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

Concord 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 		$118K Buy
+5,694
New +$141K 0.01% 273
2026
Q1 		– Sell
-5,701
Closed -$142K – 717
2025
Q4 		$142K Sell
5,701
-1,776
-24% -$45K 0.02% 222
2025
Q3 		$211K Buy
7,477
+977
+15% +$27.7K 0.03% 187
2025
Q2 		$188K Sell
6,500
-1,047
-14% -$28.9K 0.03% 206
2025
Q1 		$213K Sell
7,547
-1,984
-21% -$49.9K 0.04% 188
2024
Q4 		$217K Sell
9,531
-5,729
-38% -$129K 0.04% 194
2024
Q3 		$336K Sell
15,260
-172
-1% -$3.42K 0.06% 160
2024
Q2 		$295K Sell
15,432
-435
-3% -$7.56K 0.05% 164
2024
Q1 		$279K Buy
15,867
+99
+0.6% +$1.69K 0.05% 177
2023
Q4 		$265K Sell
15,768
-2,187
-12% -$34.5K 0.05% 170
2023
Q3 		$270K Buy
17,955
+5,246
+41% +$76.9K 0.06% 165
2023
Q2 		$203K Sell
12,709
-370
-3% -$6.3K 0.04% 193
2023
Q1 		$252K Sell
13,079
-117
-0.9% -$2.24K 0.07% 138
2022
Q4 		$243K Sell
13,196
-2,559
-16% -$45.8K 0.07% 143
2022
Q3 		$242K Buy
15,755
+1,184
+8% +$21.5K 0.08% 138
2022
Q2 		$305K Sell
14,571
-5,056
-26% -$101K 0.08% 130
2022
Q1 		$350K Sell
19,627
-1,354
-6% -$25.1K 0.09% 125
2021
Q4 		$390K Buy
20,981
+11,132
+113% +$208K 0.1% 118
2021
Q3 		$201K Sell
9,849
-8,331
-46% -$175K 0.08% 87
2021
Q2 		$395K Sell
18,180
-245
-1% -$5.57K 0.11% 82
2021
Q1 		$421K Buy
18,425
+2,201
+14% +$48.7K 0.14% 75
2020
Q4 		$352K Buy
+16,224
New +$350K 0.27% 47

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

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

Concord Wealth Partners opened a new position in AT&T (T) in Q2 2026: 5,694 shares worth $118K. The stake represents 0.01% of the portfolio and ranks #273 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in T as recently as Q4 2025.

Concord Wealth Partners first reported a position in T in Q4 2020 and has held it in 22 quarters since. The position peaked at $421K in Q1 2021. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Concord Wealth Partners held 5,694 shares of AT&T worth $118K as of Q2 2026.
  • AT&T was a new Concord Wealth Partners position in Q2 2026.
  • AT&T made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #273 holding.
  • Concord Wealth Partners first reported a position in AT&T in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's AT&T position peaked at $421K in Q1 2021.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.