IWA
T icon

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

Icon 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
2026
Q2 		$1.12M Buy
54,310
+22,409
+70% +$556K 0.07% 175
2026
Q1 		$821K Sell
31,901
-9,498
-23% -$254K 0.05% 194
2025
Q4 		$1.03M Sell
41,399
-7,204
-15% -$182K 0.07% 172
2025
Q3 		$1.37M Buy
48,603
+7,232
+17% +$205K 0.09% 151
2025
Q2 		$1.2M Buy
41,371
+7,304
+21% +$201K 0.09% 153
2025
Q1 		$963K Sell
34,067
-32,122
-49% -$808K 0.08% 152
2024
Q4 		$1.51M Buy
66,189
+4,859
+8% +$109K 0.12% 122
2024
Q3 		$1.35M Buy
61,330
+10,281
+20% +$205K 0.11% 131
2024
Q2 		$983K Buy
51,049
+8,962
+21% +$156K 0.09% 149
2024
Q1 		$741K Buy
42,087
+17,965
+74% +$307K 0.07% 160
2023
Q4 		$405K Buy
+24,122
New +$381K 0.04% 220
2022
Q4 		$310K Buy
16,853
+1,487
+10% +$26.6K 0.04% 247
2022
Q3 		$236K Buy
+15,366
New +$280K 0.03% 273

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

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

Icon Wealth Advisors increased its AT&T (T) stake by 70% in Q2 2026, buying an estimated $556K and bringing the position to 54,310 shares worth $1.12M. The position accounts for 0.07% of the portfolio, ranked #175.

Icon Wealth Advisors first reported a position in T in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.51M in Q4 2024. 2,691 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Icon Wealth Advisors held 54,310 shares of AT&T worth $1.12M as of Q2 2026.
  • Icon Wealth Advisors bought 22,409 AT&T shares in Q2 2026, an estimated $556K.
  • AT&T made up 0.07% of Icon Wealth Advisors's portfolio in Q2 2026, its #175 holding.
  • Icon Wealth Advisors first reported a position in AT&T in Q3 2022 and has held it in 13 quarters since.
  • Icon Wealth Advisors's AT&T position peaked at $1.51M in Q4 2024.
  • 2,691 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.