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Safeguard Investment Advisory Group’s AT&T T Stock Holding History

Safeguard Investment Advisory 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
Q2 		$1.37M Sell
66,082
-1,691
-2% -$42K 0.32% 37
2026
Q1 		$1.96M Sell
67,773
-2,458
-3% -$65.7K 0.54% 20
2025
Q4 		$1.74M Sell
70,231
-1,396
-2% -$35.3K 0.45% 23
2025
Q3 		$2.02M Sell
71,627
-659
-0.9% -$18.7K 0.5% 24
2025
Q2 		$2.09M Sell
72,286
-1,806
-2% -$49.8K 0.52% 22
2025
Q1 		$2.1M Buy
74,092
+2,567
+4% +$64.6K 0.57% 20
2024
Q4 		$1.63M Buy
71,525
+923
+1% +$20.8K 0.45% 23
2024
Q3 		$1.55M Sell
70,602
-3,085
-4% -$61.4K 0.44% 20
2024
Q2 		$1.41M Sell
73,687
-6,128
-8% -$107K 0.44% 26
2024
Q1 		$1.4M Sell
79,815
-23,755
-23% -$406K 0.48% 24
2023
Q4 		$1.74M Sell
103,570
-37
-0% -$584 0.65% 20
2023
Q3 		$1.56M Sell
103,607
-1,045
-1% -$15.3K 0.68% 19
2023
Q2 		$1.67M Buy
104,652
+2,296
+2% +$39.1K 0.71% 21
2023
Q1 		$1.97M Buy
102,356
+3,792
+4% +$72.5K 0.95% 20
2022
Q4 		$1.81M Buy
98,564
+343
+0.3% +$6.14K 1.12% 23
2022
Q3 		$1.51M Buy
98,221
+7,353
+8% +$134K 1.03% 24
2022
Q2 		$2.15M Sell
90,868
-29,441
-24% -$587K 1.32% 20
2022
Q1 		$2.15M Buy
120,309
+296
+0.2% +$5.48K 1.47% 18
2021
Q4 		$2.23M Sell
120,013
-3,576
-3% -$66.8K 1.3% 20
2021
Q3 		$2.52M Sell
123,589
-3,992
-3% -$83.9K 1.63% 15
2021
Q2 		$2.77M Sell
127,581
-1,720
-1% -$39.1K 1.98% 15
2021
Q1 		$2.96M Buy
129,301
+214
+0.2% +$4.73K 2.64% 11
2020
Q4 		$2.8M Buy
+129,087
New +$2.78M 2.49% 7

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 $3.37T AUM 44.26% 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

Safeguard Investment Advisory Group's T Position: Q2 2026 in Review

Safeguard Investment Advisory Group reduced its AT&T (T) stake by 2.5% in Q2 2026, selling an estimated $42K and leaving 66,082 shares worth $1.37M. The position accounts for 0.32% of the portfolio, ranked #37.

Safeguard Investment Advisory Group first reported a position in T in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.96M in Q1 2021. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Safeguard Investment Advisory Group held 66,082 shares of AT&T worth $1.37M as of Q2 2026.
  • Safeguard Investment Advisory Group sold 1,691 AT&T shares in Q2 2026, an estimated $42K.
  • AT&T made up 0.32% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #37 holding.
  • Safeguard Investment Advisory Group first reported a position in AT&T in Q4 2020 and has held it in 23 quarters since.
  • Safeguard Investment Advisory Group's AT&T position peaked at $2.96M in Q1 2021.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.