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

Physician 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	$226K	Buy	10,904 +388	+4%	+$9.63K	0.03%	201
2026 Q1	$305K	Buy	10,516 +522	+5%	+$13.9K	0.04%	146
2025 Q4	$248K	Buy	9,994 +2,473	+33%	+$62.6K	0.03%	165
2025 Q3	$212K	Buy	7,521 +45	+0.6%	+$1.28K	0.03%	187
2025 Q2	$216K	Buy	7,476 +332	+5%	+$9.15K	0.03%	174
2025 Q1	$202K	Buy	7,144 +80	+1%	+$2.01K	0.03%	180
2024 Q4	$161K	Buy	+7,064	New	+$159K	0.03%	201
2024 Q3	–	Sell	-12,020	Closed	-$227K	–	189
2024 Q2	$227K	Sell	12,020 -69	-0.6%	-$1.2K	0.04%	162
2024 Q1	$195K	Sell	12,089 -82	-0.7%	-$1.4K	0.04%	173
2023 Q4	$204K	Sell	12,171 -1,135	-9%	-$17.9K	0.05%	160
2023 Q3	$196K	Sell	13,306 -200	-1%	-$2.93K	0.05%	145
2023 Q2	$218K	Buy	13,506 +1,751	+15%	+$29.8K	0.05%	140
2023 Q1	$232K	Buy	11,755 +300	+3%	+$5.73K	0.06%	137
2022 Q4	$219K	Sell	11,455 -99	-0.9%	-$1.77K	0.06%	141
2022 Q3	$184K	Buy	+11,554	New	+$210K	0.06%	142
2022 Q2	–	Sell	-15,826	Closed	-$238K	–	160
2022 Q1	$238K	Buy	15,826 +1,348	+9%	+$24.9K	0.06%	140
2021 Q4	$287K	Sell	14,478 -2,780	-16%	-$52K	0.08%	131
2021 Q3	$335K	Sell	17,258 -163	-0.9%	-$3.42K	0.09%	112
2021 Q2	$369K	Buy	17,421 +4,323	+33%	+$98.3K	0.11%	100
2021 Q1	$304K	Sell	13,098 -3,972	-23%	-$87.8K	0.1%	109
2020 Q4	$377K	Buy	17,070 +5,534	+48%	+$119K	0.13%	89
2020 Q3	$238K	Sell	11,536 -2,685	-19%	-$60K	0.1%	113
2020 Q2	$324K	Buy	14,221 +957	+7%	+$21.8K	0.13%	97
2020 Q1	$295K	Buy	13,264 +1,157	+10%	+$31.6K	0.15%	82
2019 Q4	$348K	Hold	12,107	–	–	0.15%	81
2019 Q3	$341K	Buy	+12,107	New	+$321K	0.17%	75

Other funds holding T

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Physician Wealth Advisors increased its AT&T (T) stake by 3.7% in Q2 2026, buying an estimated $9.63K and bringing the position to 10,904 shares worth $226K. The position accounts for 0.03% of the portfolio, ranked #201.

Physician Wealth Advisors first reported a position in T in Q3 2019 and has held it in 26 quarters since. The position peaked at $377K in Q4 2020. 1,275 funds tracked by Wall St. Rank hold T as of Q2 2026.

Physician Wealth Advisors held 10,904 shares of AT&T worth $226K as of Q2 2026.
Physician Wealth Advisors bought 388 AT&T shares in Q2 2026, an estimated $9.63K.
AT&T made up 0.03% of Physician Wealth Advisors's portfolio in Q2 2026, its #201 holding.
Physician Wealth Advisors first reported a position in AT&T in Q3 2019 and has held it in 26 quarters since.
Physician Wealth Advisors's AT&T position peaked at $377K in Q4 2020.
1,275 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.