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CBIZ Investment Advisory Services’s AT&T T Stock Holding History

CBIZ Investment Advisory Services’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 		$88.2K Hold
3,044
– – ﹤0.01% 61
2026
Q1 		$88.2K Sell
3,044
-861
-22% -$23K ﹤0.01% 61
2025
Q4 		$97K Sell
3,905
-70
-2% -$1.77K ﹤0.01% 88
2025
Q3 		$112K Sell
3,975
-241
-6% -$6.84K ﹤0.01% 76
2025
Q2 		$122K Buy
4,216
+234
+6% +$6.45K 0.01% 64
2025
Q1 		$113K Buy
3,982
+446
+13% +$11.2K 0.01% 71
2024
Q4 		$80.5K Buy
3,536
+2,598
+277% +$58.5K ﹤0.01% 83
2024
Q3 		$20.6K Buy
938
+262
+39% +$5.21K ﹤0.01% 184
2024
Q2 		$12.9K Sell
676
-604
-47% -$10.5K ﹤0.01% 236
2024
Q1 		$22.5K Buy
+1,280
New +$21.9K ﹤0.01% 161
2021
Q3 		– Hold
0
– – – 89
2021
Q2 		– Hold
0
– – – 85
2021
Q1 		– Hold
0
– – – 76
2020
Q4 		– Hold
0
– – – 91
2020
Q3 		– Hold
0
– – – 93
2020
Q2 		– Hold
0
– – – 99
2020
Q1 		– Hold
0
– – – 85
2019
Q4 		– Hold
0
– – – 121

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

CBIZ Investment Advisory Services's T Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its AT&T (T) position steady in Q2 2026 at 3,044 shares worth $88.2K. The position accounts for ﹤0.01% of the portfolio, ranked #61.

CBIZ Investment Advisory Services first reported a position in T in Q1 2024 and has held it in 10 quarters since. The position peaked at $122K in Q2 2025. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • CBIZ Investment Advisory Services held 3,044 shares of AT&T worth $88.2K as of Q2 2026.
  • CBIZ Investment Advisory Services left its AT&T share count unchanged in Q2 2026.
  • AT&T made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #61 holding.
  • CBIZ Investment Advisory Services first reported a position in AT&T in Q1 2024 and has held it in 10 quarters since.
  • CBIZ Investment Advisory Services's AT&T position peaked at $122K in Q2 2025.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.