Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$757K Sell
36,556
-1,339
-4% -$33.2K 0.14% 135
2026
Q1
$1.1M Sell
37,895
-40,921
-52% -$1.09M 0.22% 91
2025
Q4
$1.96M Buy
78,816
+29,400
+59% +$744K 0.2% 99
2025
Q3
$1.4M Sell
49,416
-8,442
-15% -$240K 0.31% 67
2025
Q2
$1.67M Buy
57,858
+9,900
+21% +$273K 0.36% 63
2025
Q1
$1.36M Sell
47,958
-466
-1% -$11.7K 0.35% 67
2024
Q4
$1.1M Sell
48,424
-690
-1% -$15.5K 0.27% 78
2024
Q3
$1.08M Buy
49,114
+821
+2% +$16.3K 0.46% 54
2024
Q2
$923K Sell
48,293
-301
-0.6% -$5.23K 0.45% 55
2024
Q1
$855K Buy
48,594
+115
+0.2% +$1.96K 0.27% 85
2023
Q4
$813K Buy
48,479
+1,693
+4% +$26.7K 0.3% 80
2023
Q3
$703K Buy
46,786
+794
+2% +$11.6K 0.29% 81
2023
Q2
$734K Buy
+45,992
New +$783K 0.54% 46
2023
Q1
Sell
-41,378
Closed -$762K 194
2022
Q4
$762K Sell
41,378
-46
-0.1% -$823 0.32% 80
2022
Q3
$635K Buy
41,424
+8,355
+25% +$152K 0.3% 85
2022
Q2
$693K Sell
33,069
-7,305
-18% -$146K 0.31% 78
2022
Q1
$721K Sell
40,374
-3,382
-8% -$62.6K 0.3% 80
2021
Q4
$813K Buy
43,756
+13,824
+46% +$258K 0.29% 78
2021
Q3
$611K Sell
29,932
-7,196
-19% -$151K 0.26% 84
2021
Q2
$807K Sell
37,128
-365
-1% -$8.3K 0.43% 53
2021
Q1
$857K Buy
37,493
+11,719
+45% +$259K 0.41% 53
2020
Q4
$560K Buy
25,774
+4
+0% +$86 0.29% 70
2020
Q3
$555K Sell
25,770
-1,814
-7% -$40.5K 0.31% 65
2020
Q2
$630K Buy
27,584
+20
+0.1% +$455 0.38% 56
2020
Q1
$607K Sell
27,564
-1,126
-4% -$30.8K 0.43% 47
2019
Q4
$847K Buy
+28,690
New +$828K 0.56% 40

Other funds holding T

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

BCS Wealth Management reduced its AT&T (T) stake by 3.5% in Q2 2026, selling an estimated $33.2K and leaving 36,556 shares worth $757K. The position accounts for 0.14% of the portfolio, ranked #135.

BCS Wealth Management first reported a position in T in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.96M in Q4 2025. 863 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • BCS Wealth Management held 36,556 shares of AT&T worth $757K as of Q2 2026.
  • BCS Wealth Management sold 1,339 AT&T shares in Q2 2026, an estimated $33.2K.
  • AT&T made up 0.14% of BCS Wealth Management's portfolio in Q2 2026, its #135 holding.
  • BCS Wealth Management first reported a position in AT&T in Q4 2019 and has held it in 26 quarters since.
  • BCS Wealth Management's AT&T position peaked at $1.96M in Q4 2025.
  • 863 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.