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Segment Wealth Management’s AT&T T Stock Holding History

Segment Wealth Management’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 		$261K Sell
12,593
-378
-3% -$9.38K 0.01% 286
2026
Q1 		$376K Sell
12,971
-6
-0% -$160 0.02% 237
2025
Q4 		$322K Buy
+12,977
New +$329K 0.02% 257
2021
Q1 		– Sell
-9,994
Closed -$217K – 230
2020
Q4 		$217K Sell
9,994
-1,721
-15% -$37.1K 0.03% 205
2020
Q3 		$252K Hold
11,715
– – 0.04% 185
2020
Q2 		$267K Sell
11,715
-2,838
-20% -$64.6K 0.05% 175
2020
Q1 		$320K Sell
14,553
-2,610
-15% -$71.3K 0.07% 145
2019
Q4 		$507K Sell
17,163
-57
-0.3% -$1.65K 0.09% 150
2019
Q3 		$492K Buy
17,220
+2,869
+20% +$76K 0.1% 129
2019
Q2 		$363K Sell
14,351
-3,972
-22% -$95.3K 0.07% 146
2019
Q1 		$434K Buy
18,323
+1,750
+11% +$40.3K 0.09% 134
2018
Q4 		$357K Sell
16,573
-10,499
-39% -$244K 0.09% 133
2018
Q3 		$687K Sell
27,072
-1,052
-4% -$25.8K 0.15% 112
2018
Q2 		$681K Buy
28,124
+1,988
+8% +$49.9K 0.16% 111
2018
Q1 		$704K Buy
26,136
+3,089
+13% +$86K 0.18% 103
2017
Q4 		$676K Sell
23,047
-189
-0.8% -$5.16K 0.16% 112
2017
Q3 		$687K Sell
23,236
-19,364
-45% -$550K 0.18% 103
2017
Q2 		$1.21M Buy
42,600
+3,474
+9% +$102K 0.33% 84
2017
Q1 		$1.23M Buy
39,126
+4,526
+13% +$142K 0.4% 79
2016
Q4 		$1.11M Buy
34,600
+1,756
+5% +$51.8K 0.41% 74
2016
Q3 		$1.01M Buy
32,844
+1,324
+4% +$41.8K 0.4% 71
2016
Q2 		$1.03M Buy
31,520
+3,983
+14% +$119K 0.42% 65
2016
Q1 		$815K Buy
27,537
+2,847
+12% +$78.9K 0.3% 73
2015
Q4 		$642K Sell
24,690
-781
-3% -$19.8K 0.24% 83
2015
Q3 		$627K Buy
25,471
+363
+1% +$9.26K 0.24% 83
2015
Q2 		$674K Sell
25,108
-2,540
-9% -$65.6K 0.23% 82
2015
Q1 		$682K Buy
27,648
+7,679
+38% +$195K 0.23% 85
2014
Q4 		$507K Sell
19,969
-99
-0.5% -$2.57K 0.19% 87
2014
Q3 		$534K Buy
20,068
+1,732
+9% +$46.1K 0.2% 96
2014
Q2 		$490K Buy
18,336
+152
+0.8% +$4.07K 0.19% 106
2014
Q1 		$482K Sell
18,184
-53,798
-75% -$1.35M 0.22% 96
2013
Q4 		$1.91M Buy
71,982
+3,828
+6% +$101K 0.94% 32
2013
Q3 		$1.74M Buy
68,154
+2,739
+4% +$71.9K 0.95% 30
2013
Q2 		$1.75M Buy
+65,415
New +$1.82M 1.05% 25

Other funds holding T

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TC
Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Segment Wealth Management's T Position: Q2 2026 in Review

Segment Wealth Management reduced its AT&T (T) stake by 2.9% in Q2 2026, selling an estimated $9.38K and leaving 12,593 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #286.

Segment Wealth Management first reported a position in T in Q2 2013 and has held it in 34 quarters since. The position peaked at $1.91M in Q4 2013. 614 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Segment Wealth Management held 12,593 shares of AT&T worth $261K as of Q2 2026.
  • Segment Wealth Management sold 378 AT&T shares in Q2 2026, an estimated $9.38K.
  • AT&T made up 0.01% of Segment Wealth Management's portfolio in Q2 2026, its #286 holding.
  • Segment Wealth Management first reported a position in AT&T in Q2 2013 and has held it in 34 quarters since.
  • Segment Wealth Management's AT&T position peaked at $1.91M in Q4 2013.
  • 614 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.