Catherine Avery Investment Management’s AT&T T Stock Holding History

Catherine Avery Investment Management’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	–	Sell	-86	Closed	-$2.5K	–	173
2026 Q1	$2.5K	Hold	86	–	–	﹤0.01%	102
2025 Q4	$2.13K	Buy	86 +1	+1%	+$25	﹤0.01%	133
2025 Q3	$2.4K	Buy	85 +11	+15%	+$312	﹤0.01%	134
2025 Q2	$2.15K	Sell	74 -106	-59%	-$2.92K	﹤0.01%	135
2025 Q1	$5.1K	Buy	180 +27	+18%	+$679	﹤0.01%	116
2024 Q4	$3.49K	Buy	+153	New	+$3.44K	﹤0.01%	122

Other funds holding T

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Catherine Avery Investment Management's T Position: Q2 2026 in Review

Catherine Avery Investment Management sold out of AT&T (T) in Q2 2026, closing a stake of 86 shares — an estimated $2.5K sold.

Catherine Avery Investment Management first reported a position in T in Q4 2024 and held it in 6 quarters. The position peaked at $5.1K in Q1 2025. 2,678 funds tracked by Wall St. Rank hold T as of Q2 2026.

Catherine Avery Investment Management reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
Catherine Avery Investment Management sold 86 AT&T shares in Q2 2026, an estimated $2.5K.
Catherine Avery Investment Management first reported a position in AT&T in Q4 2024 and held it in 6 quarters.
Catherine Avery Investment Management's AT&T position peaked at $5.1K in Q1 2025.
2,678 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.