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Beacon Harbor Wealth Advisors’s AT&T T Stock Holding History

Beacon Harbor Wealth 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
-7,202
Closed -$209K – 84
2026
Q1 		$209K Buy
+7,202
New +$192K 0.04% 67
2023
Q1 		– Sell
-15,345
Closed -$283K – 92
2022
Q4 		$283K Buy
+15,345
New +$275K 0.1% 67
2022
Q2 		$531K Sell
25,345
-8,212
-24% -$164K 0.19% 56
2022
Q1 		$599K Buy
33,557
+13,240
+65% +$245K 0.2% 53
2021
Q4 		$377K Buy
20,317
+2,648
+15% +$49.5K 0.12% 63
2021
Q3 		$360K Sell
17,669
-3,592
-17% -$75.5K 0.13% 62
2021
Q2 		$462K Sell
21,261
-162,570
-88% -$3.7M 0.17% 56
2021
Q1 		$4.2M Buy
183,831
+8,691
+5% +$192K 1.68% 21
2020
Q4 		$3.8M Buy
175,140
+36,483
+26% +$787K 1.55% 26
2020
Q3 		$2.99M Buy
138,657
+3,015
+2% +$67.4K 1.46% 31
2020
Q2 		$3.1M Buy
135,642
+4,058
+3% +$92.4K 1.78% 22
2020
Q1 		$2.9M Buy
131,584
+38,139
+41% +$1.04M 2.19% 21
2019
Q4 		$2.76M Buy
93,445
+467
+0.5% +$13.5K 1.63% 18
2019
Q3 		$2.66M Buy
92,978
+2,250
+2% +$59.6K 1.7% 16
2019
Q2 		$2.3M Buy
+90,728
New +$2.18M 2.1% 10

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Beacon Harbor Wealth Advisors's T Position: Q2 2026 in Review

Beacon Harbor Wealth Advisors sold out of AT&T (T) in Q2 2026, closing a stake of 7,202 shares — an estimated $209K sold.

Beacon Harbor Wealth Advisors first reported a position in T in Q2 2019 and held it in 15 quarters. The position peaked at $4.2M in Q1 2021. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Beacon Harbor Wealth Advisors reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 7,202 AT&T shares in Q2 2026, an estimated $209K.
  • Beacon Harbor Wealth Advisors first reported a position in AT&T in Q2 2019 and held it in 15 quarters.
  • Beacon Harbor Wealth Advisors's AT&T position peaked at $4.2M in Q1 2021.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.