EP Wealth Advisors’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 | $5.46M | Buy |
264,001
+62,872
| +31% | +$1.56M | 0.02% | 368 |
|
|
2026
Q1 | $5.83M | Sell |
201,129
-11,105
| -5% | -$297K | 0.03% | 286 |
|
|
2025
Q4 | $5.27M | Buy |
+212,234
| New | +$5.37M | 0.03% | 273 |
|
|
2025
Q2 | $6.72M | Buy |
232,239
+40,186
| +21% | +$1.11M | 0.04% | 229 |
|
|
2025
Q1 | $5.43M | Sell |
192,053
-13,226
| -6% | -$333K | 0.04% | 216 |
|
|
2024
Q4 | $4.67M | Buy |
205,279
+49,386
| +32% | +$1.11M | 0.04% | 228 |
|
|
2024
Q3 | $3.43M | Buy |
155,893
+40,734
| +35% | +$811K | 0.03% | 266 |
|
|
2024
Q2 | $2.2M | Buy |
115,159
+5,549
| +5% | +$96.5K | 0.02% | 262 |
|
|
2024
Q1 | $1.93M | Buy |
109,610
+7,944
| +8% | +$136K | 0.02% | 272 |
|
|
2023
Q4 | $1.71M | Sell |
101,666
-54,499
| -35% | -$860K | 0.02% | 287 |
|
|
2023
Q3 | $2.35M | Buy |
156,165
+150,782
| +2,801% | +$2.21M | 0.04% | 222 |
|
|
2023
Q2 | $3.42M | Sell |
5,383
-3,527
| -40% | -$60.1K | 0.05% | 187 |
|
|
2023
Q1 | $688K | Sell |
8,910
-129,796
| -94% | -$2.48M | 0.01% | 358 |
|
|
2022
Q4 | $2.55M | Sell |
138,706
-17,837
| -11% | -$319K | 0.05% | 198 |
|
|
2022
Q3 | $2.4M | Sell |
156,543
-6,889
| -4% | -$125K | 0.05% | 176 |
|
|
2022
Q2 | $3.43M | Sell |
163,432
-8,864
| -5% | -$177K | 0.08% | 144 |
|
|
2022
Q1 | $3.08M | Sell |
172,296
-17,372
| -9% | -$321K | 0.07% | 158 |
|
|
2021
Q4 | $3.52M | Buy |
189,668
+17,880
| +10% | +$334K | 0.08% | 135 |
|
|
2021
Q3 | $3.5M | Sell |
171,788
-20,037
| -10% | -$421K | 0.1% | 118 |
|
|
2021
Q2 | $4.17M | Sell |
191,825
-4,902
| -2% | -$112K | 0.12% | 114 |
|
|
2021
Q1 | $4.5M | Sell |
196,727
-11,301
| -5% | -$250K | 0.14% | 101 |
|
|
2020
Q4 | $4.52M | Buy |
208,028
+733
| +0.4% | +$15.8K | 0.16% | 82 |
|
|
2020
Q3 | $4.46M | Sell |
207,295
-9,996
| -5% | -$223K | 0.19% | 70 |
|
|
2020
Q2 | $4.96M | Sell |
217,291
-47,927
| -18% | -$1.09M | 0.21% | 75 |
|
|
2020
Q1 | $5.84M | Buy |
265,218
+62,445
| +31% | +$1.71M | 0.29% | 62 |
|
|
2019
Q4 | $5.99M | Sell |
202,773
-8,228
| -4% | -$238K | 0.25% | 78 |
|
|
2019
Q3 | $6.03M | Buy |
211,001
+9,532
| +5% | +$253K | 0.3% | 60 |
|
|
2019
Q2 | $5.1M | Buy |
201,469
+121,938
| +153% | +$2.92M | 0.32% | 48 |
|
|
2019
Q1 | $1.88M | Sell |
79,531
-13,921
| -15% | -$320K | 0.18% | 79 |
|
|
2018
Q4 | $2.01M | Sell |
93,452
-28,417
| -23% | -$662K | 0.16% | 80 |
|
|
2018
Q3 | $3.09M | Buy |
121,869
+38,915
| +47% | +$953K | 0.24% | 57 |
|
|
2018
Q2 | $2.01M | Buy |
82,954
+1,623
