Beacon Investment Advisory Services’s AT&T T Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$882K Buy
42,588
+7,311
+21% +$181K 0.03% 146
2026
Q1
$1.02M Sell
35,277
-1,870
-5% -$50K 0.04% 132
2025
Q4
$923K Sell
37,147
-130
-0.3% -$3.29K 0.04% 137
2025
Q3
$1.05M Sell
37,277
-1,235
-3% -$35.1K 0.04% 131
2025
Q2
$1.11M Buy
38,512
+754
+2% +$20.8K 0.05% 127
2025
Q1
$1.07M Sell
37,758
-1,912
-5% -$48.1K 0.05% 128
2024
Q4
$903K Buy
39,670
+14,584
+58% +$328K 0.04% 137
2024
Q3
$552K Sell
25,086
-988
-4% -$19.7K 0.02% 168
2024
Q2
$498K Buy
26,074
+14,508
+125% +$252K 0.02% 174
2024
Q1
$204K Buy
11,566
+443
+4% +$7.57K 0.01% 255
2023
Q4
$187K Sell
11,123
-2,570
-19% -$40.6K 0.01% 259
2023
Q3
$206K Sell
13,693
-2,456
-15% -$36K 0.01% 267
2023
Q2
$258K Buy
16,149
+131
+0.8% +$2.23K 0.01% 248
2023
Q1
$308K Buy
16,018
+100
+0.6% +$1.91K 0.02% 229
2022
Q4
$293K Sell
15,918
-2,569
-14% -$46K 0.02% 233
2022
Q3
$284K Sell
18,487
-968
-5% -$17.6K 0.02% 238
2022
Q2
$408K Sell
19,455
-25,307
-57% -$505K 0.02% 208
2022
Q1
$799K Sell
44,762
-95,254
-68% -$1.76M 0.03% 178
2021
Q4
$2.6M Sell
140,016
-59,243
-30% -$1.11M 0.1% 124
2021
Q3
$4.07M Buy
199,259
+10,290
+5% +$216K 0.17% 102
2021
Q2
$4.11M Sell
188,969
-21,584
-10% -$491K 0.17% 104
2021
Q1
$4.81M Buy
210,553
+1,010
+0.5% +$22.3K 0.21% 90
2020
Q4
$4.55M Sell
209,543
-4,731
-2% -$102K 0.21% 86
2020
Q3
$4.61M Buy
214,274
+25,787
+14% +$576K 0.24% 82
2020
Q2
$4.3M Sell
188,487
-6,777
-3% -$154K 0.25% 77
2020
Q1
$4.3M Buy
195,264
+5,588
+3% +$153K 0.3% 75
2019
Q4
$5.6M Buy
189,676
+14,679
+8% +$424K 0.3% 79
2019
Q3
$5M Buy
174,997
+4,177
+2% +$111K 0.5% 54
2019
Q2
$4.32M Sell
170,820
-8,693
-5% -$208K 0.46% 59
2019
Q1
$4.25M Buy
179,513
+14,054
+8% +$323K 0.45% 63
2018
Q4
$3.57M Sell
165,459
-22,585
-12% -$526K 0.39% 69
2018
Q3
$4.77M Sell
188,044
-3,396
-2% -$83.2K 0.46% 63
2018
Q2
$4.64M Buy
191,440
+429
+0.2% +$10.8K 0.47% 62
2018
Q1
$5.14M Buy
191,011
+20,322
+12% +$566K 0.53% 58
2017
Q4
$5.01M Sell
170,689
-60,721
-26% -$1.66M 0.53% 59
2017
Q3
$6.85M Buy
231,410
+206,179
+817% +$5.85M 0.59% 54
2017
Q2
$719K Buy
25,231
+4,226
+20% +$125K 0.13% 31
2017
Q1
$659K Buy
21,005
+1,598
+8% +$50.3K 0.13% 30
2016
Q4
$623K Buy
19,407
+2,174
+13% +$64.2K 0.12% 28
2016
Q3
$529K Buy
17,233
+471
+3% +$14.9K 0.12% 29
2016
Q2
$547K Sell
16,762
-34
-0.2% -$1.01K 0.12% 27
2016
Q1
$497K Sell
16,796
-73
-0.4% -$2.02K 0.11% 27
2015
Q4
$438K Buy
16,869
+3,695
+28% +$93.7K 0.08% 33
2015
Q3
$324K Sell
13,174
-993
-7% -$25.3K 0.06% 42
2015
Q2
$380K Buy
+14,167
New +$366K 0.06% 42

Other funds holding T

Beacon Investment Advisory Services's T Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its AT&T (T) stake by 21% in Q2 2026, buying an estimated $181K and bringing the position to 42,588 shares worth $882K. The position accounts for 0.03% of the portfolio, ranked #146.

Beacon Investment Advisory Services first reported a position in T in Q2 2015 and has held it in 45 quarters since. The position peaked at $6.85M in Q3 2017. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Beacon Investment Advisory Services held 42,588 shares of AT&T worth $882K as of Q2 2026.
  • Beacon Investment Advisory Services bought 7,311 AT&T shares in Q2 2026, an estimated $181K.
  • AT&T made up 0.03% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #146 holding.
  • Beacon Investment Advisory Services first reported a position in AT&T in Q2 2015 and has held it in 45 quarters since.
  • Beacon Investment Advisory Services's AT&T position peaked at $6.85M in Q3 2017.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.