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
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 $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

Icon Wealth Advisors's T Position: Q1 2026 in Review

Icon Wealth Advisors reduced its AT&T (T) stake by 23% in Q1 2026, selling an estimated $254K and leaving 31,901 shares worth $821K. The position accounts for 0.05% of the portfolio, ranked #194.

Icon Wealth Advisors first reported a position in T in Q3 2022 and has held it in 12 quarters since. The position peaked at $1.51M in Q4 2024. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Icon Wealth Advisors held 31,901 shares of AT&T worth $821K as of Q1 2026.
  • Icon Wealth Advisors sold 9,498 AT&T shares in Q1 2026, an estimated $254K.
  • AT&T made up 0.05% of Icon Wealth Advisors's portfolio in Q1 2026, its #194 holding.
  • Icon Wealth Advisors first reported a position in AT&T in Q3 2022 and has held it in 12 quarters since.
  • Icon Wealth Advisors's AT&T position peaked at $1.51M in Q4 2024.
  • 2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.