OWA
T icon

Outlook Wealth Advisors’s AT&T T Stock Holding History

Outlook Wealth 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 		$572K Sell
27,631
-164
-0.6% -$4.07K 0.12% 159
2026
Q1 		$806K Sell
27,795
-772
-3% -$20.6K 0.2% 112
2025
Q4 		$710K Buy
28,567
+8,643
+43% +$219K 0.16% 125
2025
Q3 		$563K Buy
+19,924
New +$566K 0.14% 146
2021
Q2 		– Sell
-6,966
Closed -$159K – 224
2021
Q1 		$159K Sell
6,966
-11,988
-63% -$265K 0.06% 185
2020
Q4 		$412K Sell
18,954
-1,279
-6% -$27.6K 0.15% 144
2020
Q3 		$436K Buy
20,233
+926
+5% +$20.7K 0.17% 122
2020
Q2 		$441K Sell
19,307
-3,263
-14% -$74.3K 0.19% 114
2020
Q1 		$497K Sell
22,570
-3,130
-12% -$85.5K 0.28% 76
2019
Q4 		$761K Sell
25,700
-20,447
-44% -$590K 0.43% 48
2019
Q3 		$1.32M Sell
46,147
-3,969
-8% -$105K 0.79% 35
2019
Q2 		$1.27M Buy
50,116
+2,592
+5% +$62.2K 0.84% 30
2019
Q1 		$1.13M Sell
47,524
-37,834
-44% -$870K 0.93% 26
2018
Q4 		$1.84M Buy
+85,358
New +$1.99M 0.84% 24

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

Outlook Wealth Advisors's T Position: Q2 2026 in Review

Outlook Wealth Advisors reduced its AT&T (T) stake by 0.59% in Q2 2026, selling an estimated $4.07K and leaving 27,631 shares worth $572K. The position accounts for 0.12% of the portfolio, ranked #159.

Outlook Wealth Advisors first reported a position in T in Q4 2018 and has held it in 14 quarters since. The position peaked at $1.84M in Q4 2018. 2,684 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Outlook Wealth Advisors held 27,631 shares of AT&T worth $572K as of Q2 2026.
  • Outlook Wealth Advisors sold 164 AT&T shares in Q2 2026, an estimated $4.07K.
  • AT&T made up 0.12% of Outlook Wealth Advisors's portfolio in Q2 2026, its #159 holding.
  • Outlook Wealth Advisors first reported a position in AT&T in Q4 2018 and has held it in 14 quarters since.
  • Outlook Wealth Advisors's AT&T position peaked at $1.84M in Q4 2018.
  • 2,684 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.