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Beacon Financial Advisory’s AT&T T Stock Holding History

Beacon Financial Advisory’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
Q1 		$997K Buy
34,398
+1,029
+3% +$27.5K 0.23% 114
2025
Q4 		$829K Sell
33,369
-17,953
-35% -$455K 0.19% 140
2025
Q3 		$1.45M Buy
51,322
+2,537
+5% +$72K 0.34% 73
2025
Q2 		$1.41M Buy
48,785
+19,561
+67% +$539K 0.37% 63
2025
Q1 		$826K Sell
29,224
-422
-1% -$10.6K 0.25% 109
2024
Q4 		$675K Sell
29,646
-60,367
-67% -$1.36M 0.22% 126
2024
Q3 		$1.98M Sell
90,013
-19,690
-18% -$392K 0.67% 28
2024
Q2 		$2.1M Buy
109,703
+16,227
+17% +$282K 0.78% 20
2024
Q1 		$1.65M Buy
93,476
+13,727
+17% +$234K 0.8% 21
2023
Q4 		$1.34M Sell
79,749
-1,302
-2% -$20.6K 0.65% 35
2023
Q3 		$1.22M Sell
81,051
-2,352
-3% -$34.5K 0.67% 36
2023
Q2 		$1.33M Buy
83,403
+8,051
+11% +$137K 0.76% 30
2023
Q1 		$1.45M Buy
75,352
+2,956
+4% +$56.5K 0.92% 22
2022
Q4 		$1.33M Buy
72,396
+4,052
+6% +$72.5K 0.95% 23
2022
Q3 		$1.05M Sell
68,344
-3,952
-5% -$71.9K 0.75% 36
2022
Q2 		$1.51M Sell
72,296
-23,985
-25% -$478K 0.86% 30
2022
Q1 		$1.72M Buy
96,281
+8,009
+9% +$148K 0.82% 29
2021
Q4 		$1.64M Sell
88,272
-3,749
-4% -$70.1K 0.76% 31
2021
Q3 		$1.88M Buy
92,021
+16,509
+22% +$347K 0.98% 26
2021
Q2 		$1.64M Buy
75,512
+8,537
+13% +$194K 0.88% 27
2021
Q1 		$1.53M Buy
66,975
+4,625
+7% +$102K 0.88% 25
2020
Q4 		$1.35M Buy
62,350
+24,063
+63% +$519K 0.88% 30
2020
Q3 		$824K Buy
38,287
+15,631
+69% +$349K 0.72% 36
2020
Q2 		$517K Buy
22,656
+2,318
+11% +$52.8K 0.56% 50
2020
Q1 		$447K Buy
20,338
+199
+1% +$5.44K 0.57% 56
2019
Q4 		$594K Buy
+20,139
New +$582K 0.51% 58

Other funds holding T

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Financial Advisory's T Position: Q1 2026 in Review

Beacon Financial Advisory increased its AT&T (T) stake by 3.1% in Q1 2026, buying an estimated $27.5K and bringing the position to 34,398 shares worth $997K. The position accounts for 0.23% of the portfolio, ranked #114.

Beacon Financial Advisory first reported a position in T in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.1M in Q2 2024. 2,965 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Beacon Financial Advisory held 34,398 shares of AT&T worth $997K as of Q1 2026.
  • Beacon Financial Advisory bought 1,029 AT&T shares in Q1 2026, an estimated $27.5K.
  • AT&T made up 0.23% of Beacon Financial Advisory's portfolio in Q1 2026, its #114 holding.
  • Beacon Financial Advisory first reported a position in AT&T in Q4 2019 and has held it in 26 quarters since.
  • Beacon Financial Advisory's AT&T position peaked at $2.1M in Q2 2024.
  • 2,965 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.