%	+$6.06K	0.01%	148
2025 Q4	$15K	Buy	602 +173	+40%	+$4.38K	﹤0.01%	155
2025 Q3	$12.1K	Buy	429 +160	+59%	+$4.54K	﹤0.01%	139
2025 Q2	$7.78K	Buy	269 +127	+89%	+$3.5K	﹤0.01%	154
2025 Q1	$4.01K	Buy	+142	New	+$3.57K	﹤0.01%	149
2022 Q4	–	Sell	-2,379	Closed	-$36K	–	206
2022 Q3	$36K	Buy	+2,379	New	+$43.3K	0.02%	110
2021 Q4	–	Sell	-114	Closed	-$2K	–	206
2021 Q3	$2K	Sell	114 -507	-82%	-$10.7K	﹤0.01%	196
2021 Q2	$13K	Sell	621 -1,775	-74%	-$40.4K	0.01%	168
2021 Q1	$55K	Sell	2,396 -8,907	-79%	-$197K	0.03%	136
2020 Q4	$246K	Sell	11,303 -6,280	-36%	-$135K	0.11%	68
2020 Q3	$379K	Sell	17,583 -4,703	-21%	-$105K	0.19%	59
2020 Q2	$509K	Sell	22,286 -639	-3%	-$14.6K	0.27%	48
2020 Q1	$505K	Buy	22,925 +768	+3%	+$21K	0.31%	45
2019 Q4	$654K	Sell	22,157 -471	-2%	-$13.6K	0.35%	40
2019 Q3	$644K	Sell	22,628 -395	-2%	-$10.5K	0.38%	39
2019 Q2	$583K	Sell	23,023 -111	-0.5%	-$2.66K	0.36%	45
2019 Q1	$548K	Buy	23,134 +478	+2%	+$11K	0.37%	45
2018 Q4	$488K	Buy	+22,656	New	+$527K	0.39%	47

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

Bay Harbor Wealth Management's T Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its AT&T (T) stake by 483% in Q2 2026, buying an estimated $99.3K and bringing the position to 4,830 shares worth $100K. The position accounts for 0.02% of the portfolio, ranked #111.

Bay Harbor Wealth Management first reported a position in T in Q4 2018 and has held it in 19 quarters since. The position peaked at $654K in Q4 2019. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

Bay Harbor Wealth Management held 4,830 shares of AT&T worth $100K as of Q2 2026.
Bay Harbor Wealth Management bought 4,001 AT&T shares in Q2 2026, an estimated $99.3K.
AT&T made up 0.02% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #111 holding.
Bay Harbor Wealth Management first reported a position in AT&T in Q4 2018 and has held it in 19 quarters since.
Bay Harbor Wealth Management's AT&T position peaked at $654K in Q4 2019.
2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.