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Concurrent Investment Advisors’s AT&T T Stock Holding History

Concurrent Investment Advisors’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 		$8.28M Buy
399,881
+24,821
+7% +$616K 0.07% 307
2026
Q1 		$10.9M Sell
375,060
-72,099
-16% -$1.93M 0.12% 186
2025
Q4 		$11.1M Buy
447,159
+88,507
+25% +$2.24M 0.13% 169
2025
Q3 		$10.1M Sell
358,652
-42,817
-11% -$1.22M 0.17% 124
2025
Q2 		$11.6M Buy
401,469
+87,816
+28% +$2.42M 0.22% 100
2025
Q1 		$8.87M Buy
313,653
+35,606
+13% +$895K 0.22% 104
2024
Q4 		$6.33M Buy
278,047
+470
+0.2% +$10.6K 0.17% 124
2024
Q3 		$6.11M Sell
277,577
-73,239
-21% -$1.46M 0.18% 119
2024
Q2 		$6.7M Buy
350,816
+117,223
+50% +$2.04M 0.22% 106
2024
Q1 		$4.11M Sell
233,593
-4,460
-2% -$76.2K 0.17% 139
2023
Q4 		$3.99M Buy
+238,053
New +$3.76M 0.19% 132

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's T Position: Q2 2026 in Review

Concurrent Investment Advisors increased its AT&T (T) stake by 6.6% in Q2 2026, buying an estimated $616K and bringing the position to 399,881 shares worth $8.28M. The position accounts for 0.07% of the portfolio, ranked #307.

Concurrent Investment Advisors first reported a position in T in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.6M in Q2 2025. 2,696 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Concurrent Investment Advisors held 399,881 shares of AT&T worth $8.28M as of Q2 2026.
  • Concurrent Investment Advisors bought 24,821 AT&T shares in Q2 2026, an estimated $616K.
  • AT&T made up 0.07% of Concurrent Investment Advisors's portfolio in Q2 2026, its #307 holding.
  • Concurrent Investment Advisors first reported a position in AT&T in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's AT&T position peaked at $11.6M in Q2 2025.
  • 2,696 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.