Close Asset Management’s AT&T T Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$36K Hold
1,723
﹤0.01% 181
2026
Q1
$50K Hold
1,723
﹤0.01% 172
2025
Q4
$43K Hold
1,723
﹤0.01% 181
2025
Q3
$49K Sell
1,723
-2,500
-59% -$71K ﹤0.01% 172
2025
Q2
$122K Hold
4,223
﹤0.01% 139
2025
Q1
$120K Hold
4,223
﹤0.01% 133
2024
Q4
$96K Hold
4,223
﹤0.01% 140
2024
Q3
$93K Buy
4,223
+1,323
+46% +$26.3K ﹤0.01% 142
2024
Q2
$55K Hold
2,900
﹤0.01% 157
2024
Q1
$51K Sell
2,900
-750
-21% -$12.8K ﹤0.01% 159
2023
Q4
$61K Hold
3,650
﹤0.01% 145
2023
Q3
$55K Hold
3,650
﹤0.01% 141
2023
Q2
$58K Buy
3,650
+2,500
+217% +$42.6K ﹤0.01% 154
2023
Q1
$22K Hold
1,150
﹤0.01% 176
2022
Q4
$21K Sell
1,150
-15,000
-93% -$268K ﹤0.01% 148
2022
Q3
$248K Hold
16,150
0.01% 83
2022
Q2
$339K Sell
16,150
-9,933
-38% -$198K 0.02% 88
2022
Q1
$485K Hold
26,083
0.02% 69
2021
Q4
$485K Sell
26,083
-173,676
-87% -$3.25M 0.02% 69
2021
Q3
$4.08M Sell
199,759
-14,266
-7% -$300K 0.2% 36
2021
Q2
$4.65M Sell
214,025
-12,154
-5% -$276K 0.22% 35
2021
Q1
$5.17M Sell
226,179
-3,998
-2% -$88.4K 0.28% 35
2020
Q4
$5M Sell
230,177
-3,211
-1% -$69.2K 0.38% 28
2020
Q3
$5.02M Sell
233,388
-1,258
-0.5% -$28.1K 0.34% 29
2020
Q2
$5.35M Sell
234,646
-10,261
-4% -$234K 0.4% 30
2020
Q1
$5.39M Sell
244,907
-19,442
-7% -$531K 0.48% 27
2019
Q4
$7.8M Buy
264,349
+15,028
+6% +$434K 0.61% 24
2019
Q3
$7.12M Sell
249,321
-5,399
-2% -$143K 0.63% 25
2019
Q2
$6.44M Buy
254,720
+27,959
+12% +$671K 0.5% 25
2019
Q1
$5.37M Buy
226,761
+224,510
+9,974% +$5.16M 0.46% 24
2018
Q4
$22K Sell
2,251
-258,014
-99% -$6.01M ﹤0.01% 139
2018
Q3
$5.74M Buy
260,265
+1,137
+0.4% +$27.9K 0.46% 27
2018
Q2
$6.87M Hold
259,128
0.58% 28
2018
Q1
$6.87M Sell
259,128
-9,187
-3% -$256K 0.56% 29
2017
Q4
$7.88M Sell
268,315
-7,224
-3% -$197K 0.71% 29
2017
Q3
$8.15M Sell
275,539
-197,300
-42% -$5.6M 0.81% 29
2017
Q2
$13.5M Sell
472,839
-10,238
-2% -$302K 1.5% 21
2017
Q1
$15.2M Buy
483,077
+166,151
+52% +$5.23M 1.6% 20
2016
Q4
$10.2M Buy
+316,926
New +$9.35M 1.54% 18

Other funds holding T

Close Asset Management's T Position: Q2 2026 in Review

Close Asset Management held its AT&T (T) position steady in Q2 2026 at 1,723 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #181.

Close Asset Management first reported a position in T in Q4 2016 and has held it in 39 quarters since. The position peaked at $15.2M in Q1 2017. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Close Asset Management held 1,723 shares of AT&T worth $36K as of Q2 2026.
  • Close Asset Management left its AT&T share count unchanged in Q2 2026.
  • AT&T made up ﹤0.01% of Close Asset Management's portfolio in Q2 2026, its #181 holding.
  • Close Asset Management first reported a position in AT&T in Q4 2016 and has held it in 39 quarters since.
  • Close Asset Management's AT&T position peaked at $15.2M in Q1 2017.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Close Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.