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Legacy Wealth Management (Tennessee)’s AT&T T Stock Holding History

Legacy Wealth Management (Tennessee)’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 		$273K Buy
13,192
+1,927
+17% +$47.8K 0.01% 28
2026
Q1 		$327K Sell
11,265
-7,357
-40% -$197K 0.02% 24
2025
Q4 		$463K Buy
18,622
+605
+3% +$15.3K 0.03% 23
2025
Q3 		$509K Sell
18,017
-308
-2% -$8.75K 0.03% 23
2025
Q2 		$530K Sell
18,325
-924
-5% -$25.5K 0.03% 24
2025
Q1 		$544K Sell
19,249
-2,076
-10% -$52.2K 0.04% 25
2024
Q4 		$486K Sell
21,325
-72,043
-77% -$1.62M 0.03% 28
2024
Q3 		$2.05M Buy
93,368
+4,010
+4% +$79.8K 0.13% 18
2024
Q2 		$1.71M Sell
89,358
-2,812
-3% -$48.9K 0.12% 17
2024
Q1 		$1.62M Buy
+92,170
New +$1.57M 0.12% 17

Other funds holding T

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s T Position: Q2 2026 in Review

Legacy Wealth Management (Tennessee) increased its AT&T (T) stake by 17% in Q2 2026, buying an estimated $47.8K and bringing the position to 13,192 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #28.

Legacy Wealth Management (Tennessee) first reported a position in T in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.05M in Q3 2024. 673 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Legacy Wealth Management (Tennessee) held 13,192 shares of AT&T worth $273K as of Q2 2026.
  • Legacy Wealth Management (Tennessee) bought 1,927 AT&T shares in Q2 2026, an estimated $47.8K.
  • AT&T made up 0.01% of Legacy Wealth Management (Tennessee)'s portfolio in Q2 2026, its #28 holding.
  • Legacy Wealth Management (Tennessee) first reported a position in AT&T in Q1 2024 and has held it in 10 quarters since.
  • Legacy Wealth Management (Tennessee)'s AT&T position peaked at $2.05M in Q3 2024.
  • 673 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q2 2026, filed 9 Jul 2026.