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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
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 $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

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

Investment Advisory Group increased its AT&T (T) stake by 8.3% in Q1 2026, buying an estimated $37.9K and bringing the position to 18,548 shares worth $538K. The position accounts for 0.14% of the portfolio, ranked #105.

Investment Advisory Group first reported a position in T in Q4 2021 and has held it in 18 quarters since. The position peaked at $559K in Q4 2024. 2,965 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Investment Advisory Group held 18,548 shares of AT&T worth $538K as of Q1 2026.
  • Investment Advisory Group bought 1,417 AT&T shares in Q1 2026, an estimated $37.9K.
  • AT&T made up 0.14% of Investment Advisory Group's portfolio in Q1 2026, its #105 holding.
  • Investment Advisory Group first reported a position in AT&T in Q4 2021 and has held it in 18 quarters since.
  • Investment Advisory Group's AT&T position peaked at $559K in Q4 2024.
  • 2,965 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.