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Lifeworks Advisors’s AT&T T Stock Holding History

Lifeworks Advisors’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 		$272K Sell
13,159
-2,650
-17% -$65.8K 0.03% 286
2026
Q1 		$458K Buy
15,809
+1,532
+11% +$40.9K 0.06% 205
2025
Q4 		$355K Buy
+14,277
New +$361K 0.05% 247
2023
Q3 		– Sell
-10,147
Closed -$162K – 193
2023
Q2 		$162K Buy
+10,147
New +$173K 0.07% 155

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lifeworks Advisors's T Position: Q2 2026 in Review

Lifeworks Advisors reduced its AT&T (T) stake by 17% in Q2 2026, selling an estimated $65.8K and leaving 13,159 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #286.

Lifeworks Advisors first reported a position in T in Q2 2023 and has held it in 4 quarters since. The position peaked at $458K in Q1 2026. 2,687 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Lifeworks Advisors held 13,159 shares of AT&T worth $272K as of Q2 2026.
  • Lifeworks Advisors sold 2,650 AT&T shares in Q2 2026, an estimated $65.8K.
  • AT&T made up 0.03% of Lifeworks Advisors's portfolio in Q2 2026, its #286 holding.
  • Lifeworks Advisors first reported a position in AT&T in Q2 2023 and has held it in 4 quarters since.
  • Lifeworks Advisors's AT&T position peaked at $458K in Q1 2026.
  • 2,687 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.