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Herold Advisors’s AT&T T Stock Holding History

Herold 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 		$2.25M Buy
109,149
+7,479
+7% +$186K 0.44% 63
2026
Q1 		$2.95M Buy
101,670
+1,437
+1% +$38.4K 0.65% 42
2025
Q4 		$2.49M Buy
100,233
+1,041
+1% +$26.4K 0.56% 49
2025
Q3 		$2.8M Sell
99,192
-14,541
-13% -$413K 0.65% 45
2025
Q2 		$3.29M Buy
113,733
+28,170
+33% +$776K 0.69% 35
2025
Q1 		$2.42M Sell
85,563
-1,672
-2% -$42K 0.53% 54
2024
Q4 		$1.99M Buy
87,235
+4,270
+5% +$96.1K 0.43% 61
2024
Q3 		$1.83M Buy
82,965
+6,700
+9% +$133K 0.4% 68
2024
Q2 		$1.46M Buy
76,265
+2,340
+3% +$40.7K 0.34% 81
2024
Q1 		$1.3M Buy
73,925
+4,435
+6% +$75.7K 0.31% 92
2023
Q4 		$1.17M Buy
69,490
+3,880
+6% +$61.3K 0.32% 91
2023
Q3 		$985K Buy
65,610
+4,333
+7% +$63.5K 0.3% 100
2023
Q2 		$977K Sell
61,277
-4,474
-7% -$76.2K 0.3% 99
2023
Q1 		$1.27M Buy
65,751
+2,537
+4% +$48.5K 0.44% 77
2022
Q4 		$1.16M Buy
63,214
+3,555
+6% +$63.6K 0.49% 67
2022
Q3 		$915K Buy
59,659
+214
+0.4% +$3.89K 0.44% 79
2022
Q2 		$1.25M Sell
59,445
-29,711
-33% -$592K 0.55% 64
2022
Q1 		$1.59M Buy
89,156
+4
+0% +$74 0.57% 52
2021
Q4 		$1.66M Buy
89,152
+1,416
+2% +$26.5K 0.64% 51
2021
Q3 		$1.79M Buy
+87,736
New +$1.84M 0.7% 37

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Herold Advisors's T Position: Q2 2026 in Review

Herold Advisors increased its AT&T (T) stake by 7.4% in Q2 2026, buying an estimated $186K and bringing the position to 109,149 shares worth $2.25M. The position accounts for 0.44% of the portfolio, ranked #63.

Herold Advisors first reported a position in T in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.29M in Q2 2025. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Herold Advisors held 109,149 shares of AT&T worth $2.25M as of Q2 2026.
  • Herold Advisors bought 7,479 AT&T shares in Q2 2026, an estimated $186K.
  • AT&T made up 0.44% of Herold Advisors's portfolio in Q2 2026, its #63 holding.
  • Herold Advisors first reported a position in AT&T in Q3 2021 and has held it in 20 quarters since.
  • Herold Advisors's AT&T position peaked at $3.29M in Q2 2025.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.