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Evanson Asset Management’s AT&T T Stock Holding History

Evanson Asset Management’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 		$536K Sell
18,496
-179
-1% -$4.78K 0.03% 189
2025
Q4 		$464K Buy
18,675
+27
+0.1% +$684 0.03% 206
2025
Q3 		$527K Buy
18,648
+10,030
+116% +$285K 0.03% 194
2025
Q2 		$249K Sell
8,618
-9,217
-52% -$254K 0.02% 288
2025
Q1 		$504K Buy
17,835
+4,259
+31% +$107K 0.04% 178
2024
Q4 		$309K Sell
13,576
-1,995
-13% -$44.9K 0.02% 236
2024
Q3 		$343K Sell
15,571
-317
-2% -$6.31K 0.02% 225
2024
Q2 		$304K Sell
15,888
-2,266
-12% -$39.4K 0.02% 231
2024
Q1 		$320K Sell
18,154
-1,125
-6% -$19.2K 0.02% 234
2023
Q4 		$324K Sell
19,279
-1,752
-8% -$27.7K 0.03% 224
2023
Q3 		$316K Buy
21,031
+1,285
+7% +$18.8K 0.03% 214
2023
Q2 		$315K Sell
19,746
-137
-0.7% -$2.33K 0.03% 216
2023
Q1 		$383K Buy
19,883
+1,340
+7% +$25.6K 0.04% 189
2022
Q4 		$341K Sell
18,543
-18,157
-49% -$325K 0.04% 192
2022
Q3 		$563K Buy
36,700
+10,361
+39% +$189K 0.07% 134
2022
Q2 		$552K Sell
26,339
-8,609
-25% -$172K 0.06% 145
2022
Q1 		$624K Sell
34,948
-73
-0.2% -$1.35K 0.06% 142
2021
Q4 		$651K Sell
35,021
-2,284
-6% -$42.7K 0.06% 149
2021
Q3 		$808K Buy
37,305
+1,434
+4% +$30.1K 0.08% 124
2021
Q2 		$780K Sell
35,871
-370
-1% -$8.42K 0.08% 123
2021
Q1 		$829K Buy
36,241
+5,605
+18% +$124K 0.12% 105
2020
Q4 		$665K Sell
30,636
-8,324
-21% -$180K 0.11% 121
2020
Q3 		$839K Buy
38,960
+9,538
+32% +$213K 0.15% 84
2020
Q2 		$672K Sell
29,422
-1,479
-5% -$33.7K 0.13% 96
2020
Q1 		$680K Sell
30,901
-150,229
-83% -$4.1M 0.16% 81
2019
Q4 		$5.35M Sell
181,130
-5,615
-3% -$162K 1.05% 19
2019
Q3 		$5.34M Buy
186,745
+1,875
+1% +$49.7K 1.1% 19
2019
Q2 		$4.68M Buy
184,870
+2,854
+2% +$68.5K 0.95% 21
2019
Q1 		$4.31M Buy
182,016
+466
+0.3% +$10.7K 0.89% 23
2018
Q4 		$3.91M Buy
181,550
+68,799
+61% +$1.6M 0.89% 23
2018
Q3 		$2.86M Buy
112,751
+83,111
+280% +$2.04M 0.58% 31
2018
Q2 		$719K Buy
29,640
+967
+3% +$24.3K 0.14% 93
2018
Q1 		$772K Sell
28,673
-59
-0.2% -$1.64K 0.16% 90
2017
Q4 		$844K Buy
28,732
+6,130
+27% +$167K 0.17% 86
2017
Q3 		$669K Sell
22,602
-932
-4% -$26.5K 0.14% 93
2017
Q2 		$671K Sell
23,534
-1,900
-7% -$56K 0.15% 92
2017
Q1 		$798K Buy
25,434
+5,628
+28% +$177K 0.2% 85
2016
Q4 		$636K Sell
19,806
-2,240
-10% -$66.1K 0.18% 89
2016
Q3 		$676K Sell
22,046
-1,262
-5% -$39.9K 0.19% 82
2016
Q2 		$761K Buy
23,308
+5,799
+33% +$173K 0.23% 75
2016
Q1 		$518K Sell
17,509
-758
-4% -$21K 0.18% 93
2015
Q4 		$475K Sell
18,267
-1,279
-7% -$32.4K 0.17% 100
2015
Q3 		$481K Sell
19,546
-731
-4% -$18.6K 0.18% 100
2015
Q2 		$544K Sell
20,277
-3,016
-13% -$77.9K 0.19% 99
2015
Q1 		$574K Sell
23,293
-1,704
-7% -$43.3K 0.21% 93
2014
Q4 		$634K Buy
24,997
+7,013
+39% +$182K 0.23% 85
2014
Q3 		$479K Sell
17,984
-5,581
-24% -$148K 0.2% 98
2014
Q2 		$629K Buy
23,565
+2,079
+10% +$55.7K 0.24% 89
2014
Q1 		$569K Buy
21,486
+3,219
+18% +$80.8K 0.25% 89
2013
Q4 		$485K Buy
+18,267
New +$481K 0.22% 96

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

Evanson Asset Management's T Position: Q1 2026 in Review

Evanson Asset Management reduced its AT&T (T) stake by 0.96% in Q1 2026, selling an estimated $4.78K and leaving 18,496 shares worth $536K. The position accounts for 0.03% of the portfolio, ranked #189.

Evanson Asset Management first reported a position in T in Q4 2013 and has held it in 50 quarters since. The position peaked at $5.35M in Q4 2019. 2,963 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Evanson Asset Management held 18,496 shares of AT&T worth $536K as of Q1 2026.
  • Evanson Asset Management sold 179 AT&T shares in Q1 2026, an estimated $4.78K.
  • AT&T made up 0.03% of Evanson Asset Management's portfolio in Q1 2026, its #189 holding.
  • Evanson Asset Management first reported a position in AT&T in Q4 2013 and has held it in 50 quarters since.
  • Evanson Asset Management's AT&T position peaked at $5.35M in Q4 2019.
  • 2,963 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.