Evercore 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
Q1 | – | Sell |
-8,710
| Closed | -$216K | – | 435 |
|
|
2025
Q4 | $216K | Buy |
+8,710
| New | +$221K | ﹤0.01% | 384 |
|
|
2023
Q4 | – | Sell |
-11,758
| Closed | -$177K | – | 441 |
|
|
2023
Q3 | $177K | Sell |
11,758
-20,065
| -63% | -$294K | ﹤0.01% | 388 |
|
|
2023
Q2 | $508K | Sell |
31,823
-11,110
| -26% | -$189K | 0.01% | 279 |
|
|
2023
Q1 | $826K | Sell |
42,933
-593
| -1% | -$11.3K | 0.02% | 227 |
|
|
2022
Q4 | $801K | Buy |
43,526
+1,716
| +4% | +$30.7K | 0.02% | 232 |
|
|
2022
Q3 | $641K | Sell |
41,810
-2,133
| -5% | -$38.8K | 0.01% | 237 |
|
|
2022
Q2 | $920K | Sell |
43,943
-17,350
| -28% | -$346K | 0.02% | 215 |
|
|
2022
Q1 | $1.09M | Sell |
61,293
-979
| -2% | -$18.1K | 0.02% | 215 |
|
|
2021
Q4 | $1.16M | Sell |
62,272
-9,388
| -13% | -$175K | 0.02% | 214 |
|
|
2021
Q3 | $1.46M | Sell |
71,660
-1,878
| -3% | -$39.5K | 0.03% | 186 |
|
|
2021
Q2 | $1.6M | Sell |
73,538
-22,739
| -24% | -$517K | 0.03% | 186 |
|
|
2021
Q1 | $2.2M | Sell |
96,277
-29,168
| -23% | -$645K | 0.04% | 159 |
|
|
2020
Q4 | $2.73M | Sell |
125,445
-2,559
| -2% | -$55.2K | 0.06% | 135 |
|
|
2020
Q3 | $2.76M | Sell |
128,004
-14,616
| -10% | -$327K | 0.07% | 121 |
|
|
2020
Q2 | $3.26M | Sell |
142,620
-2,214
| -2% | -$50.4K | 0.09% | 106 |
|
|
2020
Q1 | $3.19M | Sell |
144,834
-2,146
| -1% | -$58.6K | 0.11% | 96 |
|
|
2019
Q4 | $4.34M | Sell |
146,980
-17,960
| -11% | -$519K | 0.12% | 99 |
|
|
2019
Q3 | $4.71M | Buy |
164,940
+6,891
| +4% | +$183K | 0.14% | 93 |
|
|
2019
Q2 | $4M | Buy |
158,049
+24,912
| +19% | +$597K | 0.12% | 100 |
|
|
2019
Q1 | $3.15M | Sell |
133,137
-3,354
| -2% | -$77.2K | 0.1% | 110 |
|
|
2018
Q4 | $2.94M | Sell |
136,491
-26,922
| -16% | -$627K | 0.11% | 102 |
|
|
2018
Q3 | $4.14M | Sell |
163,413
-27,007
| -14% | -$662K | 0.13% | 97 |
|
|
2018
Q2 | $4.62M | Buy |
190,420
+44,114
| +30% | +$1.11M | 0.16% | 91 |
|
|
2018
Q1 | $3.94M | Sell |
146,306
-5,350
| -4% | -$149K | 0.15% | 93 |
|
|
2017
Q4 | $4.45M | Sell |
151,656
-100,426
| -40% | -$2.74M | 0.17% | 87 |
|
|
2017
Q3 | $7.46M | Sell |
252,082
-12,162
| -5% | -$345K | 0.29% | 66 |
|
|
2017
Q2 | $7.53M | Sell |
264,244
-25,952
| -9% | -$765K | 0.29% | 67 |
|
|
2017
Q1 | $9.11M | Buy |
290,196
+8,022
| +3% | +$252K | 0.36% | 60 |
|
|
2016
Q4 | $9.06M | Sell |
282,174
-1,661
| -0.6% | -$49K | 0.38% | 59 |
|
|
2016
Q3 | $8.71M | Buy |
283,835
+43,297
| +18% | +$1.37M | 0.36% | 59 |
|
|
2016
Q2 | $7.85M | Buy |
240,538
+6,391
| +3% | +$190K | 0.35% | 61 |
|
|
2016
Q1 | $6.93M | Buy |
234,147
+7,060
| +3% | +$196K | 0.31% | 65 |
|
|
2015
Q4 | $5.9M | Sell |
227,087
-8,556
| -4% | -$217K | 0.27% | 78 |
|
|
2015
Q3 | $5.79M | Buy |
235,643
+170,897
| +264% | +$4.36M | 0.28% | 78 |
|
|
2015
Q2 | $1.74M | Sell |
64,746
-10,956
| -14% | -$283K | 0.08% | 148 |
|
|
2015
Q1 | $1.87M | Buy |
75,702
+6,205
| +9% | +$158K | 0.09% | 145 |
|
|
2014
Q4 | $1.76M | Sell |
69,497
-18,707
| -21% | -$485K | 0.09% | 129 |
|
|
2014
Q3 | $2.35M | Sell |
88,204
-25,324
| -22% | -$674K | 0.12% | 132 |
|
|
2014
Q2 | $3.04M | Sell |
113,528
-1,284
| -1% | -$34.4K | 0.16% | 116 |
|
|
2014
Q1 | $3.04M | Sell |
114,812
-23,860
| -17% | -$599K | 0.17% | 114 |
|
|
2013
Q4 | $3.69M | Buy |
138,672
+46,804
| +51% | +$1.23M | 0.2% | 108 |
|
|
2013
Q3 | $2.35M | Sell |
91,868
-10,551
| -10% | -$277K | 0.13% | 152 |
|
|
2013
Q2 | $2.74M | Buy |
+102,419
| New | +$2.85M | 0.16% | 136 |
|
Other funds holding T
Evercore Wealth Management's T Position: Q1 2026 in Review
Evercore Wealth Management sold out of AT&T (T) in Q1 2026, closing a stake of 8,710 shares — an estimated $216K sold.
Evercore Wealth Management first reported a position in T in Q2 2013 and held it in 43 quarters. The position peaked at $9.11M in Q1 2017. 2,982 funds tracked by Wall St. Rank hold T as of Q1 2026.
- Evercore Wealth Management reported no remaining AT&T position as of Q1 2026 after selling out during the quarter.
- Evercore Wealth Management sold 8,710 AT&T shares in Q1 2026, an estimated $216K.
- Evercore Wealth Management first reported a position in AT&T in Q2 2013 and held it in 43 quarters.
- Evercore Wealth Management's AT&T position peaked at $9.11M in Q1 2017.
- 2,982 funds tracked by Wall St. Rank held AT&T as of Q1 2026.
Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.