| +2% | +$40.7K | 0.19% | 66 |
|
|
2018
Q1 | $2.19M | Buy |
81,331
+1,902
| +2% | +$52.9K | 0.21% | 63 |
|
|
2017
Q4 | $2.33M | Sell |
79,429
-8,812
| -10% | -$241K | 0.25% | 48 |
|
|
2017
Q3 | $2.61M | Buy |
88,241
+1,900
| +2% | +$53.9K | 0.3% | 46 |
|
|
2017
Q2 | $2.46M | Buy |
86,341
+3,817
| +5% | +$113K | 0.3% | 50 |
|
|
2017
Q1 | $2.59M | Buy |
82,524
+1,617
| +2% | +$50.9K | 0.36% | 44 |
|
|
2016
Q4 | $2.57M | Buy |
80,907
+1,389
| +2% | +$41K | 0.38% | 45 |
|
|
2016
Q3 | $2.44M | Sell |
79,518
-3,518
| -4% | -$111K | 0.38% | 42 |
|
|
2016
Q2 | $2.71M | Buy |
83,036
+7,932
| +11% | +$236K | 0.43% | 43 |
|
|
2016
Q1 | $2.22M | Buy |
75,104
+6,572
| +10% | +$182K | 0.34% | 45 |
|
|
2015
Q4 | $1.78M | Buy |
68,532
+815
| +1% | +$20.7K | 0.3% | 55 |
|
|
2015
Q3 | $1.67M | Buy |
67,717
+41,204
| +155% | +$1.05M | 0.32% | 45 |
|
|
2015
Q2 | $711K | Buy |
26,513
+2,563
| +11% | +$66.2K | 0.13% | 56 |
|
|
2015
Q1 | $591K | Sell |
23,950
-2,858
| -11% | -$72.6K | 0.11% | 65 |
|
|
2014
Q4 | $680K | Buy |
26,808
+246
| +0.9% | +$6.38K | 0.11% | 73 |
|
|
2014
Q3 | $707K | Buy |
26,562
+1,218
| +5% | +$32.4K | 0.11% | 56 |
|
|
2014
Q2 | $677K | Sell |
25,344
-589
| -2% | -$15.8K | 0.16% | 56 |
|
|
2014
Q1 | $687K | Sell |
25,933
-5,503
| -18% | -$138K | 0.19% | 49 |
|
|
2013
Q4 | $835K | Buy |
31,436
+7,122
| +29% | +$187K | 0.22% | 49 |
|
|
2013
Q3 | $621K | Sell |
24,314
-4,184
| -15% | -$110K | 0.2% | 54 |
|
|
2013
Q2 | $762K | Buy |
+28,498
| New | +$792K | 0.27% | 38 |
|
Other funds holding T
EP Wealth Advisors's T Position: Q2 2026 in Review
EP Wealth Advisors increased its AT&T (T) stake by 31% in Q2 2026, buying an estimated $1.56M and bringing the position to 264,001 shares worth $5.46M. The position accounts for 0.02% of the portfolio, ranked #368.
EP Wealth Advisors first reported a position in T in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.72M in Q2 2025. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.
- EP Wealth Advisors held 264,001 shares of AT&T worth $5.46M as of Q2 2026.
- EP Wealth Advisors bought 62,872 AT&T shares in Q2 2026, an estimated $1.56M.
- AT&T made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #368 holding.
- EP Wealth Advisors first reported a position in AT&T in Q2 2013 and has held it in 52 quarters since.
- EP Wealth Advisors's AT&T position peaked at $6.72M in Q2 2025.
- 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.
Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.