Mount Yale Investment Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.5M | Buy |
363,526
+255,049
| +235% | +$6.81M | 0.24% | 90 |
|
|
2025
Q4 | $2.69M | Buy |
108,477
+58,730
| +118% | +$1.49M | 0.13% | 159 |
|
|
2025
Q3 | $1.4M | Buy |
49,747
+16,543
| +50% | +$470K | 0.1% | 217 |
|
|
2025
Q2 | $961K | Buy |
33,204
+9,926
| +43% | +$274K | 0.08% | 211 |
|
|
2025
Q1 | $658K | Sell |
23,278
-7,689
| -25% | -$193K | 0.06% | 270 |
|
|
2024
Q4 | $705K | Buy |
30,967
+1,476
| +5% | +$33.2K | 0.06% | 274 |
|
|
2024
Q3 | $649K | Sell |
29,491
-1,252
| -4% | -$24.9K | 0.06% | 287 |
|
|
2024
Q2 | $588K | Sell |
30,743
-644
| -2% | -$11.2K | 0.05% | 312 |
|
|
2024
Q1 | $552K | Buy |
31,387
+1,687
| +6% | +$28.8K | 0.04% | 333 |
|
|
2023
Q4 | $498K | Buy |
29,700
+8,072
| +37% | +$127K | 0.05% | 319 |
|
|
2023
Q3 | $325K | Buy |
21,628
+659
| +3% | +$9.66K | 0.04% | 377 |
|
|
2023
Q2 | $334K | Buy |
20,969
+385
| +2% | +$6.56K | 0.04% | 369 |
|
|
2023
Q1 | $396K | Buy |
+20,584
| New | +$393K | 0.04% | 332 |
|
|
2022
Q4 | – | Sell |
-305,477
| Closed | -$4.69M | – | 494 |
|
|
2022
Q3 | $4.69M | Buy |
305,477
+29,580
| +11% | +$538K | 0.62% | 34 |
|
|
2022
Q2 | $5.78M | Sell |
275,897
-51,739
| -16% | -$1.03M | 0.73% | 25 |
|
|
2022
Q1 | $5.85M | Buy |
327,636
+73,927
| +29% | +$1.37M | 0.64% | 30 |
|
|
2021
Q4 | $4.71M | Sell |
253,709
-10,267
| -4% | -$192K | 0.49% | 48 |
|
|
2021
Q3 | $5.38M | Buy |
263,976
+21,378
| +9% | +$449K | 0.62% | 33 |
|
|
2021
Q2 | $5.27M | Buy |
242,598
+2,574
| +1% | +$58.5K | 0.64% | 35 |
|
|
2021
Q1 | $5.49M | Sell |
240,024
-4,115
| -2% | -$91K | 0.72% | 32 |
|
|
2020
Q4 | $5.3M | Buy |
244,139
+30,933
| +15% | +$667K | 0.74% | 27 |
|
|
2020
Q3 | $4.59M | Sell |
213,206
-4,123
| -2% | -$92.1K | 0.65% | 32 |
|
|
2020
Q2 | $4.96M | Sell |
217,329
-32
| -0% | -$729 | 0.89% | 24 |
|
|
2020
Q1 | $4.79M | Buy |
+217,361
| New | +$5.94M | 1.08% | 19 |
|
|
2019
Q2 | – | Sell |
-10,115
| Closed | -$240K | – | 340 |
|
|
2019
Q1 | $240K | Sell |
10,115
-427
| -4% | -$9.82K | 0.05% | 277 |
|
|
2018
Q4 | $237K | Sell |
10,542
-3,172
| -23% | -$73.8K | 0.05% | 280 |
|
|
2018
Q3 | $322K | Sell |
13,714
-7,101
| -34% | -$174K | 0.06% | 242 |
|
|
2018
Q2 | $505K | Buy |
20,815
+8,809
| +73% | +$221K | 0.1% | 171 |
|
|
2018
Q1 | $323K | Buy |
+12,006
| New | +$334K | 0.07% | 238 |
|
Other funds holding T
VCM
VPM
Mount Yale Investment Advisors's T Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its AT&T (T) stake by 235% in Q1 2026, buying an estimated $6.81M and bringing the position to 363,526 shares worth $10.5M. The position accounts for 0.24% of the portfolio, ranked #90.
Mount Yale Investment Advisors first reported a position in T in Q1 2018 and has held it in 29 quarters since. 2,965 funds tracked by Wall St. Rank hold T as of Q1 2026.
- Mount Yale Investment Advisors held 363,526 shares of AT&T worth $10.5M as of Q1 2026.
- Mount Yale Investment Advisors bought 255,049 AT&T shares in Q1 2026, an estimated $6.81M.
- AT&T made up 0.24% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #90 holding.
- Mount Yale Investment Advisors first reported a position in AT&T in Q1 2018 and has held it in 29 quarters since.
- 2,965 funds tracked by Wall St. Rank held AT&T as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.