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GoalVest Advisory’s AT&T T Stock Holding History

GoalVest Advisory’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
Q3 		$1.65M Buy
67,424
+1,452
+2% +$35K 0.28% 47
2026
Q2 		$1.37M Buy
65,972
+909
+1% +$22.6K 0.25% 52
2026
Q1 		$1.89M Sell
65,063
-9,404
-13% -$251K 0.37% 42
2025
Q4 		$1.85M Sell
74,467
-7,102
-9% -$180K 0.35% 39
2025
Q3 		$2.3M Buy
81,569
+1,653
+2% +$46.9K 0.49% 29
2025
Q2 		$2.31M Buy
79,916
+2,198
+3% +$60.6K 0.57% 27
2025
Q1 		$2.2M Buy
77,718
+620
+0.8% +$15.6K 0.6% 28
2024
Q4 		$1.76M Sell
77,098
-3,367
-4% -$75.8K 0.48% 32
2024
Q3 		$1.77M Buy
80,465
+2,162
+3% +$43K 0.51% 32
2024
Q2 		$1.5M Sell
78,303
-6,549
-8% -$114K 0.48% 32
2024
Q1 		$1.49M Buy
84,852
+4,027
+5% +$68.8K 0.5% 31
2023
Q4 		$1.36M Buy
80,825
+6,166
+8% +$97.4K 0.6% 18
2023
Q3 		$1.12M Sell
74,659
-1,292
-2% -$18.9K 0.56% 25
2023
Q2 		$1.21M Sell
75,951
-5,197
-6% -$88.5K 0.63% 16
2023
Q1 		$1.56M Buy
81,148
+5,597
+7% +$107K 0.92% 17
2022
Q4 		$1.39M Buy
75,551
+6,587
+10% +$118K 0.9% 20
2022
Q3 		$1.06M Buy
68,964
+12,991
+23% +$236K 0.74% 33
2022
Q2 		$1.19M Buy
55,973
+53,407
+2,081% +$1.07M 0.75% 38
2022
Q1 		$46K Buy
+2,566
New +$47.5K 0.03% 158
2021
Q2 		$2K Hold
77
– – ﹤0.01% 230
2021
Q1 		$2K Sell
77
-25,307
-100% -$560K ﹤0.01% 170
2020
Q4 		$551K Buy
+25,384
New +$547K 0.46% 64

Other funds holding T

QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

GoalVest Advisory's T Position: Q3 2026 in Review

GoalVest Advisory increased its AT&T (T) stake by 2.2% in Q3 2026, buying an estimated $35K and bringing the position to 67,424 shares worth $1.65M. The position accounts for 0.28% of the portfolio, ranked #47.

GoalVest Advisory first reported a position in T in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.31M in Q2 2025. 147 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • GoalVest Advisory held 67,424 shares of AT&T worth $1.65M as of Q3 2026.
  • GoalVest Advisory bought 1,452 AT&T shares in Q3 2026, an estimated $35K.
  • AT&T made up 0.28% of GoalVest Advisory's portfolio in Q3 2026, its #47 holding.
  • GoalVest Advisory first reported a position in AT&T in Q4 2020 and has held it in 22 quarters since.
  • GoalVest Advisory's AT&T position peaked at $2.31M in Q2 2025.
  • 147 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.