Burney Company’s AT&T T Stock Holding History

Burney Company’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	$1.02M	Sell	49,244 -2,318	-4%	-$57.5K	0.03%	350
2026 Q1	$1.49M	Sell	51,562 -3,375	-6%	-$90.2K	0.05%	264
2025 Q4	$1.36M	Buy	54,937 +2,167	+4%	+$54.9K	0.04%	293
2025 Q3	$1.49M	Buy	52,770 +1,083	+2%	+$30.8K	0.05%	268
2025 Q2	$1.5M	Sell	51,687 -706	-1%	-$19.5K	0.05%	268
2025 Q1	$1.48M	Buy	52,393 +13,350	+34%	+$336K	0.05%	258
2024 Q4	$889K	Buy	39,043 +1,390	+4%	+$31.3K	0.03%	330
2024 Q3	$828K	Sell	37,653 -740	-2%	-$14.7K	0.03%	353
2024 Q2	$734K	Sell	38,393 -1,091	-3%	-$19K	0.03%	368
2024 Q1	$695K	Sell	39,484 -1,525	-4%	-$26K	0.03%	378
2023 Q4	$688K	Sell	41,009 -1,057	-3%	-$16.7K	0.03%	375
2023 Q3	$632K	Sell	42,066 -1,142	-3%	-$16.7K	0.03%	373
2023 Q2	$689K	Sell	43,208 -3,391	-7%	-$57.8K	0.03%	362
2023 Q1	$897K	Buy	46,599 +154	+0.3%	+$2.94K	0.04%	328
2022 Q4	$855K	Buy	46,445 +353	+0.8%	+$6.32K	0.04%	321
2022 Q3	$707K	Sell	46,092 -550	-1%	-$10K	0.04%	357
2022 Q2	$978K	Sell	46,642 -20,163	-30%	-$402K	0.05%	307
2022 Q1	$1.19M	Buy	66,805 +1,002	+2%	+$18.5K	0.05%	306
2021 Q4	$1.22M	Sell	65,803 -1,720	-3%	-$32.2K	0.05%	298
2021 Q3	$1.38M	Sell	67,523 -17,733	-21%	-$373K	0.06%	265
2021 Q2	$1.85M	Sell	85,256 -4,624	-5%	-$105K	0.09%	243
2021 Q1	$2.06M	Sell	89,880 -6,522	-7%	-$144K	0.1%	219
2020 Q4	$2.09M	Sell	96,402 -44,502	-32%	-$960K	0.11%	205
2020 Q3	$3.03M	Sell	140,904 -135,688	-49%	-$3.03M	0.19%	156
2020 Q2	$6.32M	Sell	276,592 -12,228	-4%	-$278K	0.41%	69
2020 Q1	$6.36M	Buy	288,820 +48,105	+20%	+$1.31M	0.49%	59
2019 Q4	$7.11M	Buy	240,715 +23,302	+11%	+$673K	0.39%	86
2019 Q3	$6.21M	Sell	217,413 -21,938	-9%	-$581K	0.37%	92
2019 Q2	$6.06M	Sell	239,351 -50,383	-17%	-$1.21M	0.37%	93
2019 Q1	$6.86M	Sell	289,734 -42,236	-13%	-$972K	0.43%	75
2018 Q4	$7.16M	Sell	331,970 -39,487	-11%	-$919K	0.5%	58
2018 Q3	$9.42M	Sell	371,457 -44,704	-11%	-$1.1M	0.56%	45
2018 Q2	$10.1M	Buy	416,161 +129,324	+45%	+$3.25M	0.59%	44
2018 Q1	$7.72M	Sell	286,837 -18,305	-6%	-$509K	0.48%	66
2017 Q4	$8.96M	Buy	305,142 +15,677	+5%	+$428K	0.51%	65
2017 Q3	$8.54M	Sell	289,465 -34,232	-11%	-$972K	0.55%	59
2017 Q2	$9.2M	Sell	323,697 -18,046	-5%	-$532K	0.6%	58
2017 Q1	$10.7M	Buy	341,743 +14,971	+5%	+$471K	0.71%	47
2016 Q4	$10.5M	Buy	326,772 +26,542	+9%	+$783K	0.71%	45
2016 Q3	$9.26M	Buy	300,230 +7,304	+2%	+$231K	0.65%	49
2016 Q2	$9.56M	Buy	292,926 +4,757	+2%	+$142K	0.69%	49
2016 Q1	$8.53M	Sell	288,169 -8,530	-3%	-$236K	0.62%	62
2015 Q4	$7.79M	Sell	296,699 -22,560	-7%	-$572K	0.58%	65
2015 Q3	$7.86M	Buy	319,259 +247,538	+345%	+$6.31M	0.61%	58
2015 Q2	$1.92M	Sell	71,721 -3,555	-5%	-$91.9K	0.13%	151
2015 Q1	$1.86M	Buy	75,276 +4,621	+7%	+$117K	0.13%	161
2014 Q4	$1.79M	Sell	70,655 -2,311	-3%	-$60K	0.14%	156
2014 Q3	$1.94M	Buy	72,966 +943	+1%	+$25.1K	0.17%	146
2014 Q2	$1.92M	Sell	72,023 -4,834	-6%	-$129K	0.17%	145
2014 Q1	$2.04M	Sell	76,857 -8,755	-10%	-$220K	0.19%	138
2013 Q4	$2.27M	Sell	85,612 -34,058	-28%	-$896K	0.22%	127
2013 Q3	$3.06M	Sell	119,670 -26,574	-18%	-$698K	0.34%	85
2013 Q2	$3.91M	Buy	+146,244	New	+$4.06M	0.49%	71

Other funds holding T

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return

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

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Burney Company's T Position: Q2 2026 in Review

Burney Company reduced its AT&T (T) stake by 4.5% in Q2 2026, selling an estimated $57.5K and leaving 49,244 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #350.

Burney Company first reported a position in T in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.7M in Q1 2017. 863 funds tracked by Wall St. Rank hold T as of Q2 2026.

Burney Company held 49,244 shares of AT&T worth $1.02M as of Q2 2026.
Burney Company sold 2,318 AT&T shares in Q2 2026, an estimated $57.5K.
AT&T made up 0.03% of Burney Company's portfolio in Q2 2026, its #350 holding.
Burney Company first reported a position in AT&T in Q2 2013 and has held it in 53 quarters since.
Burney Company's AT&T position peaked at $10.7M in Q1 2017.
863 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.