Bogart Wealth LLC’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
Q1 | $9.12M | Buy |
314,736
+13,707
| +5% | +$366K | 0.35% | 67 |
|
|
2025
Q4 | $7.48M | Buy |
301,029
+7,317
| +2% | +$185K | 0.3% | 80 |
|
|
2025
Q3 | $8.29M | Sell |
293,712
-6,990
| -2% | -$198K | 0.34% | 70 |
|
|
2025
Q2 | $8.7M | Buy |
300,702
+4,223
| +1% | +$116K | 0.37% | 61 |
|
|
2025
Q1 | $8.38M | Sell |
296,479
-217,923
| -42% | -$5.48M | 0.4% | 58 |
|
|
2024
Q4 | $11.7M | Sell |
514,402
-5,280
| -1% | -$119K | 0.56% | 36 |
|
|
2024
Q3 | $11.4M | Sell |
519,682
-4,840
| -0.9% | -$96.3K | 0.54% | 38 |
|
|
2024
Q2 | $10M | Buy |
524,522
+7,375
| +1% | +$128K | 0.51% | 44 |
|
|
2024
Q1 | $9.1M | Buy |
517,147
+8,494
| +2% | +$145K | 0.47% | 48 |
|
|
2023
Q4 | $8.54M | Sell |
508,653
-847
| -0.2% | -$13.4K | 0.48% | 47 |
|
|
2023
Q3 | $7.65M | Buy |
509,500
+8,334
| +2% | +$122K | 0.47% | 49 |
|
|
2023
Q2 | $7.99M | Buy |
501,166
+11,705
| +2% | +$199K | 0.51% | 46 |
|
|
2023
Q1 | $9.42M | Buy |
489,461
+35,595
| +8% | +$680K | 0.63% | 33 |
|
|
2022
Q4 | $8.36M | Buy |
453,866
+22,048
| +5% | +$395K | 0.58% | 34 |
|
|
2022
Q3 | $6.62M | Buy |
431,818
+69,390
| +19% | +$1.26M | 0.55% | 39 |
|
|
2022
Q2 | $7.6M | Buy |
362,428
+346,981
| +2,246% | +$6.92M | 0.67% | 34 |
|
|
2022
Q1 | $276K | Buy |
15,447
+2,845
| +23% | +$52.6K | 0.02% | 144 |
|
|
2021
Q4 | $234K | Buy |
12,602
+593
| +5% | +$11.1K | 0.02% | 148 |
|
|
2021
Q3 | $245K | Sell |
12,009
-2,227
| -16% | -$46.8K | 0.02% | 140 |
|
|
2021
Q2 | $309K | Sell |
14,236
-2,127
| -13% | -$48.4K | 0.03% | 127 |
|
|
2021
Q1 | $374K | Buy |
16,363
+1,751
| +12% | +$38.7K | 0.05% | 112 |
|
|
2020
Q4 | $317K | Buy |
14,612
+1,876
| +15% | +$40.5K | 0.06% | 115 |
|
|
2020
Q3 | $274K | Sell |
12,736
-157
| -1% | -$3.51K | 0.06% | 116 |
|
|
2020
Q2 | $294K | Buy |
12,893
+2,849
| +28% | +$64.9K | 0.07% | 110 |
|
|
2020
Q1 | $221K | Sell |
10,044
-2,801
| -22% | -$76.5K | 0.06% | 116 |
|
|
2019
Q4 | $379K | Buy |
12,845
+969
| +8% | +$28K | 0.12% | 88 |
|
|
2019
Q3 | $339K | Buy |
11,876
+2,775
| +30% | +$73.5K | 0.17% | 73 |
|
|
2019
Q2 | $230K | Buy |
9,101
+292
| +3% | +$7K | 0.14% | 87 |
|
|
2019
Q1 | $208K | Sell |
8,809
-25
| -0.3% | -$575 | 0.1% | 84 |
|
|
2018
Q4 | $190K | Sell |
8,834
-16,506
| -65% | -$384K | 0.09% | 72 |
|
|
2018
Q3 | $643K | Buy |
25,340
+2,110
| +9% | +$51.7K | 0.37% | 43 |
|
|
2018
Q2 | $563K | Buy |
23,230
+476
| +2% | +$11.9K | 0.34% | 44 |
|
|
2018
Q1 | $621K | Buy |
22,754
+4,703
| +26% | +$131K | 0.36% | 43 |
|
|
2017
Q4 | $530K | Buy |
18,051
+11,892
| +193% | +$325K | 0.34% | 45 |
|
|
2017
Q3 | $178K | Buy |
+6,159
| New | +$175K | 0.13% | 66 |
|
Other funds holding T
VCM
VPM
Bogart Wealth LLC's T Position: Q1 2026 in Review
Bogart Wealth LLC increased its AT&T (T) stake by 4.6% in Q1 2026, buying an estimated $366K and bringing the position to 314,736 shares worth $9.12M. The position accounts for 0.35% of the portfolio, ranked #67.
Bogart Wealth LLC first reported a position in T in Q3 2017 and has held it in 35 quarters since. The position peaked at $11.7M in Q4 2024. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.
- Bogart Wealth LLC held 314,736 shares of AT&T worth $9.12M as of Q1 2026.
- Bogart Wealth LLC bought 13,707 AT&T shares in Q1 2026, an estimated $366K.
- AT&T made up 0.35% of Bogart Wealth LLC's portfolio in Q1 2026, its #67 holding.
- Bogart Wealth LLC first reported a position in AT&T in Q3 2017 and has held it in 35 quarters since.
- Bogart Wealth LLC's AT&T position peaked at $11.7M in Q4 2024.
- 2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.
Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.