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BSW Wealth Partners’s AT&T T Stock Holding History

BSW Wealth Partners’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 		$634K Sell
30,614
-1,381
-4% -$34.3K 0.07% 152
2026
Q1 		$928K Sell
31,995
-5,648
-15% -$151K 0.11% 105
2025
Q4 		$935K Sell
37,643
-1,138
-3% -$28.8K 0.11% 107
2025
Q3 		$1.1M Buy
38,781
+1,433
+4% +$40.7K 0.14% 86
2025
Q2 		$1.08M Sell
37,348
-141
-0.4% -$3.89K 0.15% 86
2025
Q1 		$1.06M Sell
37,489
-266
-0.7% -$6.69K 0.16% 78
2024
Q4 		$860K Buy
37,755
+5,340
+16% +$120K 0.13% 98
2024
Q3 		$713K Buy
32,415
+3,994
+14% +$79.5K 0.11% 112
2024
Q2 		$543K Buy
28,421
+1,194
+4% +$20.8K 0.09% 124
2024
Q1 		$479K Buy
27,227
+696
+3% +$11.9K 0.08% 142
2023
Q4 		$445K Buy
26,531
+435
+2% +$6.87K 0.09% 135
2023
Q3 		$392K Buy
26,096
+2,731
+12% +$40K 0.09% 133
2023
Q2 		$373K Buy
23,365
+470
+2% +$8.01K 0.08% 154
2023
Q1 		$441K Buy
22,895
+2,964
+15% +$56.6K 0.09% 157
2022
Q4 		$367K Sell
19,931
-11,471
-37% -$205K 0.08% 181
2022
Q3 		$482K Buy
31,402
+1,197
+4% +$21.8K 0.12% 119
2022
Q2 		$633K Sell
30,205
-7,479
-20% -$149K 0.15% 94
2022
Q1 		$673K Buy
37,684
+14,370
+62% +$266K 0.17% 99
2021
Q4 		$433K Sell
23,314
-6,043
-21% -$113K 0.11% 139
2021
Q3 		$599K Buy
29,357
+3,021
+11% +$63.5K 0.17% 88
2021
Q2 		$572K Buy
26,336
+558
+2% +$12.7K 0.16% 90
2021
Q1 		$589K Buy
25,778
+6,592
+34% +$146K 0.17% 78
2020
Q4 		$417K Buy
19,186
+5,906
+44% +$127K 0.13% 95
2020
Q3 		$286K Buy
13,280
+4,385
+49% +$98K 0.11% 105
2020
Q2 		$203K Buy
+8,895
New +$203K 0.07% 134
2020
Q1 		– Sell
-13,954
Closed -$412K – 134
2019
Q4 		$412K Buy
13,954
+6,691
+92% +$193K 0.14% 74
2019
Q3 		$208K Buy
+7,263
New +$192K 0.08% 99
2015
Q1 		– Sell
-14,346
Closed -$364K – 56
2014
Q4 		$364K Sell
14,346
-121
-0.8% -$3.14K 0.29% 41
2014
Q3 		$385K Buy
+14,467
New +$385K 0.3% 35
2014
Q1 		– Sell
-14,093
Closed -$374K – 55
2013
Q4 		$374K Hold
14,093
– – 0.3% 33
2013
Q3 		$360K Sell
14,093
-198
-1% -$5.2K 0.31% 33
2013
Q2 		$382K Buy
+14,291
New +$397K 0.34% 31

Other funds holding T

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TC
Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

BSW Wealth Partners's T Position: Q2 2026 in Review

BSW Wealth Partners reduced its AT&T (T) stake by 4.3% in Q2 2026, selling an estimated $34.3K and leaving 30,614 shares worth $634K. The position accounts for 0.07% of the portfolio, ranked #152.

BSW Wealth Partners first reported a position in T in Q2 2013 and has held it in 32 quarters since. The position peaked at $1.1M in Q3 2025. 474 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • BSW Wealth Partners held 30,614 shares of AT&T worth $634K as of Q2 2026.
  • BSW Wealth Partners sold 1,381 AT&T shares in Q2 2026, an estimated $34.3K.
  • AT&T made up 0.07% of BSW Wealth Partners's portfolio in Q2 2026, its #152 holding.
  • BSW Wealth Partners first reported a position in AT&T in Q2 2013 and has held it in 32 quarters since.
  • BSW Wealth Partners's AT&T position peaked at $1.1M in Q3 2025.
  • 474 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.