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Rockbridge Investment Management’s AT&T T Stock Holding History

Rockbridge Investment Management’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 		– Sell
-16,715
Closed -$485K – 148
2026
Q1 		$485K Buy
+16,715
New +$447K 0.04% 95
2024
Q1 		– Sell
-4,470
Closed -$75K – 563
2023
Q4 		$75K Buy
+4,470
New +$70.6K 0.01% 201
2022
Q3 		– Sell
-8,340
Closed -$175K – 537
2022
Q2 		$175K Sell
8,340
-2,038
-20% -$40.6K 0.04% 109
2022
Q1 		$188K Sell
10,378
-3,433
-25% -$63.5K 0.03% 165
2021
Q4 		$257K Sell
13,811
-2,832
-17% -$52.9K 0.04% 150
2021
Q3 		$340K Buy
16,643
+154
+0.9% +$3.23K 0.06% 114
2021
Q2 		$358K Buy
16,489
+3,320
+25% +$75.5K 0.06% 110
2021
Q1 		$301K Sell
13,169
-4,149
-24% -$91.7K 0.06% 111
2020
Q4 		$376K Buy
17,318
+5,022
+41% +$108K 0.08% 108
2020
Q3 		$265K Sell
12,296
-741
-6% -$16.6K 0.06% 112
2020
Q2 		$298K Buy
+13,037
New +$297K 0.08% 103

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 $3.38T AUM 44.17% 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

Rockbridge Investment Management's T Position: Q2 2026 in Review

Rockbridge Investment Management sold out of AT&T (T) in Q2 2026, closing a stake of 16,715 shares — an estimated $485K sold.

Rockbridge Investment Management first reported a position in T in Q2 2020 and held it in 11 quarters. The position peaked at $485K in Q1 2026. 2,695 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Rockbridge Investment Management reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
  • Rockbridge Investment Management sold 16,715 AT&T shares in Q2 2026, an estimated $485K.
  • Rockbridge Investment Management first reported a position in AT&T in Q2 2020 and held it in 11 quarters.
  • Rockbridge Investment Management's AT&T position peaked at $485K in Q1 2026.
  • 2,695 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Rockbridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.