Integrated Wealth Concepts’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 | $8.54M | Buy |
412,764
+94,385
| +30% | +$2.34M | 0.04% | 402 |
|
|
2026
Q1 | $9.23M | Buy |
318,379
+179,344
| +129% | +$4.79M | 0.07% | 261 |
|
|
2025
Q4 | $3.45M | Sell |
139,035
-149,318
| -52% | -$3.78M | 0.04% | 390 |
|
|
2025
Q3 | $8.14M | Sell |
288,353
-12,934
| -4% | -$367K | 0.07% | 263 |
|
|
2025
Q2 | $8.72M | Buy |
301,287
+629
| +0.2% | +$17.3K | 0.09% | 217 |
|
|
2025
Q1 | $8.5M | Buy |
300,658
+26,410
| +10% | +$664K | 0.1% | 193 |
|
|
2024
Q4 | $6.24M | Buy |
274,248
+9,498
| +4% | +$214K | 0.07% | 255 |
|
|
2024
Q3 | $5.82M | Sell |
264,750
-5,843
| -2% | -$116K | 0.07% | 251 |
|
|
2024
Q2 | $5.17M | Buy |
270,593
+7,138
| +3% | +$124K | 0.07% | 260 |
|
|
2024
Q1 | $4.64M | Sell |
263,455
-7,130
| -3% | -$122K | 0.07% | 279 |
|
|
2023
Q4 | $4.54M | Sell |
270,585
-110,062
| -29% | -$1.74M | 0.07% | 252 |
|
|
2023
Q3 | $5.72M | Sell |
380,647
-14,085
| -4% | -$206K | 0.1% | 209 |
|
|
2023
Q2 | $6.3M | Buy |
394,732
+1,066
| +0.3% | +$18.2K | 0.11% | 199 |
|
|
2023
Q1 | $7.58M | Buy |
393,666
+224,591
| +133% | +$4.29M | 0.16% | 143 |
|
|
2022
Q4 | $3.11M | Buy |
169,075
+6,038
| +4% | +$108K | 0.08% | 219 |
|
|
2022
Q3 | $2.5M | Sell |
163,037
-7,128
| -4% | -$130K | 0.08% | 231 |
|
|
2022
Q2 | $3.57M | Sell |
170,165
-100,396
| -37% | -$2M | 0.11% | 180 |
|
|
2022
Q1 | $4.83M | Buy |
270,561
+4,217
| +2% | +$78K | 0.15% | 133 |
|
|
2021
Q4 | $4.95M | Sell |
266,344
-90,538
| -25% | -$1.69M | 0.15% | 123 |
|
|
2021
Q3 | $7.28M | Buy |
356,882
+32,317
| +10% | +$679K | 0.24% | 88 |
|
|
2021
Q2 | $7.05M | Buy |
324,565
+1,755
| +0.5% | +$39.9K | 0.25% | 88 |
|
|
2021
Q1 | $7.38M | Buy |
322,810
+118,522
| +58% | +$2.62M | 0.3% | 73 |
|
|
2020
Q4 | $4.44M | Sell |
204,288
-36,017
| -15% | -$777K | 0.21% | 86 |
|
|
2020
Q3 | $5.17M | Buy |
240,305
+32,794
| +16% | +$733K | 0.32% | 66 |
|
|
2020
Q2 | $4.74M | Buy |
207,511
+25,690
| +14% | +$585K | 0.34% | 60 |
|
|
2020
Q1 | $4M | Buy |
181,821
+22,945
| +14% | +$627K | 0.37% | 58 |
|
|
2019
Q4 | $4.69M | Buy |
158,876
+53,458
| +51% | +$1.54M | 0.4% | 56 |
|
|
2019
Q3 | $3.01M | Buy |
105,418
+21,122
| +25% | +$560K | 0.34% | 60 |
|
|
2019
Q2 | $2.07M | Buy |
84,296
+15,550
| +23% | +$373K | 0.27% | 76 |
|
|
2019
Q1 | $1.63M | Buy |
68,746
+32,291
| +89% | +$743K | 0.28% | 76 |
|
|
2018
Q4 | $786K | Buy |
36,455
+11,459
| +46% | +$267K | 0.21% | 94 |
|
|
2018
Q3 | $632K | Buy |
24,996
+2,410
| +11% | +$59K | 0.19% | 101 |
|
|
2018
Q2 | $549K | Buy |
22,586
+1,814
| +9% | +$45.5K | 0.19% | 104 |
|
|
2018
Q1 | $551K | Buy |
20,772
+1,823
| +10% | +$50.7K | 0.22% | 93 |
|
|
2017
Q4 | $547K | Buy |
+18,949
| New | +$517K | 0.23% | 85 |
|
Other funds holding T
Integrated Wealth Concepts's T Position: Q2 2026 in Review
Integrated Wealth Concepts increased its AT&T (T) stake by 30% in Q2 2026, buying an estimated $2.34M and bringing the position to 412,764 shares worth $8.54M. The position accounts for 0.04% of the portfolio, ranked #402.
Integrated Wealth Concepts first reported a position in T in Q4 2017 and has held it in 35 quarters since. The position peaked at $9.23M in Q1 2026. 2,675 funds tracked by Wall St. Rank hold T as of Q2 2026.
- Integrated Wealth Concepts held 412,764 shares of AT&T worth $8.54M as of Q2 2026.
- Integrated Wealth Concepts bought 94,385 AT&T shares in Q2 2026, an estimated $2.34M.
- AT&T made up 0.04% of Integrated Wealth Concepts's portfolio in Q2 2026, its #402 holding.
- Integrated Wealth Concepts first reported a position in AT&T in Q4 2017 and has held it in 35 quarters since.
- Integrated Wealth Concepts's AT&T position peaked at $9.23M in Q1 2026.
- 2,675 funds tracked by Wall St. Rank held AT&T as of Q2 2026.
Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.