Cypress Point 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
$429K Sell
20,719
-524
-2% -$13K 0.09% 87
2026
Q1
$616K Buy
21,243
+7,360
+53% +$197K 0.13% 61
2025
Q4
$345K Buy
13,883
+7
+0.1% +$177 0.08% 73
2025
Q3
$392K Buy
13,876
+5
+0% +$142 0.08% 60
2025
Q2
$401K Buy
+13,871
New +$382K 0.1% 61
2021
Q4
Sell
-45
Closed -$1K 137
2021
Q3
$1K Sell
45
-1,986
-98% -$41.7K ﹤0.01% 153
2021
Q2
$44K Buy
2,031
+1,986
+4,413% +$45.2K 0.03% 64
2021
Q1
$1K Sell
45
-10,260
-100% -$227K ﹤0.01% 104
2020
Q4
$224K Buy
+10,305
New +$222K 0.34% 79

Other funds holding T

Cypress Point Wealth Management's T Position: Q2 2026 in Review

Cypress Point Wealth Management reduced its AT&T (T) stake by 2.5% in Q2 2026, selling an estimated $13K and leaving 20,719 shares worth $429K. The position accounts for 0.09% of the portfolio, ranked #87.

Cypress Point Wealth Management first reported a position in T in Q4 2020 and has held it in 9 quarters since. The position peaked at $616K in Q1 2026. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Cypress Point Wealth Management held 20,719 shares of AT&T worth $429K as of Q2 2026.
  • Cypress Point Wealth Management sold 524 AT&T shares in Q2 2026, an estimated $13K.
  • AT&T made up 0.09% of Cypress Point Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Cypress Point Wealth Management first reported a position in AT&T in Q4 2020 and has held it in 9 quarters since.
  • Cypress Point Wealth Management's AT&T position peaked at $616K in Q1 2026.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.