Liberty Wealth Management’s AT&T T Stock Holding History
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 | $507K | 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
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. 2,696 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.
- 2,696 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.