Independent Advisor Alliance’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
Q2
$5.26M Sell
254,123
-1,143
-0.4% -$28.4K 0.12% 120
2026
Q1
$7.4M Sell
255,266
-29,921
-10% -$799K 0.08% 229
2025
Q4
$7.08M Buy
285,187
+8,021
+3% +$203K 0.17% 94
2025
Q3
$7.83M Buy
277,166
+5,437
+2% +$154K 0.2% 79
2025
Q2
$7.86M Sell
271,729
-20,414
-7% -$563K 0.23% 75
2025
Q1
$8.26M Buy
292,143
+77,635
+36% +$1.95M 0.27% 63
2024
Q4
$4.88M Buy
214,508
+32,636
+18% +$734K 0.06% 276
2024
Q3
$4M Buy
+181,872
New +$3.62M 0.15% 122
2024
Q2
Sell
-196,501
Closed -$3.46M 747
2024
Q1
$3.46M Sell
196,501
-39,972
-17% -$683K 0.12% 144
2023
Q4
$3.97M Sell
236,473
-17,100
-7% -$270K 0.14% 123
2023
Q3
$3.81M Sell
253,573
-6,670
-3% -$97.8K 0.17% 109
2023
Q2
$4.15M Sell
260,243
-25,684
-9% -$437K 0.18% 103
2023
Q1
$5.5M Sell
285,927
-11,654
-4% -$223K 0.27% 77
2022
Q4
$5.48K Sell
297,581
-19,254
-6% -$345K ﹤0.01% 189
2022
Q3
$4.86M Buy
316,835
+42,579
+16% +$775K 0.28% 84
2022
Q2
$5.75M Sell
274,256
-232,705
-46% -$4.64M 0.32% 71
2022
Q1
$9.05M Buy
506,961
+125,960
+33% +$2.33M 0.44% 55
2021
Q4
$7.08M Sell
381,001
-11,433
-3% -$214K 0.35% 72
2021
Q3
$8.01M Sell
392,434
-2,093
-0.5% -$44K 0.45% 60
2021
Q2
$8.58M Sell
394,527
-47,526
-11% -$1.08M 0.47% 54
2021
Q1
$10.1M Sell
442,053
-3,355
-0.8% -$74.2K 0.6% 41
2020
Q4
$9.68M Sell
445,408
-195,216
-30% -$4.21M 0.66% 34
2020
Q3
$13.8M Buy
640,624
+235,489
+58% +$5.26M 1.05% 15
2020
Q2
$9.25M Sell
405,135
-6,099
-1% -$139K 0.99% 20
2020
Q1
$9.05M Sell
411,234
-55,272
-12% -$1.51M 1.32% 16
2019
Q4
$13.8M Buy
466,506
+4,205
+0.9% +$121K 0.6% 28
2019
Q3
$13.3M Buy
462,301
+17,771
+4% +$471K 1.62% 10
2019
Q2
$10.2M Buy
444,530
+37,558
+9% +$901K 1.48% 14
2019
Q1
$9.64M Buy
406,972
+37,493
+10% +$862K 1.36% 14
2018
Q4
$7.98M Buy
369,479
+103,303
+39% +$2.4M 1.41% 14
2018
Q3
$6.27M Buy
266,176
+1,262
+0.5% +$30.9K 1.13% 19
2018
Q2
$5.97M Buy
264,914
+47,407
+22% +$1.19M 1.24% 17
2018
Q1
$5.77M Sell
217,507
-14,736
-6% -$410K 1.29% 15
2017
Q4
$6.71M Buy
232,243
+10,621
+5% +$290K 1.5% 11
2017
Q3
$6.41M Buy
221,622
+955
+0.4% +$27.1K 1.76% 9
2017
Q2
$5.86M Buy
220,667
+3,657
+2% +$108K 1.87% 7
2017
Q1
$6.8M Buy
217,010
+31,062
+17% +$978K 1.08% 21
2016
Q4
$5.82M Buy
+185,948
New +$5.49M 2.5% 5

Other funds holding T

Independent Advisor Alliance's T Position: Q2 2026 in Review

Independent Advisor Alliance reduced its AT&T (T) stake by 0.45% in Q2 2026, selling an estimated $28.4K and leaving 254,123 shares worth $5.26M. The position accounts for 0.12% of the portfolio, ranked #120.

Independent Advisor Alliance first reported a position in T in Q4 2016 and has held it in 38 quarters since. The position peaked at $13.8M in Q3 2020. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Independent Advisor Alliance held 254,123 shares of AT&T worth $5.26M as of Q2 2026.
  • Independent Advisor Alliance sold 1,143 AT&T shares in Q2 2026, an estimated $28.4K.
  • AT&T made up 0.12% of Independent Advisor Alliance's portfolio in Q2 2026, its #120 holding.
  • Independent Advisor Alliance first reported a position in AT&T in Q4 2016 and has held it in 38 quarters since.
  • Independent Advisor Alliance's AT&T position peaked at $13.8M in Q3 2020.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.