Crestwood Advisors Group’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
$2.93M Buy
141,621
+3,936
+3% +$97.7K 0.04% 201
2026
Q1
$3.99M Buy
137,685
+96,679
+236% +$2.58M 0.07% 162
2025
Q4
$1.02M Sell
41,006
-1,765
-4% -$44.7K 0.02% 281
2025
Q3
$1.21M Buy
42,771
+12,712
+42% +$361K 0.02% 271
2025
Q2
$870K Buy
30,059
+4,689
+18% +$129K 0.02% 295
2025
Q1
$717K Buy
25,370
+2,489
+11% +$62.6K 0.01% 303
2024
Q4
$521K Buy
22,881
+3,086
+16% +$69.5K 0.01% 301
2024
Q3
$435K Buy
19,795
+2,360
+14% +$47K 0.01% 311
2024
Q2
$333K Sell
17,435
-5,259
-23% -$91.4K 0.01% 334
2024
Q1
$399K Buy
22,694
+8,554
+60% +$146K 0.01% 309
2023
Q4
$237K Sell
14,140
-9,555
-40% -$151K 0.01% 360
2023
Q3
$356K Buy
+23,695
New +$347K 0.01% 278
2023
Q2
Sell
-11,877
Closed -$229K 266
2023
Q1
$229K Sell
11,877
-6,227
-34% -$119K 0.01% 241
2022
Q4
$333K Sell
18,104
-18,240
-50% -$326K 0.01% 222
2022
Q3
$558K Sell
36,344
-1,588
-4% -$28.9K 0.02% 182
2022
Q2
$795K Sell
37,932
-10,456
-22% -$209K 0.03% 163
2022
Q1
$864K Sell
48,388
-2,292
-5% -$42.4K 0.02% 168
2021
Q4
$942K Sell
50,680
-20,496
-29% -$383K 0.02% 169
2021
Q3
$1.45M Sell
71,176
-4,847
-6% -$102K 0.04% 134
2021
Q2
$1.65M Sell
76,023
-339
-0.4% -$7.71K 0.05% 127
2021
Q1
$1.75M Sell
76,362
-13,583
-15% -$300K 0.05% 121
2020
Q4
$1.95M Sell
89,945
-18,119
-17% -$391K 0.06% 121
2020
Q3
$2.33M Sell
108,064
-79,782
-42% -$1.78M 0.09% 101
2020
Q2
$4.29M Sell
187,846
-5,173
-3% -$118K 0.17% 93
2020
Q1
$4.25M Sell
193,019
-5,875
-3% -$161K 0.21% 87
2019
Q4
$5.87M Buy
198,894
+6,333
+3% +$183K 0.23% 89
2019
Q3
$5.5M Buy
192,561
+66,800
+53% +$1.77M 0.24% 89
2019
Q2
$3.18M Buy
125,761
+68,589
+120% +$1.65M 0.14% 99
2019
Q1
$1.35M Buy
57,172
+775
+1% +$17.8K 0.1% 71
2018
Q4
$1.22M Sell
56,397
-2,011
-3% -$46.8K 0.1% 72
2018
Q3
$1.48M Sell
58,408
-318
-0.5% -$7.79K 0.1% 70
2018
Q2
$1.43M Buy
58,726
+1,206
+2% +$30.3K 0.1% 70
2018
Q1
$1.55M Buy
57,520
+1,536
+3% +$42.7K 0.12% 68
2017
Q4
$1.64M Buy
55,984
+2,648
+5% +$72.3K 0.13% 68
2017
Q3
$1.58M Sell
53,336
-25
-0% -$710 0.14% 68
2017
Q2
$1.57M Sell
53,361
-8,413
-14% -$248K 0.13% 69
2017
Q1
$1.82M Buy
61,774
+4,683
+8% +$147K 0.16% 67
2016
Q4
$1.83M Buy
57,091
+130
+0.2% +$3.84K 0.18% 66
2016
Q3
$1.75M Buy
56,961
+949
+2% +$30K 0.21% 54
2016
Q2
$1.83M Buy
56,012
+7,746
+16% +$231K 0.23% 53
2016
Q1
$1.43M Buy
48,266
+10,213
+27% +$283K 0.17% 58
2015
Q4
$989K Buy
38,053
+17,708
+87% +$449K 0.12% 67
2015
Q3
$501K Buy
20,345
+7,599
+60% +$194K 0.07% 85
2015
Q2
$342K Sell
12,746
-1,962
-13% -$50.7K 0.05% 109
2015
Q1
$363K Sell
14,708
-1,033
-7% -$26.3K 0.05% 97
2014
Q4
$399K Sell
15,741
-1,125
-7% -$29.2K 0.06% 87
2014
Q3
$449K Sell
16,866
-1,457
-8% -$38.8K 0.07% 75
2014
Q2
$489K Buy
18,323
+914
+5% +$24.5K 0.08% 72
2014
Q1
$461K Sell
17,409
-5,756
-25% -$145K 0.08% 74
2013
Q4
$615K Sell
23,165
-15,341
-40% -$404K 0.1% 65
2013
Q3
$984K Buy
38,506
+12,519
+48% +$329K 0.17% 55
2013
Q2
$695K Buy
+25,987
New +$722K 0.13% 58

Other funds holding T

Crestwood Advisors Group's T Position: Q2 2026 in Review

Crestwood Advisors Group increased its AT&T (T) stake by 2.9% in Q2 2026, buying an estimated $97.7K and bringing the position to 141,621 shares worth $2.93M. The position accounts for 0.04% of the portfolio, ranked #201.

Crestwood Advisors Group first reported a position in T in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.87M in Q4 2019. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Crestwood Advisors Group held 141,621 shares of AT&T worth $2.93M as of Q2 2026.
  • Crestwood Advisors Group bought 3,936 AT&T shares in Q2 2026, an estimated $97.7K.
  • AT&T made up 0.04% of Crestwood Advisors Group's portfolio in Q2 2026, its #201 holding.
  • Crestwood Advisors Group first reported a position in AT&T in Q2 2013 and has held it in 52 quarters since.
  • Crestwood Advisors Group's AT&T position peaked at $5.87M in Q4 2019.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.