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

IBEX 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
2019 Q3	–	Sell	-77	Closed	-$8K	–	357
2019 Q2	$8K	Buy	+77	New	+$1.85K	﹤0.01%	337

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

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

IBEX Wealth Advisors increased its AT&T (T) stake by 2% in Q2 2026, buying an estimated $284K and bringing the position to 595,758 shares worth $12.3M. The position accounts for 0.97% of the portfolio, ranked #31.

IBEX Wealth Advisors first reported a position in T in Q3 2016 and has held it in 36 quarters since. The position peaked at $17.2M in Q2 2025. 2,687 funds tracked by Wall St. Rank hold T as of Q2 2026.

IBEX Wealth Advisors held 595,758 shares of AT&T worth $12.3M as of Q2 2026.
IBEX Wealth Advisors bought 11,426 AT&T shares in Q2 2026, an estimated $284K.
AT&T made up 0.97% of IBEX Wealth Advisors's portfolio in Q2 2026, its #31 holding.
IBEX Wealth Advisors first reported a position in AT&T in Q3 2016 and has held it in 36 quarters since.
IBEX Wealth Advisors's AT&T position peaked at $17.2M in Q2 2025.
2,687 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.