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Beam Wealth Advisors’s AT&T T Stock Holding History

Beam 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 		$716K Buy
34,573
+233
+0.7% +$5.78K 0.16% 93
2026
Q1 		$996K Sell
34,340
-5,195
-13% -$139K 0.25% 69
2025
Q4 		$982K Sell
39,535
-930
-2% -$23.5K 0.27% 71
2025
Q3 		$1.14M Sell
40,465
-4,938
-11% -$140K 0.31% 65
2025
Q2 		$1.31M Sell
45,403
-3,632
-7% -$100K 0.39% 57
2025
Q1 		$1.39M Buy
49,035
+3,835
+8% +$96.4K 0.47% 52
2024
Q4 		$1.03M Sell
45,200
-1,082
-2% -$24.4K 0.33% 60
2024
Q3 		$1.02M Sell
46,282
-2,855
-6% -$56.8K 0.31% 60
2024
Q2 		$939K Buy
49,137
+22,700
+86% +$395K 0.31% 59
2024
Q1 		$465K Sell
26,437
-3,958
-13% -$67.6K 0.28% 61
2023
Q4 		$510K Sell
30,395
-262
-0.9% -$4.14K 0.32% 54
2023
Q3 		$460K Buy
30,657
+757
+3% +$11.1K 0.33% 54
2023
Q2 		$477K Buy
29,900
+4,529
+18% +$77.1K 0.33% 56
2023
Q1 		$488K Sell
25,371
-1,279
-5% -$24.4K 0.49% 53
2022
Q4 		$491K Sell
26,650
-3,139
-11% -$56.2K 0.51% 53
2022
Q3 		$457K Buy
29,789
+1,019
+4% +$18.5K 0.51% 59
2022
Q2 		$603K Sell
28,770
-1,907
-6% -$38K 0.67% 53
2022
Q1 		$547K Buy
30,677
+4,234
+16% +$78.3K 0.63% 49
2021
Q4 		$491K Sell
26,443
-2,056
-7% -$38.4K 0.56% 52
2021
Q3 		$581K Buy
28,499
+466
+2% +$9.79K 0.5% 65
2021
Q2 		$609K Sell
28,033
-1,682
-6% -$38.3K 0.53% 66
2021
Q1 		$679K Buy
29,715
+2,178
+8% +$48.2K 0.61% 61
2020
Q4 		$598K Sell
27,537
-4,953
-15% -$107K 0.56% 62
2020
Q3 		$700K Buy
32,490
+11,491
+55% +$257K 0.66% 49
2020
Q2 		$484K Sell
20,999
-1,159
-5% -$26.4K 0.49% 62
2020
Q1 		$488K Buy
22,158
+292
+1% +$7.98K 0.48% 68
2019
Q4 		$645K Buy
+21,866
New +$631K 0.6% 48

Other funds holding T

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Beam Wealth Advisors's T Position: Q2 2026 in Review

Beam Wealth Advisors increased its AT&T (T) stake by 0.68% in Q2 2026, buying an estimated $5.78K and bringing the position to 34,573 shares worth $716K. The position accounts for 0.16% of the portfolio, ranked #93.

Beam Wealth Advisors first reported a position in T in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.39M in Q1 2025. 1,203 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Beam Wealth Advisors held 34,573 shares of AT&T worth $716K as of Q2 2026.
  • Beam Wealth Advisors bought 233 AT&T shares in Q2 2026, an estimated $5.78K.
  • AT&T made up 0.16% of Beam Wealth Advisors's portfolio in Q2 2026, its #93 holding.
  • Beam Wealth Advisors first reported a position in AT&T in Q4 2019 and has held it in 27 quarters since.
  • Beam Wealth Advisors's AT&T position peaked at $1.39M in Q1 2025.
  • 1,203 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.