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Kelleher Financial Advisors’s AT&T T Stock Holding History

Kelleher Financial 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
Q1 		$774K Sell
26,722
-652
-2% -$17.4K 0.2% 86
2025
Q4 		$680K Buy
27,374
+16,107
+143% +$408K 0.16% 97
2025
Q3 		$318K Sell
11,267
-15,262
-58% -$433K 0.08% 141
2025
Q2 		$768K Buy
26,529
+2,686
+11% +$74K 0.27% 55
2025
Q1 		$673K Buy
23,843
+2,212
+10% +$55.6K 0.27% 55
2024
Q4 		$493K Buy
21,631
+178
+0.8% +$4.01K 0.19% 75
2024
Q3 		$472K Sell
21,453
-61
-0.3% -$1.21K 0.18% 73
2024
Q2 		$411K Sell
21,514
-1,382
-6% -$24K 0.17% 82
2024
Q1 		$403K Buy
22,896
+1,332
+6% +$22.7K 0.17% 84
2023
Q4 		$362K Sell
21,564
-9,402
-30% -$148K 0.17% 75
2023
Q3 		$465K Sell
30,966
-6,095
-16% -$89.3K 0.24% 61
2023
Q2 		$591K Buy
37,061
+246
+0.7% +$4.19K 0.34% 54
2023
Q1 		$709K Buy
36,815
+836
+2% +$16K 0.47% 41
2022
Q4 		$662K Sell
35,979
-2,278
-6% -$40.8K 0.5% 40
2022
Q3 		$586K Buy
38,257
+1,280
+3% +$23.3K 0.42% 52
2022
Q2 		$775K Sell
36,977
-9,415
-20% -$188K 0.35% 48
2022
Q1 		$828K Buy
46,392
+2,305
+5% +$42.6K 0.46% 42
2021
Q4 		$818K Sell
44,087
-71,784
-62% -$1.34M 0.43% 47
2021
Q3 		$2.36M Buy
115,871
+25,516
+28% +$536K 1.04% 15
2021
Q2 		$1.96M Buy
90,355
+38,015
+73% +$865K 1.1% 15
2021
Q1 		$1.2M Buy
52,340
+17,536
+50% +$388K 0.77% 25
2020
Q4 		$756K Buy
34,804
+5,010
+17% +$108K 0.57% 37
2020
Q3 		$641K Buy
29,794
+20,016
+205% +$447K 0.53% 42
2020
Q2 		$223K Buy
9,778
+192
+2% +$4.37K 0.21% 84
2020
Q1 		$211K Buy
+9,586
New +$262K 0.25% 77
2018
Q4 		– Sell
-27,416
Closed -$695K – 89
2018
Q3 		$695K Sell
27,416
-1,210
-4% -$29.6K 0.9% 26
2018
Q2 		$694K Buy
28,626
+5,027
+21% +$126K 0.99% 27
2018
Q1 		$635K Sell
23,599
-5,288
-18% -$147K 0.87% 29
2017
Q4 		$848K Buy
28,887
+5,288
+22% +$144K 1.34% 21
2017
Q3 		$698K Hold
23,599
– – 1.47% 18
2017
Q2 		$672K Sell
23,599
-3,972
-14% -$117K 1.3% 18
2017
Q1 		$865K Sell
27,571
-15,001
-35% -$472K 1.85% 12
2016
Q4 		$1.37M Buy
42,572
+26,480
+165% +$781K 0.76% 40
2016
Q3 		$493K Buy
16,092
+199
+1% +$6.29K 0.28% 74
2016
Q2 		$518K Sell
15,893
-15,940
-50% -$474K 0.31% 67
2016
Q1 		$941K Buy
31,833
+16,469
+107% +$456K 0.52% 49
2015
Q4 		$399K Hold
15,364
– – 0.27% 76
2015
Q3 		$378K Buy
15,364
+2,071
+16% +$52.8K 0.25% 78
2015
Q2 		$356K Sell
13,293
-790
-6% -$20.4K 0.2% 83
2015
Q1 		$347K Buy
14,083
+262
+2% +$6.66K 0.19% 87
2014
Q4 		$350K Hold
13,821
– – 0.19% 78
2014
Q3 		$364K Sell
13,821
-424
-3% -$11.3K 0.2% 78
2014
Q2 		$380K Hold
14,245
– – 0.2% 74
2014
Q1 		$377K Sell
14,245
-861
-6% -$21.6K 0.2% 75
2013
Q4 		$401K Sell
15,106
-19
-0.1% -$500 0.21% 73
2013
Q3 		$386K Sell
15,125
-331
-2% -$8.69K 0.22% 69
2013
Q2 		$413K Buy
+15,456
New +$429K 0.25% 67

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

Kelleher Financial Advisors's T Position: Q1 2026 in Review

Kelleher Financial Advisors reduced its AT&T (T) stake by 2.4% in Q1 2026, selling an estimated $17.4K and leaving 26,722 shares worth $774K. The position accounts for 0.2% of the portfolio, ranked #86.

Kelleher Financial Advisors first reported a position in T in Q2 2013 and has held it in 47 quarters since. The position peaked at $2.36M in Q3 2021. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Kelleher Financial Advisors held 26,722 shares of AT&T worth $774K as of Q1 2026.
  • Kelleher Financial Advisors sold 652 AT&T shares in Q1 2026, an estimated $17.4K.
  • AT&T made up 0.2% of Kelleher Financial Advisors's portfolio in Q1 2026, its #86 holding.
  • Kelleher Financial Advisors first reported a position in AT&T in Q2 2013 and has held it in 47 quarters since.
  • Kelleher Financial Advisors's AT&T position peaked at $2.36M in Q3 2021.
  • 2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.