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 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	Buy	47,524 +38,988	+457%	+$897K	0.93%	26
2018 Q4	$1.84M	Buy	+8,536	New	+$199K	0.84%	24

Other funds holding T

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Outlook Wealth Advisors's T Position: Q1 2026 in Review

Outlook Wealth Advisors reduced its AT&T (T) stake by 2.7% in Q1 2026, selling an estimated $20.6K and leaving 27,795 shares worth $806K. The position accounts for 0.2% of the portfolio, ranked #112.

Outlook Wealth Advisors first reported a position in T in Q4 2018 and has held it in 13 quarters since. The position peaked at $1.84M in Q4 2018. 2,963 funds tracked by Wall St. Rank hold T as of Q1 2026.

Outlook Wealth Advisors held 27,795 shares of AT&T worth $806K as of Q1 2026.
Outlook Wealth Advisors sold 772 AT&T shares in Q1 2026, an estimated $20.6K.
AT&T made up 0.2% of Outlook Wealth Advisors's portfolio in Q1 2026, its #112 holding.
Outlook Wealth Advisors first reported a position in AT&T in Q4 2018 and has held it in 13 quarters since.
Outlook Wealth Advisors's AT&T position peaked at $1.84M in Q4 2018.
2,963 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.