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LBMC Investment Advisors’s AT&T T Stock Holding History

LBMC Investment 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
Q1 		$311K Sell
10,738
-488
-4% -$13K 0.02% 198
2025
Q4 		$279K Buy
11,226
+311
+3% +$7.87K 0.02% 194
2025
Q3 		$308K Sell
10,915
-9
-0.1% -$256 0.02% 196
2025
Q2 		$316K Buy
10,924
+3
+0% +$83 0.02% 164
2025
Q1 		$309K Sell
10,921
-861
-7% -$21.7K 0.02% 156
2024
Q4 		$268K Buy
11,782
+219
+2% +$4.93K 0.02% 168
2024
Q3 		$254K Sell
11,563
-1,995
-15% -$39.7K 0.02% 170
2024
Q2 		$259K Sell
13,558
-285
-2% -$4.96K 0.02% 155
2024
Q1 		$244K Sell
13,843
-113
-0.8% -$1.93K 0.02% 161
2023
Q4 		$234K Buy
13,956
+5
+0% +$79 0.02% 146
2023
Q3 		$206K Buy
13,951
+6
+0% +$88 0.02% 153
2023
Q2 		$222K Sell
13,945
-1,573
-10% -$26.8K 0.02% 154
2023
Q1 		$299K Buy
15,518
+4
+0% +$76 0.03% 123
2022
Q4 		$286K Sell
15,514
-42
-0.3% -$752 0.03% 125
2022
Q3 		$239K Sell
15,556
-261
-2% -$4.75K 0.03% 136
2022
Q2 		$332K Sell
15,817
-3,303
-17% -$65.9K 0.04% 106
2022
Q1 		$341K Buy
19,120
+8
+0% +$148 0.03% 111
2021
Q4 		$355K Sell
19,112
-5,814
-23% -$109K 0.03% 119
2021
Q3 		$476 Hold
24,926
– – 0.04% 90
2021
Q2 		$542K Buy
24,926
+5,040
+25% +$115K 0.05% 88
2021
Q1 		$455K Sell
19,886
-840
-4% -$18.6K 0.05% 83
2020
Q4 		$450K Buy
20,726
+1,709
+9% +$36.9K 0.05% 75
2020
Q3 		$409K Sell
19,017
-1,722
-8% -$38.5K 0.06% 76
2020
Q2 		$474K Buy
20,739
+250
+1% +$5.69K 0.07% 59
2020
Q1 		$451K Buy
20,489
+3,118
+18% +$85.2K 0.08% 54
2019
Q4 		$513K Sell
17,371
-2,592
-13% -$74.8K 0.07% 54
2019
Q3 		$571K Sell
19,963
-1,361
-6% -$36.1K 0.09% 51
2019
Q2 		$540K Buy
21,324
+1,821
+9% +$43.7K 0.08% 52
2019
Q1 		$462K Sell
19,503
-2,297
-11% -$52.8K 0.07% 55
2018
Q4 		$470K Sell
21,800
-2,552
-10% -$59.4K 0.09% 56
2018
Q3 		$618K Sell
24,352
-886
-4% -$21.7K 0.1% 53
2018
Q2 		$612K Buy
25,238
+2,756
+12% +$69.2K 0.1% 52
2018
Q1 		$605K Sell
22,482
-182
-0.8% -$5.07K 0.1% 44
2017
Q4 		$666K Buy
22,664
+7,498
+49% +$205K 0.11% 42
2017
Q3 		$449K Buy
15,166
+2,082
+16% +$59.1K 0.08% 53
2017
Q2 		$373K Sell
13,084
-1,447
-10% -$42.7K 0.07% 57
2017
Q1 		$456K Buy
14,531
+224
+2% +$7.05K 0.08% 54
2016
Q4 		$460K Sell
14,307
-6,644
-32% -$196K 0.09% 50
2016
Q3 		$643K Buy
+20,951
New +$662K 0.12% 43

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

LBMC Investment Advisors's T Position: Q1 2026 in Review

LBMC Investment Advisors reduced its AT&T (T) stake by 4.3% in Q1 2026, selling an estimated $13K and leaving 10,738 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #198.

LBMC Investment Advisors first reported a position in T in Q3 2016 and has held it in 39 quarters since. The position peaked at $666K in Q4 2017. 2,965 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • LBMC Investment Advisors held 10,738 shares of AT&T worth $311K as of Q1 2026.
  • LBMC Investment Advisors sold 488 AT&T shares in Q1 2026, an estimated $13K.
  • AT&T made up 0.02% of LBMC Investment Advisors's portfolio in Q1 2026, its #198 holding.
  • LBMC Investment Advisors first reported a position in AT&T in Q3 2016 and has held it in 39 quarters since.
  • LBMC Investment Advisors's AT&T position peaked at $666K in Q4 2017.
  • 2,965 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.