Kiley Juergens Wealth Management’s AT&T T Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$886K Sell
30,570
-1,608
-5% -$43K 0.16% 99
2025
Q4
$799K Sell
32,178
-937
-3% -$23.7K 0.17% 61
2025
Q3
$935K Buy
33,115
+749
+2% +$21.3K 0.21% 56
2025
Q2
$937K Buy
32,366
+18
+0.1% +$496 0.22% 57
2025
Q1
$915K Buy
32,348
+243
+0.8% +$6.11K 0.24% 55
2024
Q4
$731K Sell
32,105
-1,164
-3% -$26.2K 0.18% 59
2024
Q3
$732K Sell
33,269
-8,575
-20% -$171K 0.19% 59
2024
Q2
$800K Buy
41,844
+234
+0.6% +$4.07K 0.22% 53
2024
Q1
$732K Sell
41,610
-632
-1% -$10.8K 0.23% 55
2023
Q4
$709K Sell
42,242
-1,911
-4% -$30.2K 0.24% 50
2023
Q3
$663K Sell
44,153
-1,949
-4% -$28.6K 0.24% 57
2023
Q2
$735K Sell
46,102
-14,464
-24% -$246K 0.25% 54
2023
Q1
$1.17M Buy
60,566
+6,451
+12% +$123K 0.44% 44
2022
Q4
$996K Sell
54,115
-1,198
-2% -$21.4K 0.42% 47
2022
Q3
$848K Buy
55,313
+4,725
+9% +$86K 0.4% 47
2022
Q2
$1.06M Buy
50,588
+9,249
+22% +$184K 0.5% 41
2022
Q1
$738K Sell
41,339
-25,584
-38% -$473K 0.36% 43
2021
Q4
$1.24M Sell
66,923
-3,099
-4% -$57.9K 0.47% 38
2021
Q3
$1.43M Sell
70,022
-2,455
-3% -$51.6K 0.63% 32
2021
Q2
$1.57M Buy
72,477
+13,930
+24% +$317K 0.72% 31
2021
Q1
$1.34M Buy
58,547
+1,630
+3% +$36K 0.7% 31
2020
Q4
$1.24M Buy
56,917
+2,912
+5% +$62.8K 0.73% 28
2020
Q3
$1.16M Sell
54,005
-6,560
-11% -$147K 0.85% 27
2020
Q2
$1.38M Buy
60,565
+3,420
+6% +$77.9K 1.15% 22
2020
Q1
$1.26M Buy
57,145
+8,361
+17% +$228K 1.3% 20
2019
Q4
$1.44M Buy
48,784
+2,913
+6% +$84.1K 1.26% 21
2019
Q3
$1.31M Buy
45,871
+818
+2% +$21.7K 1.43% 18
2019
Q2
$1.14M Buy
45,053
+348
+0.8% +$8.35K 1.28% 22
2019
Q1
$1.06M Sell
44,705
-216
-0.5% -$4.97K 1.32% 21
2018
Q4
$968K Sell
44,921
-670
-1% -$15.6K 1.36% 20
2018
Q3
$1.16M Sell
45,591
-869
-2% -$21.3K 0.86% 21
2018
Q2
$1.13M Buy
46,460
+6,985
+18% +$175K 1.01% 20
2018
Q1
$1.06M Sell
39,475
-2,860
-7% -$79.6K 1.15% 20
2017
Q4
$1.24M Buy
+42,335
New +$1.16M 1.12% 18

Other funds holding T

Kiley Juergens Wealth Management's T Position: Q1 2026 in Review

Kiley Juergens Wealth Management reduced its AT&T (T) stake by 5% in Q1 2026, selling an estimated $43K and leaving 30,570 shares worth $886K. The position accounts for 0.16% of the portfolio, ranked #99.

Kiley Juergens Wealth Management first reported a position in T in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.57M in Q2 2021. 2,965 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Kiley Juergens Wealth Management held 30,570 shares of AT&T worth $886K as of Q1 2026.
  • Kiley Juergens Wealth Management sold 1,608 AT&T shares in Q1 2026, an estimated $43K.
  • AT&T made up 0.16% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #99 holding.
  • Kiley Juergens Wealth Management first reported a position in AT&T in Q4 2017 and has held it in 34 quarters since.
  • Kiley Juergens Wealth Management's AT&T position peaked at $1.57M in Q2 2021.
  • 2,965 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.