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Investmark Advisory Group’s AT&T T Stock Holding History

Investmark Advisory Group’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 		$4.06M Buy
139,902
+183
+0.1% +$4.89K 1.74% 14
2025
Q4 		$3.47M Sell
139,719
-328
-0.2% -$8.3K 1.48% 18
2025
Q3 		$3.95M Buy
140,047
+1,307
+0.9% +$37.1K 1.72% 14
2025
Q2 		$4.02M Sell
138,740
-4,761
-3% -$131K 1.88% 15
2025
Q1 		$4.06M Buy
143,501
+1,262
+0.9% +$31.7K 2% 15
2024
Q4 		$3.24M Buy
142,239
+3,182
+2% +$71.6K 1.59% 18
2024
Q3 		$3.06M Buy
139,057
+3,635
+3% +$72.3K 1.49% 21
2024
Q2 		$2.59M Buy
135,422
+1,652
+1% +$28.7K 1.38% 23
2024
Q1 		$2.35M Buy
133,770
+3,633
+3% +$62K 1.29% 25
2023
Q4 		$2.18M Buy
130,137
+17,009
+15% +$269K 1.28% 25
2023
Q3 		$1.7M Buy
113,128
+5,263
+5% +$77.1K 1.15% 28
2023
Q2 		$1.72M Sell
107,865
-1,575
-1% -$26.8K 1.15% 29
2023
Q1 		$2.11M Buy
109,440
+24,810
+29% +$474K 1.55% 22
2022
Q4 		$1.56M Sell
84,630
-18,617
-18% -$333K 1.16% 25
2022
Q3 		$1.58M Sell
103,247
-1,293
-1% -$23.5K 1.42% 21
2022
Q2 		$2.19M Sell
104,540
-14,419
-12% -$288K 2.17% 16
2022
Q1 		$2.12M Buy
118,959
+7,863
+7% +$145K 2.19% 17
2021
Q4 		$2.06M Buy
+111,096
New +$2.08M 1.93% 15

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

Investmark Advisory Group's T Position: Q1 2026 in Review

Investmark Advisory Group increased its AT&T (T) stake by 0.13% in Q1 2026, buying an estimated $4.89K and bringing the position to 139,902 shares worth $4.06M. The position accounts for 1.74% of the portfolio, ranked #14.

Investmark Advisory Group first reported a position in T in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.06M in Q1 2025. 2,963 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Investmark Advisory Group held 139,902 shares of AT&T worth $4.06M as of Q1 2026.
  • Investmark Advisory Group bought 183 AT&T shares in Q1 2026, an estimated $4.89K.
  • AT&T made up 1.74% of Investmark Advisory Group's portfolio in Q1 2026, its #14 holding.
  • Investmark Advisory Group first reported a position in AT&T in Q4 2021 and has held it in 18 quarters since.
  • Investmark Advisory Group's AT&T position peaked at $4.06M in Q1 2025.
  • 2,963 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.