FSM Wealth Advisors’s AT&T T Stock Holding History

FSM Wealth 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	$560K	Sell	27,063 -1,071	-4%	-$26.6K	0.06%	171
2026 Q1	$816K	Buy	28,134 +3,721	+15%	+$99.4K	0.1%	113
2025 Q4	$606K	Sell	24,413 -3,491	-13%	-$88.4K	0.08%	141
2025 Q3	$788K	Buy	27,904 +5,435	+24%	+$154K	0.11%	111
2025 Q2	$638K	Buy	22,469 +7,748	+53%	+$214K	0.1%	130
2025 Q1	$416K	Buy	14,721 +2,179	+17%	+$54.8K	0.09%	122
2024 Q4	$276K	Buy	12,542 +1,273	+11%	+$28.6K	0.07%	142
2024 Q3	$248K	Sell	11,269 -967	-8%	-$19.2K	0.07%	152
2024 Q2	$234K	Sell	12,236 -557	-4%	-$9.69K	0.08%	140
2024 Q1	$225K	Buy	12,793 +1,765	+16%	+$30.1K	0.08%	146
2023 Q4	$185K	Buy	+11,028	New	+$174K	0.08%	153

Other funds holding T

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

FSM Wealth Advisors's T Position: Q2 2026 in Review

FSM Wealth Advisors reduced its AT&T (T) stake by 3.8% in Q2 2026, selling an estimated $26.6K and leaving 27,063 shares worth $560K. The position accounts for 0.06% of the portfolio, ranked #171.

FSM Wealth Advisors first reported a position in T in Q4 2023 and has held it in 11 quarters since. The position peaked at $816K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold T as of Q2 2026.

FSM Wealth Advisors held 27,063 shares of AT&T worth $560K as of Q2 2026.
FSM Wealth Advisors sold 1,071 AT&T shares in Q2 2026, an estimated $26.6K.
AT&T made up 0.06% of FSM Wealth Advisors's portfolio in Q2 2026, its #171 holding.
FSM Wealth Advisors first reported a position in AT&T in Q4 2023 and has held it in 11 quarters since.
FSM Wealth Advisors's AT&T position peaked at $816K in Q1 2026.
1,523 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.