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James Investment Research’s AT&T T Stock Holding History

James Investment Research’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 		$1.43M Sell
69,283
-9,427
-12% -$234K 0.15% 141
2026
Q1 		$2.28M Sell
78,710
-946
-1% -$25.3K 0.26% 93
2025
Q4 		$1.98M Sell
79,656
-25,726
-24% -$651K 0.22% 101
2025
Q3 		$2.98M Sell
105,382
-1,076
-1% -$30.6K 0.33% 76
2025
Q2 		$3.08M Buy
106,458
+26,043
+32% +$718K 0.37% 72
2025
Q1 		$2.27M Buy
80,415
+22,144
+38% +$557K 0.29% 89
2024
Q4 		$1.33M Buy
58,271
+981
+2% +$22.1K 0.16% 126
2024
Q3 		$1.26M Buy
57,290
+22
+0% +$438 0.15% 136
2024
Q2 		$1.09M Buy
+57,268
New +$996K 0.13% 144
2022
Q2 		– Sell
-2,105
Closed -$38K – 548
2022
Q1 		$38K Buy
+2,105
New +$38.9K ﹤0.01% 372
2020
Q4 		– Sell
-34,208
Closed -$737K – 542
2020
Q3 		$737K Sell
34,208
-215,239
-86% -$4.81M 0.07% 177
2020
Q2 		$5.7M Sell
249,447
-69,309
-22% -$1.58M 0.53% 63
2020
Q1 		$7.02M Sell
318,756
-12,318
-4% -$337K 0.73% 46
2019
Q4 		$9.77M Buy
331,074
+28,288
+9% +$817K 0.68% 44
2019
Q3 		$8.65M Buy
302,786
+89,340
+42% +$2.37M 0.63% 47
2019
Q2 		$5.4M Buy
213,446
+3,636
+2% +$87.2K 0.39% 81
2019
Q1 		$4.97M Buy
209,810
+68,744
+49% +$1.58M 0.32% 82
2018
Q4 		$3.04M Sell
141,066
-53,923
-28% -$1.26M 0.19% 115
2018
Q3 		$4.95M Sell
194,989
-116,523
-37% -$2.85M 0.2% 101
2018
Q2 		$7.55M Sell
311,512
-61,557
-17% -$1.55M 0.29% 76
2018
Q1 		$10M Buy
373,069
+227,681
+157% +$6.34M 0.38% 67
2017
Q4 		$4.27M Sell
145,388
-1,278,557
-90% -$34.9M 0.15% 125
2017
Q3 		$42.1M Sell
1,423,945
-108,286
-7% -$3.07M 1.42% 11
2017
Q2 		$43.7M Sell
1,532,231
-558,440
-27% -$16.5M 1.35% 15
2017
Q1 		$65.6M Sell
2,090,671
-398,968
-16% -$12.6M 1.84% 5
2016
Q4 		$80M Buy
2,489,639
+142
+0% +$4.19K 2.07% 2
2016
Q3 		$76.4M Sell
2,489,497
-390,599
-14% -$12.3M 2.02% 3
2016
Q2 		$94M Buy
2,880,096
+536,384
+23% +$16M 2.38% 4
2016
Q1 		$69.3M Buy
2,343,712
+11,103
+0.5% +$308K 1.69% 12
2015
Q4 		$60.6M Buy
2,332,609
+9,953
+0.4% +$252K 1.5% 16
2015
Q3 		$57.2M Buy
2,322,656
+2,015,288
+656% +$51.4M 1.52% 14
2015
Q2 		$8.25M Sell
307,368
-154,087
-33% -$3.98M 0.19% 131
2015
Q1 		$11.4M Buy
461,455
+59,143
+15% +$1.5M 0.27% 108
2014
Q4 		$10.2M Sell
402,312
-142,129
-26% -$3.69M 0.28% 107
2014
Q3 		$14.5M Buy
544,441
+11,949
+2% +$318K 0.45% 73
2014
Q2 		$14.2M Buy
532,492
+25,283
+5% +$677K 0.45% 74
2014
Q1 		$13.4M Sell
507,209
-8,617
-2% -$216K 0.43% 78
2013
Q4 		$13.7M Buy
515,826
+21,279
+4% +$560K 0.43% 76
2013
Q3 		$12.6M Sell
494,547
-1,344
-0.3% -$35.3K 0.48% 65
2013
Q2 		$13.3M Buy
+495,891
New +$13.8M 0.54% 55

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

James Investment Research's T Position: Q2 2026 in Review

James Investment Research reduced its AT&T (T) stake by 12% in Q2 2026, selling an estimated $234K and leaving 69,283 shares worth $1.43M. The position accounts for 0.15% of the portfolio, ranked #141.

James Investment Research first reported a position in T in Q2 2013 and has held it in 40 quarters since. The position peaked at $94M in Q2 2016. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • James Investment Research held 69,283 shares of AT&T worth $1.43M as of Q2 2026.
  • James Investment Research sold 9,427 AT&T shares in Q2 2026, an estimated $234K.
  • AT&T made up 0.15% of James Investment Research's portfolio in Q2 2026, its #141 holding.
  • James Investment Research first reported a position in AT&T in Q2 2013 and has held it in 40 quarters since.
  • James Investment Research's AT&T position peaked at $94M in Q2 2016.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.