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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concurrent Investment Advisors's T Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its AT&T (T) stake by 16% in Q1 2026, selling an estimated $1.93M and leaving 375,060 shares worth $10.9M. The position accounts for 0.12% of the portfolio, ranked #186.

Concurrent Investment Advisors first reported a position in T in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.6M in Q2 2025. 2,963 funds tracked by Wall St. Rank hold T as of Q1 2026.

Concurrent Investment Advisors held 375,060 shares of AT&T worth $10.9M as of Q1 2026.
Concurrent Investment Advisors sold 72,099 AT&T shares in Q1 2026, an estimated $1.93M.
AT&T made up 0.12% of Concurrent Investment Advisors's portfolio in Q1 2026, its #186 holding.
Concurrent Investment Advisors first reported a position in AT&T in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's AT&T position peaked at $11.6M in Q2 2025.
2,963 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.