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IVC Wealth Advisors’s AT&T T Stock Holding History

IVC Wealth Advisors’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 		– Sell
-8,056
Closed -$234K – 184
2026
Q1 		$234K Sell
8,056
-16
-0.2% -$427 0.1% 158
2025
Q4 		$201K Buy
8,072
+49
+0.6% +$1.24K 0.09% 177
2025
Q3 		$227K Buy
8,023
+17
+0.2% +$483 0.1% 167
2025
Q2 		$232K Buy
8,006
+452
+6% +$12.5K 0.11% 156
2025
Q1 		$214K Sell
7,554
-2,636
-26% -$66.3K 0.11% 153
2024
Q4 		$232K Sell
10,190
-733
-7% -$16.5K 0.13% 141
2024
Q3 		$240K Sell
10,923
-112
-1% -$2.23K 0.13% 143
2024
Q2 		$211K Buy
+11,035
New +$192K 0.12% 156
2023
Q1 		– Sell
-11,044
Closed -$203K – 154
2022
Q4 		$203K Sell
11,044
-1,696
-13% -$30.4K 0.15% 146
2022
Q3 		$195K Sell
12,740
-870
-6% -$15.8K 0.16% 139
2022
Q2 		$285K Sell
13,610
-3,068
-18% -$61.2K 0.22% 110
2022
Q1 		$298K Buy
16,678
+1,040
+7% +$19.2K 0.2% 115
2021
Q4 		$291K Sell
15,638
-290
-2% -$5.42K 0.19% 110
2021
Q3 		$325K Sell
15,928
-1,446
-8% -$30.4K 0.22% 104
2021
Q2 		$378K Sell
17,374
-25,990
-60% -$591K 0.27% 97
2021
Q1 		$991K Buy
43,364
+2,049
+5% +$45.3K 0.78% 34
2020
Q4 		$897K Buy
+41,315
New +$891K 0.86% 32

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

IVC Wealth Advisors's T Position: Q2 2026 in Review

IVC Wealth Advisors sold out of AT&T (T) in Q2 2026, closing a stake of 8,056 shares — an estimated $234K sold.

IVC Wealth Advisors first reported a position in T in Q4 2020 and held it in 17 quarters. The position peaked at $991K in Q1 2021. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • IVC Wealth Advisors reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
  • IVC Wealth Advisors sold 8,056 AT&T shares in Q2 2026, an estimated $234K.
  • IVC Wealth Advisors first reported a position in AT&T in Q4 2020 and held it in 17 quarters.
  • IVC Wealth Advisors's AT&T position peaked at $991K in Q1 2021.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.