LWM
T icon

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

Lodestone 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 		$170K Sell
8,204
-185
-2% -$4.59K 0.06% 195
2026
Q1 		$243K Buy
8,389
+35
+0.4% +$935 0.1% 158
2025
Q4 		$208K Sell
8,354
-1,566
-16% -$39.6K 0.08% 164
2025
Q3 		$280K Sell
9,920
-1,859
-16% -$52.8K 0.13% 147
2025
Q2 		$341K Buy
11,779
+65
+0.6% +$1.79K 0.17% 123
2025
Q1 		$331K Buy
11,714
+9
+0.1% +$226 0.18% 114
2024
Q4 		$267K Buy
11,705
+541
+5% +$12.2K 0.13% 126
2024
Q3 		$246K Sell
11,164
-1,926
-15% -$38.3K 0.12% 130
2024
Q2 		$250K Sell
13,090
-785
-6% -$13.7K 0.13% 136
2024
Q1 		$244K Sell
13,875
-240
-2% -$4.1K 0.13% 135
2023
Q4 		$237K Sell
14,115
-1,697
-11% -$26.8K 0.14% 135
2023
Q3 		$237K Buy
15,812
+126
+0.8% +$1.85K 0.17% 117
2023
Q2 		$250K Buy
15,686
+3,237
+26% +$55.1K 0.17% 121
2023
Q1 		$240K Sell
12,449
-132
-1% -$2.52K 0.18% 118
2022
Q4 		$232K Buy
+12,581
New +$225K 0.19% 112

Other funds holding T

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Lodestone Wealth Management reduced its AT&T (T) stake by 2.2% in Q2 2026, selling an estimated $4.59K and leaving 8,204 shares worth $170K. The position accounts for 0.06% of the portfolio, ranked #195.

Lodestone Wealth Management first reported a position in T in Q4 2022 and has held it in 15 quarters since. The position peaked at $341K in Q2 2025. 1,154 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Lodestone Wealth Management held 8,204 shares of AT&T worth $170K as of Q2 2026.
  • Lodestone Wealth Management sold 185 AT&T shares in Q2 2026, an estimated $4.59K.
  • AT&T made up 0.06% of Lodestone Wealth Management's portfolio in Q2 2026, its #195 holding.
  • Lodestone Wealth Management first reported a position in AT&T in Q4 2022 and has held it in 15 quarters since.
  • Lodestone Wealth Management's AT&T position peaked at $341K in Q2 2025.
  • 1,154 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.