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Regal Investment Advisors’s AT&T T Stock Holding History

Regal Investment 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 		$10.4M Buy
359,834
+13,913
+4% +$372K 0.6% 34
2025
Q4 		$8.59M Buy
345,921
+17,348
+5% +$439K 0.51% 46
2025
Q3 		$9.28M Buy
328,573
+42,126
+15% +$1.2M 0.6% 35
2025
Q2 		$8.29M Buy
286,447
+10,551
+4% +$291K 0.62% 37
2025
Q1 		$7.8M Sell
275,896
-82,457
-23% -$2.07M 0.63% 37
2024
Q4 		$8.16M Sell
358,353
-7,685
-2% -$173K 0.61% 40
2024
Q3 		$8.05M Sell
366,038
-10,107
-3% -$201K 0.56% 41
2024
Q2 		$7.19M Buy
376,145
+1,259
+0.3% +$21.9K 0.47% 54
2024
Q1 		$6.6M Sell
374,886
-2,902
-0.8% -$49.6K 0.45% 59
2023
Q4 		$6.34M Sell
377,788
-21,085
-5% -$333K 0.48% 57
2023
Q3 		$5.99M Buy
398,873
+2,999
+0.8% +$44K 0.5% 55
2023
Q2 		$6.31M Buy
395,874
+27,818
+8% +$474K 0.53% 53
2023
Q1 		$7.09M Buy
368,056
+41,242
+13% +$788K 0.63% 40
2022
Q4 		$6.02M Buy
326,814
+20,377
+7% +$365K 0.58% 45
2022
Q3 		$4.7M Buy
306,437
+32,344
+12% +$588K 0.5% 57
2022
Q2 		$5.75M Sell
274,093
-72,908
-21% -$1.45M 0.6% 42
2022
Q1 		$6.19M Buy
347,001
+5,635
+2% +$104K 0.57% 39
2021
Q4 		$6.34M Sell
341,366
-14,528
-4% -$272K 0.56% 39
2021
Q3 		$7.26M Buy
355,894
+20,309
+6% +$427K 0.7% 31
2021
Q2 		$7.29M Buy
+335,585
New +$7.63M 0.73% 31
2021
Q1 		– Sell
-337,889
Closed -$7.34M – 379
2020
Q4 		$7.34M Buy
+337,889
New +$7.29M 0.83% 27
2020
Q1 		– Sell
-294,446
Closed -$8.69M – 275
2019
Q4 		$8.69M Sell
294,446
-6,757
-2% -$195K 1.56% 10
2019
Q3 		$8.61M Sell
301,203
-27,039
-8% -$716K 1.68% 7
2019
Q2 		$8.31M Buy
328,242
+6,364
+2% +$153K 1.62% 10
2019
Q1 		$7.62M Buy
321,878
+15,567
+5% +$358K 1.55% 11
2018
Q4 		$6.6M Buy
306,311
+20,073
+7% +$467K 1.45% 12
2018
Q3 		$7.26M Buy
286,238
+117,321
+69% +$2.87M 1.53% 9
2018
Q2 		$4.1M Sell
168,917
-74,744
-31% -$1.88M 1.24% 12
2018
Q1 		$6.56M Buy
243,661
+10,211
+4% +$284K 1.45% 10
2017
Q4 		$6.86M Buy
233,450
+20,895
+10% +$571K 1.53% 9
2017
Q3 		$6.29M Buy
212,555
+28,567
+16% +$811K 1.47% 9
2017
Q2 		$5.24M Buy
183,988
+6,126
+3% +$181K 1.3% 12
2017
Q1 		$5.58M Buy
177,862
+11,361
+7% +$358K 1.46% 8
2016
Q4 		$5.35M Buy
166,501
+421
+0.3% +$12.4K 1.48% 8
2016
Q3 		$5.09M Buy
166,080
+1,153
+0.7% +$36.4K 1.45% 7
2016
Q2 		$5.38M Sell
164,927
-3,281
-2% -$97.6K 1.48% 9
2016
Q1 		$4.98M Sell
168,208
-1,800
-1% -$49.9K 1.35% 12
2015
Q4 		$4.42M Buy
170,008
+16,776
+11% +$426K 1.15% 14
2015
Q3 		$3.77M Buy
153,232
+8,131
+6% +$207K 0.98% 16
2015
Q2 		$3.89M Buy
145,101
+1,489
+1% +$38.5K 1.05% 15
2015
Q1 		$3.54M Buy
143,612
+7,784
+6% +$198K 0.87% 19
2014
Q4 		$3.45M Buy
135,828
+2,751
+2% +$71.4K 0.92% 20
2014
Q3 		$3.54M Sell
133,077
-13,263
-9% -$353K 1.07% 14
2014
Q2 		$3.91M Buy
146,340
+23,270
+19% +$623K 1.39% 7
2014
Q1 		$3.26M Buy
123,070
+19,646
+19% +$493K 1.38% 7
2013
Q4 		$2.75M Buy
103,424
+6,273
+6% +$165K 1.57% 5
2013
Q3 		$2.48M Buy
97,151
+8,299
+9% +$218K 1.45% 5
2013
Q2 		$2.38M Buy
+88,852
New +$2.47M 1.31% 13

Other funds holding T

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Regal Investment Advisors's T Position: Q1 2026 in Review

Regal Investment Advisors increased its AT&T (T) stake by 4% in Q1 2026, buying an estimated $372K and bringing the position to 359,834 shares worth $10.4M. The position accounts for 0.6% of the portfolio, ranked #34.

Regal Investment Advisors first reported a position in T in Q2 2013 and has held it in 48 quarters since. 2,965 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Regal Investment Advisors held 359,834 shares of AT&T worth $10.4M as of Q1 2026.
  • Regal Investment Advisors bought 13,913 AT&T shares in Q1 2026, an estimated $372K.
  • AT&T made up 0.6% of Regal Investment Advisors's portfolio in Q1 2026, its #34 holding.
  • Regal Investment Advisors first reported a position in AT&T in Q2 2013 and has held it in 48 quarters since.
  • 2,965 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.