Blue Bell Private Wealth Management’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
$20.2K Hold
975
﹤0.01% 526
2026
Q1
$28.3K Sell
975
-2,019
-67% -$53.9K ﹤0.01% 478
2025
Q4
$74.4K Buy
2,994
+1,040
+53% +$26.3K 0.01% 367
2025
Q3
$55.2K Hold
1,954
0.01% 388
2025
Q2
$56.5K Hold
1,954
0.01% 375
2025
Q1
$55.3K Sell
1,954
-128
-6% -$3.22K 0.01% 365
2024
Q4
$47.4K Buy
2,082
+28
+1% +$630 0.01% 364
2024
Q3
$45.2K Sell
2,054
-24
-1% -$478 0.01% 375
2024
Q2
$39.7K Hold
2,078
0.01% 377
2024
Q1
$36.6K Buy
2,078
+147
+8% +$2.51K 0.01% 392
2023
Q4
$32.4K Sell
1,931
-2,073
-52% -$32.7K 0.01% 375
2023
Q3
$60.1K Hold
4,004
0.02% 249
2023
Q2
$63.9K Buy
4,004
+2,138
+115% +$36.4K 0.02% 237
2023
Q1
$35.9K Hold
1,866
0.01% 259
2022
Q4
$34.4K Hold
1,866
0.01% 248
2022
Q3
$29K Sell
1,866
-800
-30% -$14.6K 0.01% 261
2022
Q2
$56K Sell
2,666
-1,511
-36% -$30.1K 0.02% 207
2022
Q1
$75K Buy
4,177
+1,267
+44% +$23.4K 0.02% 185
2021
Q4
$54K Buy
+2,910
New +$54.4K 0.01% 201

Other funds holding T

Blue Bell Private Wealth Management's T Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its AT&T (T) position steady in Q2 2026 at 975 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Blue Bell Private Wealth Management first reported a position in T in Q4 2021 and has held it in 19 quarters since. The position peaked at $75K in Q1 2022. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Blue Bell Private Wealth Management held 975 shares of AT&T worth $20.2K as of Q2 2026.
  • Blue Bell Private Wealth Management left its AT&T share count unchanged in Q2 2026.
  • AT&T made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #526 holding.
  • Blue Bell Private Wealth Management first reported a position in AT&T in Q4 2021 and has held it in 19 quarters since.
  • Blue Bell Private Wealth Management's AT&T position peaked at $75K in Q1 2022.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.