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Legacy Advisors’s AT&T T Stock Holding History

Legacy 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 		$278K Buy
13,439
+3,383
+34% +$84K 0.03% 263
2026
Q1 		$292K Buy
10,056
+21
+0.2% +$561 0.03% 213
2025
Q4 		$249K Buy
+10,035
New +$254K 0.03% 245
2025
Q2 		– Sell
-88,303
Closed -$2.5M – 358
2025
Q1 		$2.5M Buy
88,303
+1,948
+2% +$49K 0.26% 75
2024
Q4 		$1.97M Buy
86,355
+15,842
+22% +$357K 0.19% 87
2024
Q3 		$1.55M Buy
70,513
+46,435
+193% +$924K 0.17% 103
2024
Q2 		$460K Buy
24,078
+1,670
+7% +$29K 0.06% 215
2024
Q1 		$394K Buy
22,408
+1,534
+7% +$26.2K 0.05% 227
2023
Q4 		$350K Sell
20,874
-7,185
-26% -$113K 0.05% 224
2023
Q3 		$421K Buy
+28,059
New +$411K 0.07% 199
2023
Q2 		– Sell
-12,309
Closed -$237K – 276
2023
Q1 		$237K Buy
12,309
+962
+8% +$18.4K 0.04% 217
2022
Q4 		$209K Buy
+11,347
New +$203K 0.04% 230
2022
Q3 		– Sell
-13,668
Closed -$286K – 239
2022
Q2 		$286K Buy
13,668
+1,028
+8% +$20.5K 0.06% 174
2022
Q1 		$226K Buy
+12,640
New +$234K 0.04% 192
2021
Q2 		– Sell
-9,142
Closed -$209K – 132
2021
Q1 		$209K Buy
+9,142
New +$202K 0.09% 115
2020
Q4 		– Sell
-12,615
Closed -$272K – 116
2020
Q3 		$272K Buy
12,615
+1,746
+16% +$39K 0.18% 82
2020
Q2 		$248K Hold
10,869
– – 0.2% 85
2020
Q1 		$239K Sell
10,869
-178
-2% -$4.86K 0.24% 82
2019
Q4 		$326K Sell
11,047
-808
-7% -$23.3K 0.21% 97
2019
Q3 		$339K Buy
11,855
+986
+9% +$26.1K 0.25% 76
2019
Q2 		$275K Sell
10,869
-13,781
-56% -$331K 0.19% 91
2019
Q1 		$584K Sell
24,650
-3,534
-13% -$81.3K 0.19% 92
2018
Q4 		$608K Buy
28,184
+481
+2% +$11.2K 0.46% 50
2018
Q3 		$703K Buy
27,703
+1,010
+4% +$24.7K 0.35% 73
2018
Q2 		$647K Buy
26,693
+20,506
+331% +$515K 0.48% 43
2018
Q1 		$164K Sell
6,187
-556
-8% -$15.5K 0.12% 88
2017
Q4 		$198K Buy
6,743
+135
+2% +$3.69K 0.19% 55
2017
Q3 		$195K Buy
6,608
+792
+14% +$22.5K 0.22% 51
2017
Q2 		$165K Hold
5,816
– – 0.21% 54
2017
Q1 		$182K Hold
5,816
– – 0.25% 43
2016
Q4 		$186K Buy
+5,816
New +$172K 0.25% 47

Other funds holding T

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TC
Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Legacy Advisors's T Position: Q2 2026 in Review

Legacy Advisors increased its AT&T (T) stake by 34% in Q2 2026, buying an estimated $84K and bringing the position to 13,439 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #263.

Legacy Advisors first reported a position in T in Q4 2016 and has held it in 31 quarters since. The position peaked at $2.5M in Q1 2025. 863 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Legacy Advisors held 13,439 shares of AT&T worth $278K as of Q2 2026.
  • Legacy Advisors bought 3,383 AT&T shares in Q2 2026, an estimated $84K.
  • AT&T made up 0.03% of Legacy Advisors's portfolio in Q2 2026, its #263 holding.
  • Legacy Advisors first reported a position in AT&T in Q4 2016 and has held it in 31 quarters since.
  • Legacy Advisors's AT&T position peaked at $2.5M in Q1 2025.
  • 863 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.