LPT
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Legacy Private Trust’s AT&T T Stock Holding History

Legacy Private Trust’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 		$258K Sell
10,569
-1,231
-10% -$29.7K 0.01% 243
2026
Q2 		$244K Buy
11,800
+224
+2% +$5.56K 0.01% 251
2026
Q1 		$336K Buy
+11,576
New +$309K 0.02% 223
2017
Q3 		– Sell
-10,622
Closed -$302K – 247
2017
Q2 		$302K Sell
10,622
-1,193
-10% -$35.2K 0.04% 199
2017
Q1 		$371K Sell
11,815
-2,086
-15% -$65.6K 0.05% 189
2016
Q4 		$447K Sell
13,901
-264
-2% -$7.79K 0.06% 185
2016
Q3 		$435K Sell
14,165
-65
-0.5% -$2.05K 0.06% 184
2016
Q2 		$464K Sell
14,230
-2,503
-15% -$74.5K 0.07% 173
2016
Q1 		$495K Sell
16,733
-16,372
-49% -$453K 0.07% 172
2015
Q4 		$861K Sell
33,105
-781
-2% -$19.8K 0.13% 141
2015
Q3 		$834K Sell
33,886
-1,542
-4% -$39.3K 0.13% 142
2015
Q2 		$950K Sell
35,428
-2,661
-7% -$68.8K 0.14% 142
2015
Q1 		$939K Sell
38,089
-38
-0.1% -$966 0.14% 146
2014
Q4 		$967K Sell
38,127
-6,187
-14% -$161K 0.14% 150
2014
Q3 		$1.18M Sell
44,314
-15,986
-27% -$425K 0.18% 134
2014
Q2 		$1.61M Buy
60,300
+40,741
+208% +$1.09M 0.25% 107
2014
Q1 		$519K Buy
19,559
+5,571
+40% +$140K 0.09% 143
2013
Q4 		$371K Sell
13,988
-5,534
-28% -$146K 0.07% 159
2013
Q3 		$499K Buy
19,522
+3,919
+25% +$103K 0.11% 121
2013
Q2 		$417K Buy
+15,603
New +$433K 0.1% 129

Other funds holding T

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Legacy Private Trust's T Position: Q3 2026 in Review

Legacy Private Trust reduced its AT&T (T) stake by 10% in Q3 2026, selling an estimated $29.7K and leaving 10,569 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #243.

Legacy Private Trust first reported a position in T in Q2 2013 and has held it in 20 quarters since. The position peaked at $1.61M in Q2 2014. 232 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • Legacy Private Trust held 10,569 shares of AT&T worth $258K as of Q3 2026.
  • Legacy Private Trust sold 1,231 AT&T shares in Q3 2026, an estimated $29.7K.
  • AT&T made up 0.01% of Legacy Private Trust's portfolio in Q3 2026, its #243 holding.
  • Legacy Private Trust first reported a position in AT&T in Q2 2013 and has held it in 20 quarters since.
  • Legacy Private Trust's AT&T position peaked at $1.61M in Q2 2014.
  • 232 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.