Kovitz Investment Group Partners
T icon

Kovitz Investment Group Partners’s AT&T T Stock Holding History

Kovitz Investment Group Partners’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
2021
Q4 		– Sell
-2,152
Closed -$353K – 458
2021
Q3 		$353K Buy
2,152
+20
+0.9% +$420 0.01% 377
2021
Q2 		$612K Buy
+2,132
New +$48.5K 0.01% 350

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

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. 2,965 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.
  • 2,965 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.