BFA
T icon

Beaumont Financial Advisors’s AT&T T Stock Holding History

Beaumont Financial 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 		$438K Sell
15,124
-48
-0.3% -$1.28K 0.03% 253
2025
Q4 		$377K Buy
15,172
+32
+0.2% +$810 0.02% 268
2025
Q3 		$428K Sell
15,140
-6
-0% -$170 0.03% 258
2025
Q2 		$438K Buy
15,146
+1,102
+8% +$30.4K 0.03% 242
2025
Q1 		$397K Buy
14,044
+1,091
+8% +$27.4K 0.03% 254
2024
Q4 		$295K Sell
12,953
-136
-1% -$3.06K 0.02% 294
2024
Q3 		$288K Sell
13,089
-319
-2% -$6.35K 0.02% 280
2024
Q2 		$256K Sell
13,408
-1,768
-12% -$30.7K 0.02% 297
2024
Q1 		$267K Sell
15,176
-277
-2% -$4.73K 0.02% 296
2023
Q4 		$259K Sell
15,453
-365
-2% -$5.76K 0.02% 287
2023
Q3 		$238K Sell
15,818
-4,917
-24% -$72.1K 0.02% 284
2023
Q2 		$331K Buy
20,735
+577
+3% +$9.83K 0.03% 251
2023
Q1 		$388K Sell
20,158
-271
-1% -$5.18K 0.04% 208
2022
Q4 		$376K Buy
20,429
+653
+3% +$11.7K 0.04% 208
2022
Q3 		$303K Buy
19,776
+1,139
+6% +$20.7K 0.03% 237
2022
Q2 		$391K Sell
18,637
-3,572
-16% -$71.2K 0.04% 207
2022
Q1 		$396K Sell
22,209
-2,950
-12% -$54.6K 0.03% 239
2021
Q4 		$467K Sell
25,159
-5,600
-18% -$105K 0.03% 222
2021
Q3 		$627K Sell
30,759
-6,468
-17% -$136K 0.05% 187
2021
Q2 		$809K Sell
37,227
-1,357
-4% -$30.9K 0.06% 163
2021
Q1 		$882K Sell
38,584
-2,788
-7% -$61.6K 0.07% 151
2020
Q4 		$899K Sell
41,372
-1,861
-4% -$40.1K 0.08% 146
2020
Q3 		$931K Sell
43,233
-6,151
-12% -$137K 0.09% 151
2020
Q2 		$1.13M Buy
49,384
+1,159
+2% +$26.4K 0.12% 129
2020
Q1 		$1.06M Sell
48,225
-1,944
-4% -$53.1K 0.13% 101
2019
Q4 		$1.48M Buy
50,169
+19,322
+63% +$558K 0.15% 106
2019
Q3 		$882K Buy
30,847
+7,417
+32% +$197K 0.09% 137
2019
Q2 		$593K Buy
23,430
+3,152
+16% +$75.6K 0.06% 141
2019
Q1 		$480K Buy
20,278
+1,795
+10% +$41.3K 0.05% 156
2018
Q4 		$398K Buy
18,483
+267
+1% +$6.21K 0.06% 140
2018
Q3 		$462K Sell
18,216
-378
-2% -$9.26K 0.05% 155
2018
Q2 		$451K Sell
18,594
-255,508
-93% -$6.41M 0.05% 140
2018
Q1 		$7.38M Buy
274,102
+11,540
+4% +$321K 0.82% 40
2017
Q4 		$7.71M Sell
262,562
-15,417
-6% -$421K 0.9% 40
2017
Q3 		$8.22M Buy
277,979
+8,959
+3% +$254K 1.03% 37
2017
Q2 		$7.67M Buy
269,020
+4,825
+2% +$142K 0.99% 38
2017
Q1 		$8.29M Buy
264,195
+5,761
+2% +$181K 1.13% 32
2016
Q4 		$8.3M Buy
258,434
+57,062
+28% +$1.68M 1.26% 27
2016
Q3 		$6.18M Sell
201,372
-17,198
-8% -$544K 0.98% 38
2016
Q2 		$7.13M Sell
218,570
-510
-0.2% -$15.2K 1.17% 30
2016
Q1 		$5.4M Buy
219,080
+7,816
+4% +$216K 0.88% 41
2015
Q4 		$5.49M Buy
211,264
+36,313
+21% +$921K 0.91% 43
2015
Q3 		$4.69M Hold
174,951
– – 0.68% 54
2015
Q2 		$4.69M Sell
174,951
-55,535
-24% -$1.44M 0.68% 54
2015
Q1 		$5.68M Sell
230,486
-17,895
-7% -$455K 0.2% 71
2014
Q4 		$6.3M Sell
248,381
-4,285
-2% -$111K 0.3% 70
2014
Q3 		$6.72M Sell
252,666
-6,330
-2% -$168K 0.44% 64
2014
Q2 		$6.92M Sell
258,996
-137,077
-35% -$3.67M 0.49% 64
2014
Q1 		$10.5M Sell
396,073
-105,307
-21% -$2.64M 0.86% 37
2013
Q4 		$13.3M Buy
501,380
+9,262
+2% +$244K 1.1% 42
2013
Q3 		$12.6M Sell
492,118
-15,230
-3% -$400K 1.12% 34
2013
Q2 		$13.6M Buy
+507,348
New +$14.1M 1.25% 28

Other funds holding T

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beaumont Financial Advisors's T Position: Q1 2026 in Review

Beaumont Financial Advisors reduced its AT&T (T) stake by 0.32% in Q1 2026, selling an estimated $1.28K and leaving 15,124 shares worth $438K. The position accounts for 0.03% of the portfolio, ranked #253.

Beaumont Financial Advisors first reported a position in T in Q2 2013 and has held it in 52 quarters since. The position peaked at $13.6M in Q2 2013. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Beaumont Financial Advisors held 15,124 shares of AT&T worth $438K as of Q1 2026.
  • Beaumont Financial Advisors sold 48 AT&T shares in Q1 2026, an estimated $1.28K.
  • AT&T made up 0.03% of Beaumont Financial Advisors's portfolio in Q1 2026, its #253 holding.
  • Beaumont Financial Advisors first reported a position in AT&T in Q2 2013 and has held it in 52 quarters since.
  • Beaumont Financial Advisors's AT&T position peaked at $13.6M in Q2 2013.
  • 2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.