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

Investment 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 		$352K Sell
16,990
-1,558
-8% -$38.7K 0.08% 151
2026
Q1 		$538K Buy
18,548
+1,417
+8% +$37.9K 0.14% 105
2025
Q4 		$426K Sell
17,131
-476
-3% -$12.1K 0.11% 118
2025
Q3 		$497K Sell
17,607
-1,178
-6% -$33.5K 0.14% 108
2025
Q2 		$544K Buy
18,785
+660
+4% +$18.2K 0.16% 100
2025
Q1 		$513K Sell
18,125
-6,420
-26% -$161K 0.17% 96
2024
Q4 		$559K Sell
24,545
-44
-0.2% -$990 0.19% 92
2024
Q3 		$541K Buy
24,589
+337
+1% +$6.71K 0.19% 94
2024
Q2 		$463K Buy
24,252
+61
+0.3% +$1.06K 0.18% 94
2024
Q1 		$426K Buy
24,191
+65
+0.3% +$1.11K 0.18% 94
2023
Q4 		$405K Buy
24,126
+1,241
+5% +$19.6K 0.19% 89
2023
Q3 		$344K Buy
22,885
+191
+0.8% +$2.8K 0.18% 91
2023
Q2 		$362K Buy
22,694
+6,165
+37% +$105K 0.19% 90
2023
Q1 		$318K Buy
16,529
+21
+0.1% +$401 0.18% 93
2022
Q4 		$304K Buy
16,508
+478
+3% +$8.56K 0.19% 98
2022
Q3 		$246K Buy
16,030
+23
+0.1% +$418 0.17% 104
2022
Q2 		$334K Sell
16,007
-797
-5% -$15.9K 0.23% 82
2022
Q1 		$300K Sell
16,804
-526
-3% -$9.73K 0.18% 96
2021
Q4 		$317K Buy
+17,330
New +$324K 0.2% 87

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

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

Investment Advisory Group reduced its AT&T (T) stake by 8.4% in Q2 2026, selling an estimated $38.7K and leaving 16,990 shares worth $352K. The position accounts for 0.08% of the portfolio, ranked #151.

Investment Advisory Group first reported a position in T in Q4 2021 and has held it in 19 quarters since. The position peaked at $559K in Q4 2024. 2,689 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Investment Advisory Group held 16,990 shares of AT&T worth $352K as of Q2 2026.
  • Investment Advisory Group sold 1,558 AT&T shares in Q2 2026, an estimated $38.7K.
  • AT&T made up 0.08% of Investment Advisory Group's portfolio in Q2 2026, its #151 holding.
  • Investment Advisory Group first reported a position in AT&T in Q4 2021 and has held it in 19 quarters since.
  • Investment Advisory Group's AT&T position peaked at $559K in Q4 2024.
  • 2,689 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.