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 Q2	$2.94M	Buy	141,844 +1,942	+1%	+$48.2K	1.12%	28
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Investmark Advisory Group's T Position: Q2 2026 in Review

Investmark Advisory Group increased its AT&T (T) stake by 1.4% in Q2 2026, buying an estimated $48.2K and bringing the position to 141,844 shares worth $2.94M. The position accounts for 1.12% of the portfolio, ranked #28.

Investmark Advisory Group first reported a position in T in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.06M in Q1 2025. 2,689 funds tracked by Wall St. Rank hold T as of Q2 2026.

Investmark Advisory Group held 141,844 shares of AT&T worth $2.94M as of Q2 2026.
Investmark Advisory Group bought 1,942 AT&T shares in Q2 2026, an estimated $48.2K.
AT&T made up 1.12% of Investmark Advisory Group's portfolio in Q2 2026, its #28 holding.
Investmark Advisory Group first reported a position in AT&T in Q4 2021 and has held it in 19 quarters since.
Investmark Advisory Group's AT&T position peaked at $4.06M in Q1 2025.
2,689 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.