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LMG Wealth Partners’s AT&T T Stock Holding History

LMG Wealth Partners’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 		$1.67M Sell
80,750
-1,979
-2% -$49.1K 0.27% 86
2026
Q1 		$2.4M Buy
82,729
+480
+0.6% +$12.8K 0.44% 68
2025
Q4 		$2.04M Buy
82,249
+55
+0.1% +$1.39K 0.38% 75
2025
Q3 		$2.32M Buy
82,194
+68
+0.1% +$1.93K 0.43% 65
2025
Q2 		$2.38M Sell
82,126
-730
-0.9% -$20.1K 0.49% 61
2025
Q1 		$2.34M Sell
82,856
-955
-1% -$24K 0.52% 58
2024
Q4 		$1.91M Buy
83,811
+490
+0.6% +$11K 0.42% 65
2024
Q3 		$1.83M Buy
83,321
+482
+0.6% +$9.59K 0.42% 58
2024
Q2 		$1.58M Buy
82,839
+2,224
+3% +$38.7K 0.39% 63
2024
Q1 		$1.42M Sell
80,615
-29,408
-27% -$502K 0.36% 62
2023
Q4 		$1.85M Buy
110,023
+9,980
+10% +$158K 0.51% 55
2023
Q3 		$1.5M Buy
100,043
+42,316
+73% +$620K 0.46% 57
2023
Q2 		$921K Buy
57,727
+5,838
+11% +$99.4K 0.28% 62
2023
Q1 		$999K Buy
51,889
+1,407
+3% +$26.9K 0.32% 62
2022
Q4 		$976K Buy
+50,482
New +$904K 0.32% 59

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

LMG Wealth Partners's T Position: Q2 2026 in Review

LMG Wealth Partners reduced its AT&T (T) stake by 2.4% in Q2 2026, selling an estimated $49.1K and leaving 80,750 shares worth $1.67M. The position accounts for 0.27% of the portfolio, ranked #86.

LMG Wealth Partners first reported a position in T in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.4M in Q1 2026. 2,684 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • LMG Wealth Partners held 80,750 shares of AT&T worth $1.67M as of Q2 2026.
  • LMG Wealth Partners sold 1,979 AT&T shares in Q2 2026, an estimated $49.1K.
  • AT&T made up 0.27% of LMG Wealth Partners's portfolio in Q2 2026, its #86 holding.
  • LMG Wealth Partners first reported a position in AT&T in Q4 2022 and has held it in 15 quarters since.
  • LMG Wealth Partners's AT&T position peaked at $2.4M in Q1 2026.
  • 2,684 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.