IBEX Wealth Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.9M | Buy |
584,332
+32,064
| +6% | +$857K | 1.58% | 17 |
|
|
2025
Q4 | $13.7M | Sell |
552,268
-50,364
| -8% | -$1.28M | 1.34% | 17 |
|
|
2025
Q3 | $17M | Buy |
602,632
+9,938
| +2% | +$282K | 1.63% | 10 |
|
|
2025
Q2 | $17.2M | Buy |
592,694
+36,892
| +7% | +$1.02M | 1.83% | 9 |
|
|
2025
Q1 | $15.7M | Buy |
555,802
+4,980
| +0.9% | +$125K | 2.08% | 12 |
|
|
2024
Q4 | $12.5M | Buy |
+550,822
| New | +$12.4M | 1.48% | 14 |
|
|
2024
Q3 | – | Sell |
-498,268
| Closed | -$9.52M | – | 252 |
|
|
2024
Q2 | $9.52M | Buy |
498,268
+148,945
| +43% | +$2.59M | 1.49% | 17 |
|
|
2024
Q1 | $6.43M | Buy |
349,323
+348,765
| +62,503% | +$5.96M | 1.74% | 22 |
|
|
2023
Q4 | $9.36K | Sell |
558
-101,722
| -99% | -$1.61M | 2.04% | 10 |
|
|
2023
Q3 | $1.54M | Buy |
+102,280
| New | +$1.5M | 0.39% | 65 |
|
|
2023
Q1 | $8.47M | Buy |
439,774
+90,451
| +26% | +$1.73M | 2.2% | 10 |
|
|
2022
Q4 | $6.43M | Buy |
349,323
+73,444
| +27% | +$1.31M | 1.45% | 23 |
|
|
2022
Q3 | $4.23M | Sell |
275,879
-2,882
| -1% | -$52.4K | 1.1% | 30 |
|
|
2022
Q2 | $5.84M | Buy |
+278,761
| New | +$5.56M | 1.35% | 26 |
|
|
2021
Q4 | – | Sell |
-327,036
| Closed | -$6.67M | – | 398 |
|
|
2021
Q3 | $6.67M | Buy |
327,036
+3,685
| +1% | +$77.4K | 1.28% | 16 |
|
|
2021
Q2 | $7.03M | Sell |
323,351
-2,775
| -0.9% | -$63.1K | 1.41% | 13 |
|
|
2021
Q1 | $7.46M | Buy |
326,126
+4,006
| +1% | +$88.6K | 1.84% | 10 |
|
|
2020
Q4 | $7M | Buy |
322,120
+3,800
| +1% | +$81.9K | 1.83% | 11 |
|
|
2020
Q3 | $6.85M | Buy |
318,320
+2,905
| +0.9% | +$64.9K | 1.99% | 10 |
|
|
2020
Q2 | $7.2M | Buy |
315,415
+1,439
| +0.5% | +$32.8K | 2.31% | 6 |
|
|
2020
Q1 | $6.91M | Buy |
313,976
+45,355
| +17% | +$1.24M | 2.69% | 4 |
|
|
2019
Q4 | $7.93M | Buy |
268,621
+12,849
| +5% | +$371K | 2.43% | 7 |
|
|
2019
Q3 | $7.31M | Buy |
255,772
+4,953
| +2% | +$131K | 2.43% | 9 |
|
|
2019
Q2 | $6.35M | Buy |
250,819
+8,671
| +4% | +$208K | 1.83% | 10 |
|
|
2019
Q1 | $5.74M | Buy |
242,148
+73,901
| +44% | +$1.7M | 2.01% | 11 |
|
|
2018
Q4 | $3.63M | Sell |
168,247
-94,441
| -36% | -$2.2M | 1.66% | 17 |
|
|
2018
Q3 | $6.64M | Buy |
262,688
+1,977
| +0.8% | +$48.4K | 2.38% | 6 |
|
|
2018
Q2 | $6.91M | Hold |
260,711
| – | – | 2.77% | 3 |
|
|
2018
Q1 | $6.91M | Sell |
260,711
-833
| -0.3% | -$23.2K | 2.8% | 3 |
|
|
2017
Q4 | $7.55M | Sell |
261,544
-8,965
| -3% | -$245K | 3.34% | 3 |
|
|
2017
Q3 | $7.83M | Sell |
270,509
-1,831
| -0.7% | -$52K | 2.9% | 3 |
|
|
2017
Q2 | $7.58M | Buy |
272,340
+494
| +0.2% | +$14.6K | 2.98% | 2 |
|
|
2017
Q1 | $8.52M | Buy |
271,846
+27,400
| +11% | +$862K | 5.26% | 2 |
|
|
2016
Q4 | $7.65M | Sell |
244,446
-36,795
| -13% | -$1.09M | 3.66% | 2 |
|
|
2016
Q3 | $8.63M | Buy |
+281,241
| New | +$8.89M | 4.73% | 1 |
|
Other funds holding T
VCM
VPM
IBEX Wealth Advisors's T Position: Q1 2026 in Review
IBEX Wealth Advisors increased its AT&T (T) stake by 5.8% in Q1 2026, buying an estimated $857K and bringing the position to 584,332 shares worth $16.9M. The position accounts for 1.58% of the portfolio, ranked #17.
IBEX Wealth Advisors first reported a position in T in Q3 2016 and has held it in 35 quarters since. The position peaked at $17.2M in Q2 2025. 2,963 funds tracked by Wall St. Rank hold T as of Q1 2026.
- IBEX Wealth Advisors held 584,332 shares of AT&T worth $16.9M as of Q1 2026.
- IBEX Wealth Advisors bought 32,064 AT&T shares in Q1 2026, an estimated $857K.
- AT&T made up 1.58% of IBEX Wealth Advisors's portfolio in Q1 2026, its #17 holding.
- IBEX Wealth Advisors first reported a position in AT&T in Q3 2016 and has held it in 35 quarters since.
- IBEX Wealth Advisors's AT&T position peaked at $17.2M in Q2 2025.
- 2,963 funds tracked by Wall St. Rank held AT&T as of Q1 2026.
Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.