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Sargent Investment Group’s AT&T T Stock Holding History

Sargent Investment 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
Q1 		$2.09M Buy
71,999
+6,805
+10% +$182K 0.27% 71
2025
Q4 		$1.62M Buy
65,194
+5,358
+9% +$136K 0.2% 84
2025
Q3 		$1.69M Buy
59,836
+14,910
+33% +$423K 0.24% 76
2025
Q2 		$1.24M Buy
44,926
+13,708
+44% +$378K 0.17% 91
2025
Q1 		$883K Buy
31,218
+7,772
+33% +$195K 0.14% 102
2024
Q4 		$505K Buy
+23,446
New +$528K 0.08% 133
2021
Q4 		– Sell
-12,595
Closed -$257K – 198
2021
Q3 		$257K Sell
12,595
-15,981
-56% -$336K 0.06% 160
2021
Q2 		$621K Sell
28,576
-1,897
-6% -$43.1K 0.15% 104
2021
Q1 		$697K Buy
30,473
+7,286
+31% +$161K 0.18% 96
2020
Q4 		$504K Buy
23,187
+4,213
+22% +$90.9K 0.16% 103
2020
Q3 		$409K Sell
18,974
-7,350
-28% -$164K 0.15% 109
2020
Q2 		$594K Buy
26,324
+5,685
+28% +$129K 0.22% 81
2020
Q1 		$454K Buy
20,639
+2,133
+12% +$58.3K 0.21% 85
2019
Q4 		$546K Buy
18,506
+1,223
+7% +$35.3K 0.2% 91
2019
Q3 		$494K Buy
17,283
+2,866
+20% +$75.9K 0.22% 92
2019
Q2 		$365K Buy
14,417
+512
+4% +$12.3K 0.17% 102
2019
Q1 		$329K Sell
13,905
-284
-2% -$6.53K 0.16% 102
2018
Q4 		$306K Buy
+14,189
New +$330K 0.19% 91

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

Sargent Investment Group's T Position: Q1 2026 in Review

Sargent Investment Group increased its AT&T (T) stake by 10% in Q1 2026, buying an estimated $182K and bringing the position to 71,999 shares worth $2.09M. The position accounts for 0.27% of the portfolio, ranked #71.

Sargent Investment Group first reported a position in T in Q4 2018 and has held it in 18 quarters since. 2,965 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Sargent Investment Group held 71,999 shares of AT&T worth $2.09M as of Q1 2026.
  • Sargent Investment Group bought 6,805 AT&T shares in Q1 2026, an estimated $182K.
  • AT&T made up 0.27% of Sargent Investment Group's portfolio in Q1 2026, its #71 holding.
  • Sargent Investment Group first reported a position in AT&T in Q4 2018 and has held it in 18 quarters since.
  • 2,965 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.