Sard Wealth Management Group’s AT&T T Stock Holding History

Sard Wealth Management 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	$340K	Buy	16,410 +61	+0.4%	+$1.51K	0.16%	45
2026 Q1	$474K	Buy	16,349 +63	+0.4%	+$1.68K	0.26%	35
2025 Q4	$405K	Buy	16,286 +3	+0%	+$76	0.22%	38
2025 Q3	$460K	Sell	16,283 -1,225	-7%	-$34.8K	0.26%	32
2025 Q2	$507K	Buy	17,508 +1,146	+7%	+$31.6K	0.31%	30
2025 Q1	$463K	Buy	16,362 +119	+0.7%	+$2.99K	0.31%	26
2024 Q4	$370K	Sell	16,243 -83	-0.5%	-$1.87K	0.25%	30
2024 Q3	$359K	Sell	16,326 -3,559	-18%	-$70.8K	0.24%	31
2024 Q2	$380K	Sell	19,885 -2,772	-12%	-$48.2K	0.27%	29
2024 Q1	$399K	Sell	22,657 -1,362	-6%	-$23.3K	0.36%	28
2023 Q4	$403K	Buy	+24,019	New	+$379K	0.41%	26

Other funds holding T

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sard Wealth Management Group's T Position: Q2 2026 in Review

Sard Wealth Management Group increased its AT&T (T) stake by 0.37% in Q2 2026, buying an estimated $1.51K and bringing the position to 16,410 shares worth $340K. The position accounts for 0.16% of the portfolio, ranked #45.

Sard Wealth Management Group first reported a position in T in Q4 2023 and has held it in 11 quarters since. The position peaked at $507K in Q2 2025. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

Sard Wealth Management Group held 16,410 shares of AT&T worth $340K as of Q2 2026.
Sard Wealth Management Group bought 61 AT&T shares in Q2 2026, an estimated $1.51K.
AT&T made up 0.16% of Sard Wealth Management Group's portfolio in Q2 2026, its #45 holding.
Sard Wealth Management Group first reported a position in AT&T in Q4 2023 and has held it in 11 quarters since.
Sard Wealth Management Group's AT&T position peaked at $507K in Q2 2025.
2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Sard Wealth Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.