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Sax Wealth Advisors’s AT&T T Stock Holding History

Sax Wealth 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
Q2 		$1.46M Buy
50,282
+6,426
+15% +$159K 0.06% 183
2026
Q1 		$1.09M Hold
43,856
– – 0.05% 186
2025
Q4 		$1.09M Buy
43,856
+2,201
+5% +$55.7K 0.05% 191
2025
Q3 		$1.18M Buy
41,655
+2,477
+6% +$70.3K 0.06% 163
2025
Q2 		$1.13M Buy
39,178
+186
+0.5% +$5.13K 0.07% 162
2025
Q1 		$1.1M Buy
38,992
+3,680
+10% +$92.5K 0.08% 130
2024
Q4 		$804K Buy
35,312
+1,176
+3% +$26.5K 0.06% 141
2024
Q3 		$751K Sell
34,136
-1,934
-5% -$38.5K 0.07% 117
2024
Q2 		$689K Buy
36,070
+6,816
+23% +$119K 0.07% 118
2024
Q1 		$515K Sell
29,254
-3,625
-11% -$61.9K 0.06% 112
2023
Q4 		$552K Buy
32,879
+403
+1% +$6.36K 0.09% 112
2023
Q3 		$488K Buy
32,476
+2,424
+8% +$35.5K 0.1% 111
2023
Q2 		$479K Sell
30,052
-12,017
-29% -$205K 0.1% 113
2023
Q1 		$810K Sell
42,069
-3,746
-8% -$71.6K 0.18% 74
2022
Q4 		$843K Buy
45,815
+1,766
+4% +$31.6K 0.19% 68
2022
Q3 		$676K Sell
44,049
-852
-2% -$15.5K 0.17% 77
2022
Q2 		$941K Sell
44,901
-13,747
-23% -$274K 0.24% 65
2022
Q1 		$1.05M Sell
58,648
-3,731
-6% -$69K 0.25% 60
2021
Q4 		$1.16M Sell
62,379
-34,284
-35% -$641K 0.24% 61
2021
Q3 		$1.97M Buy
96,663
+4,220
+5% +$88.7K 0.47% 42
2021
Q2 		$2.01M Buy
92,443
+45,934
+99% +$1.04M 0.69% 37
2021
Q1 		$1.06M Buy
46,509
+4,836
+12% +$107K 0.39% 51
2020
Q4 		$905K Buy
+41,673
New +$899K 0.42% 52

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

Sax Wealth Advisors's T Position: Q2 2026 in Review

Sax Wealth Advisors increased its AT&T (T) stake by 15% in Q2 2026, buying an estimated $159K and bringing the position to 50,282 shares worth $1.46M. The position accounts for 0.06% of the portfolio, ranked #183.

Sax Wealth Advisors first reported a position in T in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.01M in Q2 2021. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Sax Wealth Advisors held 50,282 shares of AT&T worth $1.46M as of Q2 2026.
  • Sax Wealth Advisors bought 6,426 AT&T shares in Q2 2026, an estimated $159K.
  • AT&T made up 0.06% of Sax Wealth Advisors's portfolio in Q2 2026, its #183 holding.
  • Sax Wealth Advisors first reported a position in AT&T in Q4 2020 and has held it in 23 quarters since.
  • Sax Wealth Advisors's AT&T position peaked at $2.01M in Q2 2021.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.