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Lakeside Advisors’s AT&T T Stock Holding History

Lakeside 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 		$1.36M Sell
65,519
-797
-1% -$19.8K 0.85% 24
2026
Q1 		$1.92M Sell
66,316
-3,298
-5% -$88.1K 1.28% 19
2025
Q4 		$1.73M Sell
69,614
-797
-1% -$20.2K 1.11% 19
2025
Q3 		$1.99M Sell
70,411
-3,397
-5% -$96.5K 1.26% 18
2025
Q2 		$2.14M Sell
73,808
-20,222
-22% -$557K 1.38% 17
2025
Q1 		$2.66M Sell
94,030
-2,948
-3% -$74.1K 1.76% 14
2024
Q4 		$2.21M Sell
96,978
-1,666
-2% -$37.5K 1.46% 17
2024
Q3 		$2.17M Sell
98,644
-3,821
-4% -$76K 1.36% 18
2024
Q2 		$1.96M Sell
102,465
-9,189
-8% -$160K 1.27% 18
2024
Q1 		$1.97M Sell
111,654
-4,583
-4% -$78.3K 1.26% 18
2023
Q4 		$1.95M Sell
116,237
-4,350
-4% -$68.7K 1.35% 17
2023
Q3 		$1.81M Buy
120,587
+1,669
+1% +$24.5K 1.39% 18
2023
Q2 		$1.9M Buy
118,918
+310
+0.3% +$5.28K 1.4% 15
2023
Q1 		$2.28M Hold
118,608
– – 1.76% 14
2022
Q4 		$2.18M Sell
118,608
-3,417
-3% -$61.2K 1.79% 14
2022
Q3 		$1.87M Buy
122,025
+3,800
+3% +$69.1K 1.68% 14
2022
Q2 		$2.48M Sell
118,225
-36,187
-23% -$722K 2.11% 14
2022
Q1 		$2.76M Buy
154,412
+5,826
+4% +$108K 2.08% 12
2021
Q4 		$2.76M Buy
+148,586
New +$2.78M 2.04% 12

Other funds holding T

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Lakeside Advisors's T Position: Q2 2026 in Review

Lakeside Advisors reduced its AT&T (T) stake by 1.2% in Q2 2026, selling an estimated $19.8K and leaving 65,519 shares worth $1.36M. The position accounts for 0.85% of the portfolio, ranked #24.

Lakeside Advisors first reported a position in T in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.76M in Q4 2021. 1,525 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Lakeside Advisors held 65,519 shares of AT&T worth $1.36M as of Q2 2026.
  • Lakeside Advisors sold 797 AT&T shares in Q2 2026, an estimated $19.8K.
  • AT&T made up 0.85% of Lakeside Advisors's portfolio in Q2 2026, its #24 holding.
  • Lakeside Advisors first reported a position in AT&T in Q4 2021 and has held it in 19 quarters since.
  • Lakeside Advisors's AT&T position peaked at $2.76M in Q4 2021.
  • 1,525 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Lakeside Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.