LMG Wealth Partners
T icon

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
Q3 		$1.89M Sell
77,255
-3,495
-4% -$84.3K 0.3% 83
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% +$9.6K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LMG Wealth Partners's T Position: Q3 2026 in Review

LMG Wealth Partners reduced its AT&T (T) stake by 4.3% in Q3 2026, selling an estimated $84.3K and leaving 77,255 shares worth $1.89M. The position accounts for 0.3% of the portfolio, ranked #83.

LMG Wealth Partners first reported a position in T in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.4M in Q1 2026. 1,926 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • LMG Wealth Partners held 77,255 shares of AT&T worth $1.89M as of Q3 2026.
  • LMG Wealth Partners sold 3,495 AT&T shares in Q3 2026, an estimated $84.3K.
  • AT&T made up 0.3% of LMG Wealth Partners's portfolio in Q3 2026, its #83 holding.
  • LMG Wealth Partners first reported a position in AT&T in Q4 2022 and has held it in 16 quarters since.
  • LMG Wealth Partners's AT&T position peaked at $2.4M in Q1 2026.
  • 1,926 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on LMG Wealth Partners's 13F filing for Q3 2026, filed 5 Nov 2026.