Beacon Investment Advisors’s AT&T T Stock Holding History

Beacon 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 Q1	$583K	Sell	20,103 -844	-4%	-$22.5K	0.22%	97
2025 Q4	$520K	Sell	20,947 -2,006	-9%	-$50.8K	0.21%	100
2025 Q3	$648K	Buy	22,953 +74	+0.3%	+$2.1K	0.27%	87
2025 Q2	$642K	Buy	22,879 +106	+0.5%	+$2.92K	0.28%	85
2025 Q1	$644K	Buy	22,773 +129	+0.6%	+$3.24K	0.3%	85
2024 Q4	$516K	Sell	22,644 -1,987	-8%	-$44.7K	0.24%	98
2024 Q3	$542K	Sell	24,631 -159	-0.6%	-$3.16K	0.26%	95
2024 Q2	$474K	Buy	24,790 +199	+0.8%	+$3.46K	0.24%	98
2024 Q1	$433K	Sell	24,591 -120	-0.5%	-$2.05K	0.25%	92
2023 Q4	$415K	Sell	24,711 -993	-4%	-$15.7K	0.26%	87
2023 Q3	$386K	Sell	25,704 -2,046	-7%	-$30K	0.27%	89
2023 Q2	$443K	Sell	27,750 -13,448	-33%	-$229K	0.3%	86
2023 Q1	$793K	Sell	41,198 -1,685	-4%	-$32.2K	0.58%	56
2022 Q4	$789K	Buy	+42,883	New	+$768K	0.66%	50

Other funds holding T

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Investment Advisors's T Position: Q1 2026 in Review

Beacon Investment Advisors reduced its AT&T (T) stake by 4% in Q1 2026, selling an estimated $22.5K and leaving 20,103 shares worth $583K. The position accounts for 0.22% of the portfolio, ranked #97.

Beacon Investment Advisors first reported a position in T in Q4 2022 and has held it in 14 quarters since. The position peaked at $793K in Q1 2023. 2,963 funds tracked by Wall St. Rank hold T as of Q1 2026.

Beacon Investment Advisors held 20,103 shares of AT&T worth $583K as of Q1 2026.
Beacon Investment Advisors sold 844 AT&T shares in Q1 2026, an estimated $22.5K.
AT&T made up 0.22% of Beacon Investment Advisors's portfolio in Q1 2026, its #97 holding.
Beacon Investment Advisors first reported a position in AT&T in Q4 2022 and has held it in 14 quarters since.
Beacon Investment Advisors's AT&T position peaked at $793K in Q1 2023.
2,963 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.