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Liberty Wealth Management’s AT&T T Stock Holding History

Liberty Wealth Management’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 		$322K Hold
11,126
– – 0.04% 193
2026
Q1 		$322K Buy
11,126
+73
+0.7% +$1.95K 0.04% 193
2025
Q4 		$275K Buy
11,053
+447
+4% +$11.3K 0.04% 206
2025
Q3 		$300K Sell
10,606
-7,126
-40% -$202K 0.04% 180
2025
Q2 		$513K Sell
17,732
-722
-4% -$19.9K 0.08% 122
2025
Q1 		$522K Sell
18,454
-1,597
-8% -$40.2K 0.1% 89
2024
Q4 		$457K Sell
20,051
-394
-2% -$8.87K 0.08% 126
2024
Q3 		$450K Sell
20,445
-7,025
-26% -$140K 0.08% 124
2024
Q2 		$397K Buy
27,470
+6,575
+31% +$114K 0.07% 127
2024
Q1 		$367K Sell
20,895
-3,454
-14% -$59K 0.07% 126
2023
Q4 		$409K Buy
24,349
+3,265
+15% +$51.5K 0.09% 110
2023
Q3 		$317K Sell
21,084
-6,479
-24% -$95K 0.08% 122
2023
Q2 		$440K Sell
27,563
-3,265
-11% -$55.6K 0.11% 105
2023
Q1 		$594K Buy
+30,828
New +$589K 0.12% 108
2022
Q3 		$473K Buy
30,891
+1,436
+5% +$26.1K 0.13% 90
2022
Q2 		$617K Sell
29,455
-9,664
-25% -$193K 0.25% 72
2022
Q1 		$698K Buy
39,119
+11,796
+43% +$218K 0.25% 65
2021
Q4 		$507 Sell
27,323
-2,317
-8% -$43.3K 0.02% 96
2021
Q3 		$602K Buy
29,640
+2,702
+10% +$56.8K 0.21% 68
2021
Q2 		$586K Sell
26,938
-1,969
-7% -$44.8K 0.23% 66
2021
Q1 		$625K Hold
28,907
– – 0.31% 50
2020
Q4 		$625K Sell
28,907
-1,338
-4% -$28.9K 0.31% 50
2020
Q3 		$651K Sell
30,245
-4,162
-12% -$93K 0.38% 40
2020
Q2 		$787K Sell
34,407
-641
-2% -$14.6K 0.55% 31
2020
Q1 		$771K Sell
35,048
-152
-0.4% -$4.15K 0.67% 29
2019
Q4 		$1.04M Buy
35,200
+878
+3% +$25.4K 0.82% 24
2019
Q3 		$981K Sell
34,322
-6,680
-16% -$177K 0.93% 20
2019
Q2 		$1.04M Buy
41,002
+12,270
+43% +$294K 0.91% 15
2019
Q1 		$680K Buy
28,732
+759
+3% +$17.5K 0.51% 25
2018
Q4 		$602K Buy
+27,973
New +$651K 0.45% 28

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Liberty Wealth Management's T Position: Q2 2026 in Review

Liberty Wealth Management held its AT&T (T) position steady in Q2 2026 at 11,126 shares worth $322K. The position accounts for 0.04% of the portfolio, ranked #193.

Liberty Wealth Management first reported a position in T in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.04M in Q4 2019. 2,674 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Liberty Wealth Management held 11,126 shares of AT&T worth $322K as of Q2 2026.
  • Liberty Wealth Management left its AT&T share count unchanged in Q2 2026.
  • AT&T made up 0.04% of Liberty Wealth Management's portfolio in Q2 2026, its #193 holding.
  • Liberty Wealth Management first reported a position in AT&T in Q4 2018 and has held it in 30 quarters since.
  • Liberty Wealth Management's AT&T position peaked at $1.04M in Q4 2019.
  • 2,674 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.