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Independent Solutions Wealth Management’s AT&T T Stock Holding History

Independent Solutions Wealth Management’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 		$242K Buy
11,696
+865
+8% +$21.5K 0.03% 183
2026
Q1 		$314K Sell
10,831
-2,177
-17% -$58.2K 0.05% 161
2025
Q4 		$323K Hold
13,008
– – 0.06% 145
2025
Q3 		$367K Sell
13,008
-23
-0.2% -$653 0.07% 142
2025
Q2 		$377K Buy
13,031
+3,300
+34% +$90.9K 0.07% 139
2025
Q1 		$275K Buy
+9,731
New +$245K 0.06% 157
2024
Q2 		– Sell
-11,411
Closed -$201K – 172
2024
Q1 		$201K Sell
11,411
-189
-2% -$3.23K 0.05% 168
2023
Q4 		$195K Sell
11,600
-28,951
-71% -$457K 0.05% 163
2023
Q3 		$609K Sell
40,551
-56,126
-58% -$823K 0.16% 114
2023
Q2 		$1.54M Buy
96,677
+9,899
+11% +$169K 0.39% 63
2023
Q1 		$1.67M Buy
86,778
+5,255
+6% +$100K 0.49% 51
2022
Q4 		$1.5M Buy
81,523
+10,813
+15% +$194K 0.46% 55
2022
Q3 		$1.08M Buy
70,710
+15,387
+28% +$280K 0.36% 70
2022
Q2 		$1.16M Buy
55,323
+37,862
+217% +$755K 0.36% 71
2022
Q1 		$312K Sell
17,461
-2,128
-11% -$39.4K 0.07% 170
2021
Q4 		$364K Buy
19,589
+304
+2% +$5.68K 0.09% 166
2021
Q3 		$393K Sell
19,285
-1,070
-5% -$22.5K 0.1% 156
2021
Q2 		$442K Sell
20,355
-11,160
-35% -$254K 0.11% 140
2021
Q1 		$721K Buy
31,515
+197
+0.6% +$4.36K 0.2% 96
2020
Q4 		$680K Sell
31,318
-4,836
-13% -$104K 0.21% 92
2020
Q3 		$779K Sell
36,154
-4,388
-11% -$98.1K 0.3% 69
2020
Q2 		$926K Sell
40,542
-4,764
-11% -$108K 0.4% 52
2020
Q1 		$997K Sell
45,306
-2,947
-6% -$80.5K 0.55% 40
2019
Q4 		$1.42M Buy
+48,253
New +$1.39M 0.63% 34

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

Independent Solutions Wealth Management's T Position: Q2 2026 in Review

Independent Solutions Wealth Management increased its AT&T (T) stake by 8% in Q2 2026, buying an estimated $21.5K and bringing the position to 11,696 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #183.

Independent Solutions Wealth Management first reported a position in T in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.67M in Q1 2023. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Independent Solutions Wealth Management held 11,696 shares of AT&T worth $242K as of Q2 2026.
  • Independent Solutions Wealth Management bought 865 AT&T shares in Q2 2026, an estimated $21.5K.
  • AT&T made up 0.03% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #183 holding.
  • Independent Solutions Wealth Management first reported a position in AT&T in Q4 2019 and has held it in 24 quarters since.
  • Independent Solutions Wealth Management's AT&T position peaked at $1.67M in Q1 2023.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.