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 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

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

GoalVest Advisory's T Position: Q2 2026 in Review

GoalVest Advisory increased its AT&T (T) stake by 1.4% in Q2 2026, buying an estimated $22.6K and bringing the position to 65,972 shares worth $1.37M. The position accounts for 0.25% of the portfolio, ranked #52.

GoalVest Advisory first reported a position in T in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.31M in Q2 2025. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

GoalVest Advisory held 65,972 shares of AT&T worth $1.37M as of Q2 2026.
GoalVest Advisory bought 909 AT&T shares in Q2 2026, an estimated $22.6K.
AT&T made up 0.25% of GoalVest Advisory's portfolio in Q2 2026, its #52 holding.
GoalVest Advisory first reported a position in AT&T in Q4 2020 and has held it in 21 quarters since.
GoalVest Advisory's AT&T position peaked at $2.31M in Q2 2025.
2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.