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Sage Mountain Advisors’s AT&T T Stock Holding History

Sage Mountain 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 		– Sell
-51,223
Closed -$1.27M – 532
2025
Q4 		$1.27M Sell
51,223
-16,348
-24% -$414K 0.07% 140
2025
Q3 		$1.91M Buy
67,571
+15,297
+29% +$434K 0.11% 100
2025
Q2 		$1.51M Buy
52,274
+11,269
+27% +$311K 0.1% 97
2025
Q1 		$1.16M Buy
41,005
+3,192
+8% +$80.3K 0.09% 105
2024
Q4 		$861K Buy
37,813
+4,493
+13% +$101K 0.06% 138
2024
Q3 		$733K Buy
33,320
+4,338
+15% +$86.3K 0.06% 146
2024
Q2 		$554K Sell
28,982
-3,693
-11% -$64.2K 0.05% 166
2024
Q1 		$575K Buy
32,675
+14,517
+80% +$248K 0.06% 140
2023
Q4 		$305K Buy
18,158
+4,207
+30% +$66.4K 0.04% 196
2023
Q3 		$210K Sell
13,951
-1,227
-8% -$18K 0.03% 241
2023
Q2 		$242K Sell
15,178
-6,880
-31% -$117K 0.03% 213
2023
Q1 		$425K Buy
22,058
+10,606
+93% +$203K 0.07% 120
2022
Q4 		$211K Buy
+11,452
New +$205K 0.05% 151
2022
Q3 		– Sell
-10,573
Closed -$222K – 403
2022
Q2 		$222K Buy
+10,573
New +$211K 0.04% 410
2022
Q1 		– Sell
-26,113
Closed -$485K – 699
2021
Q4 		$485K Sell
26,113
-1,255
-5% -$23.5K 0.06% 316
2021
Q3 		$558K Buy
27,368
+689
+3% +$14.5K 0.08% 232
2021
Q2 		$580K Buy
26,679
+8,516
+47% +$194K 0.1% 206
2021
Q1 		$415K Buy
18,163
+2,489
+16% +$55K 0.09% 188
2020
Q4 		$340K Buy
+15,674
New +$338K 0.11% 123

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

Sage Mountain Advisors's T Position: Q1 2026 in Review

Sage Mountain Advisors sold out of AT&T (T) in Q1 2026, closing a stake of 51,223 shares — an estimated $1.27M sold.

Sage Mountain Advisors first reported a position in T in Q4 2020 and held it in 19 quarters. The position peaked at $1.91M in Q3 2025. 2,963 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Sage Mountain Advisors reported no remaining AT&T position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 51,223 AT&T shares in Q1 2026, an estimated $1.27M.
  • Sage Mountain Advisors first reported a position in AT&T in Q4 2020 and held it in 19 quarters.
  • Sage Mountain Advisors's AT&T position peaked at $1.91M in Q3 2025.
  • 2,963 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.