Fermata Advisors’s AT&T T Stock Holding History

Fermata Advisors’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 Q2	$207K	Sell	9,979 -697	-7%	-$17.3K	0.04%	259
2026 Q1	$310K	Buy	+10,676	New	+$285K	0.07%	183
2025 Q2	–	Sell	-8,034	Closed	-$227K	–	280
2025 Q1	$227K	Buy	+8,034	New	+$202K	0.04%	253
2021 Q4	–	Sell	-15,541	Closed	-$317K	–	196
2021 Q3	$317K	Sell	15,541 -172	-1%	-$3.61K	0.14%	116
2021 Q2	$342K	Buy	+15,713	New	+$357K	0.2%	92

Other funds holding T

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fermata Advisors's T Position: Q2 2026 in Review

Fermata Advisors reduced its AT&T (T) stake by 6.5% in Q2 2026, selling an estimated $17.3K and leaving 9,979 shares worth $207K. The position accounts for 0.04% of the portfolio, ranked #259.

Fermata Advisors first reported a position in T in Q2 2021 and has held it in 5 quarters since. The position peaked at $342K in Q2 2021. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

Fermata Advisors held 9,979 shares of AT&T worth $207K as of Q2 2026.
Fermata Advisors sold 697 AT&T shares in Q2 2026, an estimated $17.3K.
AT&T made up 0.04% of Fermata Advisors's portfolio in Q2 2026, its #259 holding.
Fermata Advisors first reported a position in AT&T in Q2 2021 and has held it in 5 quarters since.
Fermata Advisors's AT&T position peaked at $342K in Q2 2021.
2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.