IWA
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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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.