Kovitz Investment Group Partners’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
$879K Sell
30,337
-15,638
-34% -$418K 0.02% 338
2025
Q4
$1.14M Sell
45,975
-632,286
-93% -$16M 0.03% 300
2025
Q3
$19.2M Sell
678,261
-8,918
-1% -$253K 0.07% 219
2025
Q2
$19.9M Buy
687,179
+266,648
+63% +$7.35M 0.09% 202
2025
Q1
$11.9M Sell
420,531
-167,299
-28% -$4.21M 0.06% 234
2024
Q4
$13.4M Buy
587,830
+18,587
+3% +$418K 0.07% 218
2024
Q3
$9.8M Buy
569,243
+340,151
+148% +$6.77M 0.07% 233
2024
Q2
$4.38M Buy
229,092
+215,496
+1,585% +$3.75M 0.04% 305
2024
Q1
$239K Buy
+13,596
New +$232K ﹤0.01% 611
2022
Q4
Sell
-22,971
Closed -$352K 398
2022
Q3
$352K Sell
22,971
-1,964
-8% -$35.7K 0.01% 345
2022
Q2
$523K Sell
24,935
-69,935
-74% -$1.39M 0.01% 333
2022
Q1
$1.69M Sell
94,870
-13,820
-13% -$256K 0.03% 240
2021
Q4
$2.36M Sell
108,690
-6,429
-6% -$120K 0.06% 201
2021
Q3
$2.35M Sell
115,119
-38,431
-25% -$807K 0.05% 220
2021
Q2
$3.34M Buy
153,550
+16,243
+12% +$369K 0.07% 193
2021
Q1
$3.14M Buy
137,307
+28,619
+26% +$633K 0.07% 176
2020
Q4
$2.36M Sell
108,688
-1,025
-0.9% -$22.1K 0.06% 195
2020
Q3
$2.36M Sell
109,713
-3,292
-3% -$73.6K 0.07% 177
2020
Q2
$2.58M Buy
113,005
+2,195
+2% +$50K 0.08% 159
2020
Q1
$2.44M Buy
110,810
+13,323
+14% +$364K 0.09% 158
2019
Q4
$2.88M Buy
97,487
+121
+0.1% +$3.49K 0.08% 164
2019
Q3
$2.78M Buy
97,366
+2,658
+3% +$70.4K 0.09% 162
2019
Q2
$2.4M Sell
94,708
-4,552
-5% -$109K 0.08% 180
2019
Q1
$2.35M Buy
99,260
+6,369
+7% +$147K 0.07% 184
2018
Q4
$2M Buy
92,891
+84,767
+1,043% +$1.97M 0.08% 147
2018
Q3
$206K Buy
+8,124
New +$199K 0.01% 150
2018
Q1
Sell
-8,312
Closed -$244 156
2017
Q4
$244 Buy
8,312
+265
+3% +$7.24K 0.01% 150
2017
Q3
$238K Sell
8,047
-464
-5% -$13.2K 0.01% 151
2017
Q2
$243K Sell
8,511
-5,334
-39% -$157K 0.01% 146
2017
Q1
$434K Buy
13,845
+1,288
+10% +$40.5K 0.02% 102
2016
Q4
$403K Buy
12,557
+1,768
+16% +$52.2K 0.02% 95
2016
Q3
$331K Buy
10,789
+137
+1% +$4.33K 0.02% 110
2016
Q2
$348K Buy
10,652
+330
+3% +$9.82K 0.02% 110
2016
Q1
$305K Buy
+10,322
New +$286K 0.02% 116

Other funds holding T

Kovitz Investment Group Partners's T Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its AT&T (T) stake by 34% in Q1 2026, selling an estimated $418K and leaving 30,337 shares worth $879K. The position accounts for 0.02% of the portfolio, ranked #338.

Kovitz Investment Group Partners first reported a position in T in Q1 2016 and has held it in 34 quarters since. The position peaked at $19.9M in Q2 2025. 2,972 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Kovitz Investment Group Partners held 30,337 shares of AT&T worth $879K as of Q1 2026.
  • Kovitz Investment Group Partners sold 15,638 AT&T shares in Q1 2026, an estimated $418K.
  • AT&T made up 0.02% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #338 holding.
  • Kovitz Investment Group Partners first reported a position in AT&T in Q1 2016 and has held it in 34 quarters since.
  • Kovitz Investment Group Partners's AT&T position peaked at $19.9M in Q2 2025.
  • 2,972 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.