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Beverly Hills Private Wealth’s AT&T T Stock Holding History

Beverly Hills Private Wealth’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 		$713K Sell
34,421
-15,662
-31% -$389K 0.14% 133
2026
Q1 		$1.45M Sell
50,083
-14,700
-23% -$393K 0.24% 108
2025
Q4 		$1.61M Buy
64,783
+14,330
+28% +$363K 0.28% 97
2025
Q3 		$1.42M Buy
50,453
+5,892
+13% +$167K 0.25% 105
2025
Q2 		$1.29M Sell
44,561
-1,774
-4% -$48.9K 0.24% 110
2025
Q1 		$1.31M Buy
46,335
+3,307
+8% +$83.2K 0.26% 101
2024
Q4 		$980K Buy
43,028
+21,825
+103% +$491K 0.2% 120
2024
Q3 		$466K Sell
21,203
-2,357
-10% -$46.9K 0.09% 198
2024
Q2 		$450K Sell
23,560
-1,879
-7% -$32.7K 0.1% 197
2024
Q1 		$448K Buy
25,439
+14,851
+140% +$254K 0.1% 212
2023
Q4 		$178K Sell
10,588
-3,581
-25% -$56.5K 0.05% 324
2023
Q3 		$213K Sell
14,169
-43,783
-76% -$642K 0.06% 271
2023
Q2 		$811K Buy
57,952
+26,256
+83% +$447K 0.13% 164
2023
Q1 		$610K Buy
31,696
+4,630
+17% +$88.5K 0.19% 119
2022
Q4 		$498K Buy
+27,066
New +$484K 0.22% 111

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

Beverly Hills Private Wealth's T Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its AT&T (T) stake by 31% in Q2 2026, selling an estimated $389K and leaving 34,421 shares worth $713K. The position accounts for 0.14% of the portfolio, ranked #133.

Beverly Hills Private Wealth first reported a position in T in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.61M in Q4 2025. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Beverly Hills Private Wealth held 34,421 shares of AT&T worth $713K as of Q2 2026.
  • Beverly Hills Private Wealth sold 15,662 AT&T shares in Q2 2026, an estimated $389K.
  • AT&T made up 0.14% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #133 holding.
  • Beverly Hills Private Wealth first reported a position in AT&T in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's AT&T position peaked at $1.61M in Q4 2025.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.