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

JFS 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	$1.16M	Sell	55,996 -1,550	-3%	-$38.5K	0.06%	154
2026 Q1	$1.67M	Sell	57,546 -868	-1%	-$23.2K	0.09%	123
2025 Q4	$1.45M	Sell	58,414 -12,916	-18%	-$327K	0.08%	130
2025 Q3	$2.01M	Buy	71,330 +7,262	+11%	+$206K	0.12%	108
2025 Q2	$1.85M	Sell	64,068 -5,425	-8%	-$150K	0.12%	105
2025 Q1	$1.97M	Sell	69,493 -2,225	-3%	-$56K	0.13%	96
2024 Q4	$1.63M	Sell	71,718 -914	-1%	-$20.6K	0.11%	105
2024 Q3	$1.6M	Buy	72,632 +37,821	+109%	+$753K	0.11%	110
2024 Q2	$665K	Buy	34,811 +3,148	+10%	+$54.7K	0.05%	140
2024 Q1	$557K	Buy	31,663 +643	+2%	+$11K	0.04%	151
2023 Q4	$521K	Sell	31,020 -6,838	-18%	-$108K	0.04%	148
2023 Q3	$569K	Buy	37,858 +723	+2%	+$10.6K	0.05%	142
2023 Q2	$592K	Sell	37,135 -1,251	-3%	-$21.3K	0.05%	140
2023 Q1	$739K	Sell	38,386 -6,385	-14%	-$122K	0.07%	127
2022 Q4	$824K	Buy	44,771 +6,973	+18%	+$125K	0.08%	119
2022 Q3	$580K	Buy	37,798 +2,684	+8%	+$48.8K	0.06%	140
2022 Q2	$736K	Sell	35,114 -8,402	-19%	-$168K	0.08%	119
2022 Q1	$776K	Sell	43,516 -11,147	-20%	-$206K	0.07%	130
2021 Q4	$1.02M	Buy	54,663 +17,183	+46%	+$321K	0.1%	119
2021 Q3	$765K	Sell	37,480 -18,365	-33%	-$386K	0.08%	125
2021 Q2	$1.21M	Sell	55,845 -706	-1%	-$16.1K	0.18%	80
2021 Q1	$1.29M	Sell	56,551 -2,682	-5%	-$59.3K	0.26%	68
2020 Q4	$1.29M	Buy	59,233 +7,179	+14%	+$155K	0.27%	70
2020 Q3	$1.12M	Buy	52,054 +7,918	+18%	+$177K	0.27%	69
2020 Q2	$1.01M	Buy	44,136 +3,585	+9%	+$81.6K	0.26%	69
2020 Q1	$893K	Buy	40,551 +5,060	+14%	+$138K	0.27%	66
2019 Q4	$1.05M	Sell	35,491 -5,762	-14%	-$166K	0.26%	72
2019 Q3	$1.18M	Sell	41,253 -3,117	-7%	-$82.6K	0.3%	62
2019 Q2	$1.12M	Sell	44,370 -10,021	-18%	-$240K	0.28%	65
2019 Q1	$1.29M	Sell	54,391 -6,652	-11%	-$153K	0.34%	57
2018 Q4	$1.32M	Buy	61,043 +4,318	+8%	+$101K	0.35%	59
2018 Q3	$1.44M	Sell	56,725 -1,061	-2%	-$26K	0.37%	54
2018 Q2	$1.4M	Buy	57,786 +15,926	+38%	+$400K	0.37%	53
2018 Q1	$1.13M	Sell	41,860 -177	-0.4%	-$4.93K	0.3%	59
2017 Q4	$1.23M	Sell	42,037 -1,258	-3%	-$34.4K	0.3%	59
2017 Q3	$1.28M	Buy	43,295 +3,069	+8%	+$87.1K	0.33%	59
2017 Q2	$1.15M	Buy	40,226 +470	+1%	+$13.9K	0.31%	58
2017 Q1	$1.28M	Hold	39,756	–	–	0.35%	62
2016 Q4	$1.28M	Sell	39,756 -163	-0.4%	-$4.81K	0.35%	62
2016 Q3	$1.22M	Sell	39,919 -8,452	-17%	-$267K	0.35%	62
2016 Q2	$1.58M	Buy	48,371 +9,239	+24%	+$275K	0.44%	55
2016 Q1	$1.16M	Sell	39,132 -24	-0.1%	-$665	0.34%	61
2015 Q4	$1.02M	Buy	39,156 +895	+2%	+$22.7K	0.29%	65
2015 Q3	$942K	Sell	38,261 -2,350	-6%	-$59.9K	0.41%	55
2015 Q2	$1.09M	Buy	40,611 +522	+1%	+$13.5K	0.56%	43
2015 Q1	$989K	Buy	40,089 +1,402	+4%	+$35.6K	0.46%	44
2014 Q4	$981K	Sell	38,687 -134	-0.3%	-$3.48K	0.16%	34
2014 Q3	$1.03M	Sell	38,821 -216	-0.6%	-$5.75K	0.18%	31
2014 Q2	$1.04M	Sell	39,037 -1,943	-5%	-$52K	0.19%	31
2014 Q1	$1.09M	Sell	40,980 -2,119	-5%	-$53.2K	0.6%	33
2013 Q4	$1.15M	Buy	43,099 +5,689	+15%	+$150K	0.5%	39
2013 Q3	$956K	Buy	37,410 +1,180	+3%	+$31K	0.45%	42
2013 Q2	$969K	Buy	+36,230	New	+$1.01M	0.49%	44

Other funds holding T

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

JFS Wealth Advisors reduced its AT&T (T) stake by 2.7% in Q2 2026, selling an estimated $38.5K and leaving 55,996 shares worth $1.16M. The position accounts for 0.06% of the portfolio, ranked #154.

JFS Wealth Advisors first reported a position in T in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.01M in Q3 2025. 1,154 funds tracked by Wall St. Rank hold T as of Q2 2026.

JFS Wealth Advisors held 55,996 shares of AT&T worth $1.16M as of Q2 2026.
JFS Wealth Advisors sold 1,550 AT&T shares in Q2 2026, an estimated $38.5K.
AT&T made up 0.06% of JFS Wealth Advisors's portfolio in Q2 2026, its #154 holding.
JFS Wealth Advisors first reported a position in AT&T in Q2 2013 and has held it in 53 quarters since.
JFS Wealth Advisors's AT&T position peaked at $2.01M in Q3 2025.
1,154 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.