Institute for Wealth Management’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 | $683K | Sell |
32,982
-1,512
| -4% | -$37.5K | 0.06% | 269 |
|
|
2026
Q1 | $1,000K | Sell |
34,494
-8,335
| -19% | -$223K | 0.11% | 197 |
|
|
2025
Q4 | $1.06M | Buy |
42,829
+1,820
| +4% | +$46.1K | 0.11% | 183 |
|
|
2025
Q3 | $1.16M | Sell |
41,009
-320
| -0.8% | -$9.09K | 0.12% | 173 |
|
|
2025
Q2 | $1.2M | Sell |
41,329
-461
| -1% | -$12.7K | 0.13% | 162 |
|
|
2025
Q1 | $1.18M | Sell |
41,790
-113
| -0.3% | -$2.84K | 0.15% | 153 |
|
|
2024
Q4 | $954K | Sell |
41,903
-908
| -2% | -$20.4K | 0.12% | 180 |
|
|
2024
Q3 | $942K | Sell |
42,811
-1,665
| -4% | -$33.1K | 0.12% | 186 |
|
|
2024
Q2 | $850K | Sell |
44,476
-47
| -0.1% | -$817 | 0.11% | 190 |
|
|
2024
Q1 | $784K | Sell |
44,523
-1,343
| -3% | -$22.9K | 0.1% | 207 |
|
|
2023
Q4 | $770K | Buy |
45,866
+1,274
| +3% | +$20.1K | 0.12% | 193 |
|
|
2023
Q3 | $670K | Buy |
44,592
+7,159
| +19% | +$105K | 0.12% | 202 |
|
|
2023
Q2 | $597K | Sell |
37,433
-597
| -2% | -$10.2K | 0.1% | 229 |
|
|
2023
Q1 | $732K | Sell |
38,030
-2,339
| -6% | -$44.7K | 0.14% | 188 |
|
|
2022
Q4 | $743K | Buy |
40,369
+3,588
| +10% | +$64.2K | 0.16% | 184 |
|
|
2022
Q3 | $564K | Buy |
36,781
+35
| +0.1% | +$637 | 0.13% | 213 |
|
|
2022
Q2 | $770K | Sell |
36,746
-11,926
| -25% | -$238K | 0.15% | 169 |
|
|
2022
Q1 | $869K | Buy |
48,672
+1,229
| +3% | +$22.7K | 0.14% | 184 |
|
|
2021
Q4 | $881K | Buy |
47,443
+4,394
| +10% | +$82.1K | 0.14% | 182 |
|
|
2021
Q3 | $878K | Buy |
43,049
+14,853
| +53% | +$312K | 0.15% | 172 |
|
|
2021
Q2 | $613K | Sell |
28,196
-2,056
| -7% | -$46.8K | 0.11% | 231 |
|
|
2021
Q1 | $692K | Sell |
30,252
-1,686
| -5% | -$37.3K | 0.13% | 198 |
|
|
2020
Q4 | $694K | Sell |
31,938
-11,036
| -26% | -$238K | 0.14% | 192 |
|
|
2020
Q3 | $925K | Sell |
42,974
-23,006
| -35% | -$514K | 0.21% | 121 |
|
|
2020
Q2 | $1.51M | Buy |
65,980
+384
| +0.6% | +$8.74K | 0.37% | 59 |
|
|
2020
Q1 | $1.44M | Buy |
65,596
+196
| +0.3% | +$5.36K | 0.45% | 54 |
|
|
2019
Q4 | $1.93M | Sell |
65,400
-1,932
| -3% | -$55.8K | 0.44% | 45 |
|
|
2019
Q3 | $1.92M | Sell |
67,332
-42,485
| -39% | -$1.13M | 0.49% | 44 |
|
|
2019
Q2 | $2.78M | Buy |
109,817
+9,505
| +9% | +$228K | 0.62% | 29 |
|
|
2019
Q1 | $2.38M | Sell |
100,312
-10,271
| -9% | -$236K | 0.52% | 44 |
|
|
2018
Q4 | $2.38M | Sell |
110,583
-10,360
| -9% | -$241K | 0.98% | 23 |
|
|
2018
Q3 | $3.06M | Sell |
120,943
-11,131
| -8% | -$273K | 1.03% | 17 |
|
|
2018
Q2 | $3.18M | Buy |
132,074
+14,580
| +12% | +$366K | 1.01% | 16 |
|
|
2018
Q1 | $2.88M | Buy |
117,494
+32,007
| +37% | +$891K | 0.85% | 19 |
|
|
2017
Q4 | $2.51M | Sell |
85,487
-47,346
| -36% | -$1.29M | 0.58% | 40 |
|
|
2017
Q3 | $3.94M | Buy |
132,833
+13,067
| +11% | +$371K | 1.28% | 10 |
|
|
2017
Q2 | $3.42M | Buy |
+119,766
| New | +$3.53M | 0.94% | 12 |
|
|
2013
Q3 | – | Sell |
-1,409
| Closed | -$38K | – | 111 |
|
|
2013
Q2 | $38K | Buy |
+1,409
| New | +$39.1K | 0.03% | 60 |
|
Other funds holding T
Institute for Wealth Management's T Position: Q2 2026 in Review
Institute for Wealth Management reduced its AT&T (T) stake by 4.4% in Q2 2026, selling an estimated $37.5K and leaving 32,982 shares worth $683K. The position accounts for 0.06% of the portfolio, ranked #269.
Institute for Wealth Management first reported a position in T in Q2 2013 and has held it in 38 quarters since. The position peaked at $3.94M in Q3 2017. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.
- Institute for Wealth Management held 32,982 shares of AT&T worth $683K as of Q2 2026.
- Institute for Wealth Management sold 1,512 AT&T shares in Q2 2026, an estimated $37.5K.
- AT&T made up 0.06% of Institute for Wealth Management's portfolio in Q2 2026, its #269 holding.
- Institute for Wealth Management first reported a position in AT&T in Q2 2013 and has held it in 38 quarters since.
- Institute for Wealth Management's AT&T position peaked at $3.94M in Q3 2017.
- 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.