EFS
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Essex Financial Services’s AT&T T Stock Holding History

Essex Financial Services’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
Q1 		$2.62M Buy
90,347
+2,501
+3% +$66.8K 0.15% 144
2025
Q4 		$2.18M Sell
87,846
-21,858
-20% -$553K 0.12% 159
2025
Q3 		$3.1M Sell
109,704
-12,394
-10% -$352K 0.19% 117
2025
Q2 		$3.53M Buy
122,098
+38,826
+47% +$1.07M 0.23% 91
2025
Q1 		$2.35M Sell
83,272
-12,371
-13% -$311K 0.17% 123
2024
Q4 		$2.18M Buy
95,643
+8,837
+10% +$199K 0.15% 129
2024
Q3 		$1.87M Sell
86,806
-17,634
-17% -$351K 0.13% 144
2024
Q2 		$2.03M Buy
104,440
+24,669
+31% +$429K 0.15% 132
2024
Q1 		$1.4M Buy
79,771
+4,413
+6% +$75.4K 0.13% 160
2023
Q4 		$1.26M Sell
75,358
-18,260
-20% -$288K 0.13% 154
2023
Q3 		$1.41M Sell
93,618
-1,354
-1% -$19.8K 0.16% 132
2023
Q2 		$1.51M Sell
94,972
-265
-0.3% -$4.51K 0.17% 125
2023
Q1 		$1.83M Sell
95,237
-5,629
-6% -$108K 0.19% 114
2022
Q4 		$1.86M Buy
100,866
+11,144
+12% +$199K 0.2% 109
2022
Q3 		$1.38M Sell
89,722
-7,776
-8% -$141K 0.16% 128
2022
Q2 		$2.04M Sell
97,498
-34,840
-26% -$695K 0.23% 104
2022
Q1 		$2.36M Sell
132,338
-6,175
-4% -$114K 0.23% 103
2021
Q4 		$2.57M Sell
138,513
-14,694
-10% -$275K 0.25% 89
2021
Q3 		$3.13M Sell
153,207
-5,353
-3% -$112K 0.36% 65
2021
Q2 		$3.63M Hold
158,560
– – 0.53% 43
2021
Q1 		$3.63M Sell
158,560
-10,557
-6% -$233K 0.65% 40
2020
Q4 		$3.67M Sell
169,117
-27,649
-14% -$596K 0.73% 33
2020
Q3 		$4.23M Buy
196,766
+14,059
+8% +$314K 1.04% 16
2020
Q2 		$4.17M Sell
182,707
-10,835
-6% -$247K 1.29% 13
2020
Q1 		$4.26M Buy
193,542
+16,037
+9% +$438K 1.52% 12
2019
Q4 		$5.24M Buy
177,505
+571
+0.3% +$16.5K 1.45% 12
2019
Q3 		$5.06M Sell
176,934
-17,150
-9% -$454K 1.63% 9
2019
Q2 		$4.91M Sell
194,084
-6,011
-3% -$144K 1.45% 14
2019
Q1 		$4.74M Sell
200,095
-5,943
-3% -$137K 1.43% 14
2018
Q4 		$4.44M Sell
206,038
-13,702
-6% -$319K 1.36% 18
2018
Q3 		$5.57M Buy
219,740
+4,507
+2% +$110K 1.23% 20
2018
Q2 		$5.22M Sell
215,233
-5,453
-2% -$137K 1.26% 23
2018
Q1 		$5.94M Buy
220,686
+17,004
+8% +$473K 1.17% 21
2017
Q4 		$5.98M Sell
203,682
-10,030
-5% -$274K 1.42% 17
2017
Q3 		$6.32M Buy
213,712
+3,944
+2% +$112K 1.55% 12
2017
Q2 		$5.98M Buy
209,768
+608
+0.3% +$17.9K 1.26% 13
2017
Q1 		$6.56M Sell
209,160
-4,531
-2% -$143K 1.51% 10
2016
Q4 		$6.86M Sell
213,691
-2,488
-1% -$73.4K 1.47% 11
2016
Q3 		$6.62M Buy
216,179
+2,023
+0.9% +$63.9K 1.58% 10
2016
Q2 		$6.99M Buy
214,156
+25,377
+13% +$755K 1.69% 10
2016
Q1 		$5.58M Sell
188,779
-12,546
-6% -$347K 1.38% 13
2015
Q4 		$5.23M Buy
201,325
+5,633
+3% +$143K 1.26% 13
2015
Q3 		$4.82M Buy
195,692
+3,069
+2% +$78.3K 1.25% 13
2015
Q2 		$5.17M Sell
192,623
-15,657
-8% -$405K 1.33% 9
2015
Q1 		$5.14M Buy
208,280
+2,897
+1% +$73.6K 1.32% 10
2014
Q4 		$5.21M Buy
205,383
+29,860
+17% +$775K 1.36% 11
2014
Q3 		$4.67M Buy
175,523
+8,269
+5% +$220K 1.4% 11
2014
Q2 		$4.47M Buy
167,254
+7,603
+5% +$204K 1.34% 11
2014
Q1 		$4.23M Sell
159,651
-8,310
-5% -$209K 1.38% 11
2013
Q4 		$4.46M Sell
167,961
-341
-0.2% -$8.97K 1.51% 12
2013
Q3 		$4.3K Sell
168,302
-8,825
-5% -$232K 1.35% 13
2013
Q2 		$4.74M Buy
+177,127
New +$4.92M 1.66% 10

Other funds holding T

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Essex Financial Services's T Position: Q1 2026 in Review

Essex Financial Services increased its AT&T (T) stake by 2.8% in Q1 2026, buying an estimated $66.8K and bringing the position to 90,347 shares worth $2.62M. The position accounts for 0.15% of the portfolio, ranked #144.

Essex Financial Services first reported a position in T in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.99M in Q2 2016. 2,963 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Essex Financial Services held 90,347 shares of AT&T worth $2.62M as of Q1 2026.
  • Essex Financial Services bought 2,501 AT&T shares in Q1 2026, an estimated $66.8K.
  • AT&T made up 0.15% of Essex Financial Services's portfolio in Q1 2026, its #144 holding.
  • Essex Financial Services first reported a position in AT&T in Q2 2013 and has held it in 52 quarters since.
  • Essex Financial Services's AT&T position peaked at $6.99M in Q2 2016.
  • 2,963 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.