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Brown Shipley & Co’s AT&T T Stock Holding History

Brown Shipley & Co’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
Q3 		$2.64M Buy
108,322
+1,734
+2% +$41.8K 1.27% 21
2026
Q2 		$2.21M Buy
106,588
+13,269
+14% +$329K 1.14% 23
2026
Q1 		$2.71M Buy
93,319
+90,215
+2,906% +$2.41M 1.62% 18
2025
Q4 		$77.1K Buy
+3,104
New +$78.6K 0.04% 46
2024
Q3 		– Sell
-1,920
Closed -$36.7K – 80
2024
Q2 		$36.7K Sell
1,920
-491
-20% -$8.54K 0.02% 59
2024
Q1 		$42.2K Buy
2,411
+1
+0% +$17 0.01% 80
2023
Q4 		$40.4K Hold
2,410
– – 0.02% 73
2023
Q3 		$36.2K Hold
2,410
– – 0.02% 73
2023
Q2 		$38.4K Hold
2,410
– – 0.02% 91
2023
Q1 		$46.3K Buy
+2,410
New +$46.1K 0.03% 78

Other funds holding T

QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Brown Shipley & Co's T Position: Q3 2026 in Review

Brown Shipley & Co increased its AT&T (T) stake by 1.6% in Q3 2026, buying an estimated $41.8K and bringing the position to 108,322 shares worth $2.64M. The position accounts for 1.27% of the portfolio, ranked #21.

Brown Shipley & Co first reported a position in T in Q1 2023 and has held it in 10 quarters since. The position peaked at $2.71M in Q1 2026. 147 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • Brown Shipley & Co held 108,322 shares of AT&T worth $2.64M as of Q3 2026.
  • Brown Shipley & Co bought 1,734 AT&T shares in Q3 2026, an estimated $41.8K.
  • AT&T made up 1.27% of Brown Shipley & Co's portfolio in Q3 2026, its #21 holding.
  • Brown Shipley & Co first reported a position in AT&T in Q1 2023 and has held it in 10 quarters since.
  • Brown Shipley & Co's AT&T position peaked at $2.71M in Q1 2026.
  • 147 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Brown Shipley & Co's 13F filing for Q3 2026, filed 9 Oct 2026.