Legacy Financial Strategies’s AT&T T Stock Holding History

Legacy Financial Strategies’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	$206K	Sell	9,952 -3,683	-27%	-$91.4K	0.03%	144
2026 Q1	$395K	Buy	13,635 +528	+4%	+$14.1K	0.07%	90
2025 Q4	$326K	Sell	13,107 -528	-4%	-$13.4K	0.06%	102
2025 Q3	$385K	Buy	13,635 +3,328	+32%	+$94.5K	0.07%	90
2025 Q2	$298K	Buy	10,307 +1,789	+21%	+$49.3K	0.06%	100
2025 Q1	$241K	Buy	+8,518	New	+$214K	0.05%	104
2021 Q2	–	Sell	-12,369	Closed	-$283K	–	65
2021 Q1	$283K	Buy	+12,369	New	+$273K	0.15%	55
2020 Q1	–	Sell	-7,359	Closed	-$217K	–	61
2019 Q4	$217K	Buy	7,359 +33	+0.5%	+$953	0.18%	62
2019 Q3	$213K	Buy	+7,326	New	+$194K	0.19%	59
2018 Q3	–	Sell	-10,799	Closed	-$262K	–	80
2018 Q2	$262K	Buy	10,799 +261	+2%	+$6.55K	0.23%	77
2018 Q1	$284K	Sell	10,538 -598	-5%	-$16.6K	0.28%	80
2017 Q4	$327K	Buy	+11,136	New	+$304K	0.35%	66

Other funds holding T

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Legacy Financial Strategies's T Position: Q2 2026 in Review

Legacy Financial Strategies reduced its AT&T (T) stake by 27% in Q2 2026, selling an estimated $91.4K and leaving 9,952 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #144.

Legacy Financial Strategies first reported a position in T in Q4 2017 and has held it in 12 quarters since. The position peaked at $395K in Q1 2026. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

Legacy Financial Strategies held 9,952 shares of AT&T worth $206K as of Q2 2026.
Legacy Financial Strategies sold 3,683 AT&T shares in Q2 2026, an estimated $91.4K.
AT&T made up 0.03% of Legacy Financial Strategies's portfolio in Q2 2026, its #144 holding.
Legacy Financial Strategies first reported a position in AT&T in Q4 2017 and has held it in 12 quarters since.
Legacy Financial Strategies's AT&T position peaked at $395K in Q1 2026.
2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.