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CWS Financial Advisors’s AT&T T Stock Holding History

CWS Financial 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 		$388K Buy
18,723
+184
+1% +$4.57K 0.09% 112
2026
Q1 		$537K Buy
18,539
+369
+2% +$9.86K 0.14% 91
2025
Q4 		$451K Sell
18,170
-1,169
-6% -$29.6K 0.12% 99
2025
Q3 		$546K Sell
19,339
-92
-0.5% -$2.61K 0.15% 79
2025
Q2 		$562K Sell
19,431
-560
-3% -$15.4K 0.16% 72
2025
Q1 		$565K Sell
19,991
-1,048
-5% -$26.4K 0.18% 65
2024
Q4 		$479K Sell
21,039
-69
-0.3% -$1.55K 0.16% 76
2024
Q3 		$464K Buy
21,108
+74
+0.4% +$1.47K 0.16% 70
2024
Q2 		$402K Sell
21,034
-270
-1% -$4.7K 0.16% 70
2024
Q1 		$375K Sell
21,304
-3,896
-15% -$66.5K 0.15% 75
2023
Q4 		$423K Sell
25,200
-748
-3% -$11.8K 0.16% 99
2023
Q3 		$390K Buy
25,948
+152
+0.6% +$2.23K 0.16% 103
2023
Q2 		$411K Sell
25,796
-4,895
-16% -$83.4K 0.16% 98
2023
Q1 		$591K Buy
30,691
+1,685
+6% +$32.2K 0.24% 69
2022
Q4 		$878K Sell
29,006
-622
-2% -$11.1K 0.38% 48
2022
Q3 		$454K Sell
29,628
-582
-2% -$10.6K 0.22% 81
2022
Q2 		$633K Sell
30,210
-11,910
-28% -$238K 0.29% 63
2022
Q1 		$752K Sell
42,120
-120
-0.3% -$2.22K 0.28% 60
2021
Q4 		$785K Buy
+42,240
New +$790K 0.28% 63
2021
Q2 		$926K Buy
42,586
+4,182
+11% +$95.1K 0.37% 47
2021
Q1 		$878K Buy
38,404
+306
+0.8% +$6.77K 0.38% 48
2020
Q4 		$828K Sell
38,098
-15,001
-28% -$323K 0.48% 40
2020
Q3 		$1.14M Sell
53,099
-16,007
-23% -$358K 0.76% 15
2020
Q2 		$1.58M Buy
69,106
+13,248
+24% +$302K 1.14% 10
2020
Q1 		$1.65M Sell
55,858
-168
-0.3% -$4.59K 1.22% 7
2019
Q4 		$1.65M Buy
+56,026
New +$1.62M 1.21% 8

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

CWS Financial Advisors's T Position: Q2 2026 in Review

CWS Financial Advisors increased its AT&T (T) stake by 0.99% in Q2 2026, buying an estimated $4.57K and bringing the position to 18,723 shares worth $388K. The position accounts for 0.09% of the portfolio, ranked #112.

CWS Financial Advisors first reported a position in T in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.65M in Q4 2019. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • CWS Financial Advisors held 18,723 shares of AT&T worth $388K as of Q2 2026.
  • CWS Financial Advisors bought 184 AT&T shares in Q2 2026, an estimated $4.57K.
  • AT&T made up 0.09% of CWS Financial Advisors's portfolio in Q2 2026, its #112 holding.
  • CWS Financial Advisors first reported a position in AT&T in Q4 2019 and has held it in 26 quarters since.
  • CWS Financial Advisors's AT&T position peaked at $1.65M in Q4 2019.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.