LA
T icon

LVW Advisors’s AT&T T Stock Holding History

LVW 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 		$292K Buy
14,101
+1,698
+14% +$42.1K 0.03% 357
2026
Q1 		$360K Buy
+12,403
New +$331K 0.03% 282
2021
Q4 		– Sell
-145,150
Closed -$2.96M – 253
2021
Q3 		$2.96M Sell
145,150
-6,694
-4% -$141K 0.51% 53
2021
Q2 		$3.3M Buy
151,844
+2,464
+2% +$56K 0.59% 47
2021
Q1 		$3.42M Buy
149,380
+4,636
+3% +$103K 0.66% 43
2020
Q4 		$3.14M Buy
144,744
+18,438
+15% +$398K 0.63% 41
2020
Q3 		$2.72M Buy
126,306
+109,176
+637% +$2.44M 0.6% 47
2020
Q2 		$391K Sell
17,130
-4,230
-20% -$96.3K 0.09% 109
2020
Q1 		$470K Buy
21,360
+8,872
+71% +$242K 0.13% 91
2019
Q4 		$369K Sell
12,488
-9,492
-43% -$274K 0.08% 125
2019
Q3 		$628K Buy
21,980
+4,740
+27% +$126K 0.16% 86
2019
Q2 		$436K Buy
17,240
+3,274
+23% +$78.5K 0.12% 98
2019
Q1 		$331K Sell
13,966
-238
-2% -$5.47K 0.09% 138
2018
Q4 		$306K Buy
14,204
+46
+0.3% +$1.07K 0.1% 119
2018
Q3 		$359K Sell
14,158
-909
-6% -$22.3K 0.1% 116
2018
Q2 		$365K Sell
15,067
-41,433
-73% -$1.04M 0.12% 103
2018
Q1 		$1.52M Sell
56,500
-1,085
-2% -$30.2K 0.47% 45
2017
Q4 		$1.69M Sell
57,585
-2,220
-4% -$60.6K 0.49% 44
2017
Q3 		$1.77M Sell
59,805
-42,544
-42% -$1.21M 0.7% 33
2017
Q2 		$2.92M Sell
102,349
-716
-0.7% -$21.1K 1.03% 19
2017
Q1 		$3.23M Sell
103,065
-11,820
-10% -$372K 1.16% 16
2016
Q4 		$3.69M Buy
114,885
+861
+0.8% +$25.4K 1.29% 14
2016
Q3 		$3.5M Buy
114,024
+5,755
+5% +$182K 1.15% 14
2016
Q2 		$3.53M Sell
108,269
-25,740
-19% -$766K 1.33% 11
2016
Q1 		$3.96M Buy
134,009
+3,318
+3% +$91.9K 1.27% 14
2015
Q4 		$3.4M Buy
130,691
+2,000
+2% +$50.7K 1.33% 18
2015
Q3 		$3.17M Buy
128,691
+2,343
+2% +$59.7K 1.46% 17
2015
Q2 		$3.39M Sell
126,348
-17,718
-12% -$458K 1.44% 14
2015
Q1 		$3.55M Buy
144,066
+2,959
+2% +$75.2K 1.69% 13
2014
Q4 		$3.58M Buy
+141,107
New +$3.66M 1.97% 12

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

LVW Advisors's T Position: Q2 2026 in Review

LVW Advisors increased its AT&T (T) stake by 14% in Q2 2026, buying an estimated $42.1K and bringing the position to 14,101 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #357.

LVW Advisors first reported a position in T in Q4 2014 and has held it in 30 quarters since. The position peaked at $3.96M in Q1 2016. 1,275 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • LVW Advisors held 14,101 shares of AT&T worth $292K as of Q2 2026.
  • LVW Advisors bought 1,698 AT&T shares in Q2 2026, an estimated $42.1K.
  • AT&T made up 0.03% of LVW Advisors's portfolio in Q2 2026, its #357 holding.
  • LVW Advisors first reported a position in AT&T in Q4 2014 and has held it in 30 quarters since.
  • LVW Advisors's AT&T position peaked at $3.96M in Q1 2016.
  • 1,275 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.