Connecticut Wealth 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
$270K Sell
13,053
-15
-0.1% -$372 0.01% 305
2026
Q1
$379K Buy
13,068
+1,795
+16% +$48K 0.02% 255
2025
Q4
$280K Sell
11,273
-306
-3% -$7.75K 0.01% 275
2025
Q3
$327K Buy
11,579
+395
+4% +$11.2K 0.01% 265
2025
Q2
$324K Sell
11,184
-10
-0.1% -$276 0.02% 251
2025
Q1
$317K Sell
11,194
-1,165
-9% -$29.3K 0.02% 254
2024
Q4
$281K Buy
12,359
+1,117
+10% +$25.1K 0.01% 232
2024
Q3
$247K Sell
11,242
-4,473
-28% -$89K 0.01% 286
2024
Q2
$300K Buy
15,715
+4,555
+41% +$79.2K 0.02% 263
2024
Q1
$196K Sell
11,160
-10,441
-48% -$178K 0.01% 318
2023
Q4
$362K Buy
21,601
+620
+3% +$9.79K 0.02% 246
2023
Q3
$315K Buy
20,981
+7,278
+53% +$107K 0.02% 221
2023
Q2
$219K Buy
13,703
+811
+6% +$13.8K 0.02% 243
2023
Q1
$248K Sell
12,892
-1,019
-7% -$19.5K 0.02% 221
2022
Q4
$256K Sell
13,911
-4,003
-22% -$71.7K 0.02% 170
2022
Q3
$275K Sell
17,914
-1,712
-9% -$31.1K 0.03% 156
2022
Q2
$411K Sell
19,626
-1,566
-7% -$31.2K 0.04% 129
2022
Q1
$378K Buy
21,192
+1,723
+9% +$31.9K 0.03% 136
2021
Q4
$362K Sell
19,469
-13,558
-41% -$253K 0.03% 143
2021
Q3
$674K Sell
33,027
-413
-1% -$8.68K 0.06% 102
2021
Q2
$727K Sell
33,440
-8,369
-20% -$190K 0.06% 93
2021
Q1
$956K Sell
41,809
-352
-0.8% -$7.78K 0.09% 69
2020
Q4
$916K Buy
42,161
+4
+0% +$86 0.1% 79
2020
Q3
$908K Buy
42,157
+11,660
+38% +$261K 0.1% 87
2020
Q2
$696K Sell
30,497
-1,356
-4% -$30.9K 0.09% 71
2020
Q1
$701K Sell
31,853
-1,561
-5% -$42.6K 0.1% 77
2019
Q4
$986K Buy
33,414
+1,357
+4% +$39.2K 0.11% 83
2019
Q3
$916K Buy
32,057
+12,985
+68% +$344K 0.11% 82
2019
Q2
$483K Sell
19,072
-2,811
-13% -$67.4K 0.06% 100
2019
Q1
$518K Sell
21,883
-1,482
-6% -$34.1K 0.18% 38
2018
Q4
$504K Sell
23,365
-3,372
-13% -$78.5K 0.22% 39
2018
Q3
$676K Buy
26,737
+955
+4% +$23.4K 0.3% 32
2018
Q2
$627K Buy
25,782
+4,013
+18% +$101K 0.3% 31
2018
Q1
$577K Buy
21,769
+2,024
+10% +$56.3K 0.33% 30
2017
Q4
$570K Sell
19,745
-819
-4% -$22.4K 0.31% 32
2017
Q3
$595K Sell
20,564
-6,865
-25% -$195K 0.35% 33
2017
Q2
$763K Sell
27,429
-1,058
-4% -$31.2K 0.46% 27
2017
Q1
$893K Buy
28,487
+1,324
+5% +$41.7K 0.54% 26
2016
Q4
$833K Buy
27,163
+908
+3% +$26.8K 0.53% 22
2016
Q3
$791K Buy
+26,255
New +$830K 0.57% 23

Other funds holding T

Connecticut Wealth Management's T Position: Q2 2026 in Review

Connecticut Wealth Management reduced its AT&T (T) stake by 0.11% in Q2 2026, selling an estimated $372 and leaving 13,053 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #305.

Connecticut Wealth Management first reported a position in T in Q3 2016 and has held it in 40 quarters since. The position peaked at $986K in Q4 2019. 1,275 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Connecticut Wealth Management held 13,053 shares of AT&T worth $270K as of Q2 2026.
  • Connecticut Wealth Management sold 15 AT&T shares in Q2 2026, an estimated $372.
  • AT&T made up 0.01% of Connecticut Wealth Management's portfolio in Q2 2026, its #305 holding.
  • Connecticut Wealth Management first reported a position in AT&T in Q3 2016 and has held it in 40 quarters since.
  • Connecticut Wealth Management's AT&T position peaked at $986K in Q4 2019.
  • 1,275 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.