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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
2024
Q3 		– Sell
-2,000
Closed -$38.2K – 126
2024
Q2 		$38.2K Sell
2,000
-2,000
-50% -$34.8K 0.01% 107
2024
Q1 		$70.4K Hold
4,000
– – 0.02% 105
2023
Q4 		$67.1K Hold
4,000
– – 0.03% 101
2023
Q3 		$60.1K Buy
+4,000
New +$58.6K 0.03% 94

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Safeguard Investment Advisory Group's T Position: Q1 2026 in Review

Safeguard Investment Advisory Group reduced its AT&T (T) stake by 3.5% in Q1 2026, selling an estimated $65.7K and leaving 67,773 shares worth $1.96M. The position accounts for 0.54% of the portfolio, ranked #20.

Safeguard Investment Advisory Group first reported a position in T in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.96M in Q1 2021. 2,974 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Safeguard Investment Advisory Group held 67,773 shares of AT&T worth $1.96M as of Q1 2026.
  • Safeguard Investment Advisory Group sold 2,458 AT&T shares in Q1 2026, an estimated $65.7K.
  • AT&T made up 0.54% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #20 holding.
  • Safeguard Investment Advisory Group first reported a position in AT&T in Q4 2020 and has held it in 22 quarters since.
  • Safeguard Investment Advisory Group's AT&T position peaked at $2.96M in Q1 2021.
  • 2,974 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.