Level Four Advisory Services’s AT&T T Stock Holding History

Level Four Advisory Services’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	$4.82M	Sell	166,166 -2,601	-2%	-$69.5K	0.16%	174
2025 Q4	$4.19M	Sell	168,767 -679	-0.4%	-$17.2K	0.14%	193
2025 Q3	$4.79M	Buy	169,446 +22,319	+15%	+$634K	0.16%	173
2025 Q2	$4.26M	Sell	147,127 -144	-0.1%	-$3.97K	0.16%	176
2025 Q1	$4.16M	Buy	147,271 +7,348	+5%	+$185K	0.17%	166
2024 Q4	$3.19M	Buy	139,923 +4,202	+3%	+$94.6K	0.13%	184
2024 Q3	$3.06M	Buy	135,721 +44,688	+49%	+$889K	0.13%	188
2024 Q2	$1.74M	Sell	91,033 -66,074	-42%	-$1.15M	0.08%	253
2024 Q1	$2.64M	Sell	157,107 -208	-0.1%	-$3.55K	0.14%	169
2023 Q4	$2.64M	Sell	157,315 -14,772	-9%	-$233K	0.15%	164
2023 Q3	$2.58M	Sell	172,087 -24,863	-13%	-$364K	0.17%	154
2023 Q2	$3.14M	Sell	196,950 -29,262	-13%	-$498K	0.19%	131
2023 Q1	$4.35M	Sell	226,212 -22,995	-9%	-$439K	0.29%	78
2022 Q4	$4.59M	Buy	249,207 +86,066	+53%	+$1.54M	0.34%	68
2022 Q3	$2.5M	Buy	163,141 +2,312	+1%	+$42.1K	0.24%	108
2022 Q2	$3.37M	Sell	160,829 -42,960	-21%	-$857K	0.32%	90
2022 Q1	$3.64M	Sell	203,789 -7,339	-3%	-$136K	0.28%	94
2021 Q4	$3.92M	Buy	211,128 +50,621	+32%	+$946K	0.3%	91
2021 Q3	$3.27M	Sell	160,507 -11,549	-7%	-$243K	0.34%	85
2021 Q2	$3.74M	Sell	172,056 -63,130	-27%	-$1.44M	0.26%	98
2021 Q1	$5.38M	Buy	235,186 +11,324	+5%	+$250K	0.42%	50
2020 Q4	$4.86M	Sell	223,862 -38,322	-15%	-$826K	0.39%	59
2020 Q3	$5.65M	Sell	262,184 -14,065	-5%	-$314K	0.43%	51
2020 Q2	$6.32M	Buy	276,249 +24,804	+10%	+$565K	0.49%	39
2020 Q1	$5.54M	Sell	251,445 -27,515	-10%	-$752K	0.66%	25
2019 Q4	$19.8M	Buy	278,960 +8,656	+3%	+$250K	0.78%	21
2019 Q3	$7.73M	Buy	270,304 +6,935	+3%	+$184K	0.8%	18
2019 Q2	$6.67M	Buy	263,369 +17,225	+7%	+$413K	0.67%	24
2019 Q1	$5.83M	Buy	246,144 +12,790	+5%	+$294K	0.64%	30
2018 Q4	$5.03M	Sell	233,354 -44,752	-16%	-$1.04M	0.63%	33
2018 Q3	$7.05M	Buy	278,106 +8,941	+3%	+$219K	0.76%	23
2018 Q2	$6.53M	Buy	269,165 +28,084	+12%	+$705K	0.48%	49
2018 Q1	$6.49M	Buy	241,081 +8,318	+4%	+$232K	0.5%	47
2017 Q4	$6.83M	Buy	232,763 +36,484	+19%	+$996K	0.53%	45
2017 Q3	$5.81M	Buy	196,279 +38,565	+24%	+$1.09M	0.51%	45
2017 Q2	$4.95M	Sell	157,714 -25,309	-14%	-$746K	0.76%	29
2017 Q1	$5.74M	Buy	183,023 +77,262	+73%	+$2.43M	0.58%	39
2016 Q4	$3.4M	Buy	+105,761	New	+$3.12M	0.43%	44

Other funds holding T

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Level Four Advisory Services's T Position: Q1 2026 in Review

Level Four Advisory Services reduced its AT&T (T) stake by 1.5% in Q1 2026, selling an estimated $69.5K and leaving 166,166 shares worth $4.82M. The position accounts for 0.16% of the portfolio, ranked #174.

Level Four Advisory Services first reported a position in T in Q4 2016 and has held it in 38 quarters since. The position peaked at $19.8M in Q4 2019. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

Level Four Advisory Services held 166,166 shares of AT&T worth $4.82M as of Q1 2026.
Level Four Advisory Services sold 2,601 AT&T shares in Q1 2026, an estimated $69.5K.
AT&T made up 0.16% of Level Four Advisory Services's portfolio in Q1 2026, its #174 holding.
Level Four Advisory Services first reported a position in AT&T in Q4 2016 and has held it in 38 quarters since.
Level Four Advisory Services's AT&T position peaked at $19.8M in Q4 2019.
2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.