Lakeside Advisors
T icon

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
Q3 		$1.55M Sell
63,623
-1,896
-3% -$45.7K 0.91% 22
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Lakeside Advisors's T Position: Q3 2026 in Review

Lakeside Advisors reduced its AT&T (T) stake by 2.9% in Q3 2026, selling an estimated $45.7K and leaving 63,623 shares worth $1.55M. The position accounts for 0.91% of the portfolio, ranked #22.

Lakeside Advisors first reported a position in T in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.76M in Q4 2021. 2,200 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • Lakeside Advisors held 63,623 shares of AT&T worth $1.55M as of Q3 2026.
  • Lakeside Advisors sold 1,896 AT&T shares in Q3 2026, an estimated $45.7K.
  • AT&T made up 0.91% of Lakeside Advisors's portfolio in Q3 2026, its #22 holding.
  • Lakeside Advisors first reported a position in AT&T in Q4 2021 and has held it in 20 quarters since.
  • Lakeside Advisors's AT&T position peaked at $2.76M in Q4 2021.
  • 2,200 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.