ProVise Management Group’s AT&T T Stock Holding History

ProVise Management Group’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	$920K	Sell	31,745 -168	-0.5%	-$4.49K	0.07%	141
2025 Q4	$793K	Sell	31,913 -224	-0.7%	-$5.67K	0.06%	146
2025 Q3	$908K	Buy	32,137 +158	+0.5%	+$4.49K	0.07%	137
2025 Q2	$925K	Buy	31,979 +170	+0.5%	+$4.68K	0.07%	133
2025 Q1	$900K	Sell	31,809 -73	-0.2%	-$1.84K	0.08%	133
2024 Q4	$726K	Sell	31,882 -2,716	-8%	-$61.1K	0.06%	149
2024 Q3	$761K	Sell	34,598 -208	-0.6%	-$4.14K	0.06%	164
2024 Q2	$665K	Sell	34,806 -2,001	-5%	-$34.8K	0.06%	163
2024 Q1	$648K	Sell	36,807 -593	-2%	-$10.1K	0.06%	168
2023 Q4	$628K	Sell	37,400 -2,672	-7%	-$42.2K	0.05%	202
2023 Q3	$602K	Sell	40,072 -611	-2%	-$8.96K	0.06%	206
2023 Q2	$649K	Sell	40,683 -366	-0.9%	-$6.23K	0.06%	206
2023 Q1	$790K	Sell	41,049 -1,253	-3%	-$23.9K	0.08%	185
2022 Q4	$779K	Buy	42,302 +745	+2%	+$13.3K	0.08%	172
2022 Q3	$637K	Buy	41,557 +2,162	+5%	+$39.3K	0.07%	185
2022 Q2	$826K	Sell	39,395 -14,694	-27%	-$293K	0.09%	168
2022 Q1	$965K	Sell	54,089 -2,846	-5%	-$52.7K	0.09%	176
2021 Q4	$1.06M	Sell	56,935 -8,845	-13%	-$165K	0.1%	180
2021 Q3	$1.34M	Sell	65,780 -8,857	-12%	-$186K	0.13%	150
2021 Q2	$1.62M	Sell	74,637 -112	-0.1%	-$2.55K	0.17%	132
2021 Q1	$1.71M	Buy	74,749 +5,175	+7%	+$114K	0.18%	126
2020 Q4	$1.51M	Buy	69,574 +4,396	+7%	+$94.8K	0.17%	125
2020 Q3	$1.4M	Sell	65,178 -15,873	-20%	-$355K	0.19%	117
2020 Q2	$1.85M	Sell	81,051 -7,840	-9%	-$179K	0.27%	101
2020 Q1	$1.96M	Buy	88,891 +5,708	+7%	+$156K	0.33%	86
2019 Q4	$2.46M	Sell	83,183 -6,420	-7%	-$185K	0.3%	100
2019 Q3	$2.56M	Sell	89,603 -135	-0.2%	-$3.58K	0.34%	86
2019 Q2	$2.27M	Buy	89,738 +10,554	+13%	+$253K	0.3%	94
2019 Q1	$1.88M	Sell	79,184 -6,705	-8%	-$154K	0.26%	104
2018 Q4	$1.85M	Buy	85,889 +1,340	+2%	+$31.2K	0.29%	92
2018 Q3	$2.14M	Sell	84,549 -13,734	-14%	-$336K	0.28%	103
2018 Q2	$2.38K	Buy	98,283 +54,582	+125%	+$1.37M	0.18%	112
2018 Q1	$1.18M	Sell	43,701 -3,464	-7%	-$96.4K	0.17%	132
2017 Q4	$1.39M	Sell	47,165 -12,975	-22%	-$354K	0.2%	120
2017 Q3	$1.78M	Sell	60,140 -18,931	-24%	-$537K	0.26%	102
2017 Q2	$2.25M	Sell	79,071 -20,725	-21%	-$611K	0.34%	90
2017 Q1	$3.13M	Sell	99,796 -5,494	-5%	-$173K	0.5%	58
2016 Q4	$3.38M	Sell	105,290 -262	-0.2%	-$7.73K	0.58%	52
2016 Q3	$3.24M	Sell	105,552 -304	-0.3%	-$9.61K	0.56%	51
2016 Q2	$3.46M	Buy	105,856 +3,291	+3%	+$97.9K	0.64%	46
2016 Q1	$3.03M	Buy	102,565 +11,606	+13%	+$321K	0.62%	41
2015 Q4	$2.36M	Buy	90,959 +6,355	+8%	+$161K	0.5%	61
2015 Q3	$2.08M	Buy	84,604 +8,357	+11%	+$213K	0.48%	65
2015 Q2	$2.05M	Buy	76,247 +5,398	+8%	+$140K	0.44%	73
2015 Q1	$1.75M	Buy	70,849 +2,851	+4%	+$72.5K	0.37%	81
2014 Q4	$1.73M	Buy	67,998 +497	+0.7%	+$12.9K	0.37%	80
2014 Q3	$1.8M	Sell	67,501 -2,304	-3%	-$61.3K	0.39%	77
2014 Q2	$1.86M	Buy	69,805 +911	+1%	+$24.4K	0.4%	78
2014 Q1	$1.82M	Sell	68,894 -3,690	-5%	-$92.7K	0.44%	67
2013 Q4	$1.93M	Sell	72,584 -4,356	-6%	-$115K	0.5%	61
2013 Q3	$1.97M	Sell	76,940 -4,466	-5%	-$117K	0.56%	46
2013 Q2	$2.18M	Buy	+81,406	New	+$2.26M	0.64%	35

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

ProVise Management Group's T Position: Q1 2026 in Review

ProVise Management Group reduced its AT&T (T) stake by 0.53% in Q1 2026, selling an estimated $4.49K and leaving 31,745 shares worth $920K. The position accounts for 0.07% of the portfolio, ranked #141.

ProVise Management Group first reported a position in T in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.46M in Q2 2016. 2,963 funds tracked by Wall St. Rank hold T as of Q1 2026.

ProVise Management Group held 31,745 shares of AT&T worth $920K as of Q1 2026.
ProVise Management Group sold 168 AT&T shares in Q1 2026, an estimated $4.49K.
AT&T made up 0.07% of ProVise Management Group's portfolio in Q1 2026, its #141 holding.
ProVise Management Group first reported a position in AT&T in Q2 2013 and has held it in 52 quarters since.
ProVise Management Group's AT&T position peaked at $3.46M in Q2 2016.
2,963 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on ProVise Management Group's 13F filing for Q1 2026, filed 7 May 2026.