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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
Q2 		$416K Sell
20,098
-5
-0% -$124 0.13% 129
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
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 Investment Advisors's T Position: Q2 2026 in Review

Beacon Investment Advisors reduced its AT&T (T) stake by 0.02% in Q2 2026, selling an estimated $124 and leaving 20,098 shares worth $416K. The position accounts for 0.13% of the portfolio, ranked #129.

Beacon Investment Advisors first reported a position in T in Q4 2022 and has held it in 15 quarters since. The position peaked at $793K in Q1 2023. 2,687 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Beacon Investment Advisors held 20,098 shares of AT&T worth $416K as of Q2 2026.
  • Beacon Investment Advisors sold 5 AT&T shares in Q2 2026, an estimated $124.
  • AT&T made up 0.13% of Beacon Investment Advisors's portfolio in Q2 2026, its #129 holding.
  • Beacon Investment Advisors first reported a position in AT&T in Q4 2022 and has held it in 15 quarters since.
  • Beacon Investment Advisors's AT&T position peaked at $793K in Q1 2023.
  • 2,687 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

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