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

SFMG 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 Q1	$790K	Buy	27,268 +2,918	+12%	+$78K	0.05%	134
2025 Q4	$605K	Buy	24,350 +2,171	+10%	+$55K	0.04%	162
2025 Q3	$626K	Sell	22,179 -48	-0.2%	-$1.36K	0.04%	145
2025 Q2	$643K	Sell	22,227 -2,086	-9%	-$57.5K	0.05%	128
2025 Q1	$688K	Buy	24,313 +2,172	+10%	+$54.6K	0.05%	125
2024 Q4	$504K	Buy	22,141 +1,736	+9%	+$39.1K	0.04%	150
2024 Q3	$449K	Sell	20,405 -4,029	-16%	-$80.2K	0.04%	152
2024 Q2	$467K	Sell	24,434 -5,120	-17%	-$89K	0.04%	150
2024 Q1	$520K	Sell	29,554 -2,534	-8%	-$43.3K	0.04%	139
2023 Q4	$538K	Sell	32,088 -170	-0.5%	-$2.68K	0.05%	130
2023 Q3	$485K	Buy	32,258 +2,031	+7%	+$29.8K	0.05%	134
2023 Q2	$482K	Sell	30,227 -1,573	-5%	-$26.8K	0.05%	129
2023 Q1	$612K	Sell	31,800 -122,279	-79%	-$2.34M	0.07%	115
2022 Q4	$2.84M	Sell	154,079 -31,460	-17%	-$563K	0.31%	46
2022 Q3	$2.71M	Sell	185,539 -3,436	-2%	-$62.5K	0.32%	43
2022 Q2	$3.96M	Sell	188,975 -58,925	-24%	-$1.18M	0.46%	30
2022 Q1	$4.42M	Sell	247,900 -13,810	-5%	-$256K	0.44%	34
2021 Q4	$4.86M	Buy	261,710 +6,288	+2%	+$118K	0.47%	28
2021 Q3	$5.21M	Sell	255,422 -1,633	-0.6%	-$34.3K	0.58%	20
2021 Q2	$5.59M	Buy	257,055 +86,522	+51%	+$1.97M	0.62%	20
2021 Q1	$3.9M	Sell	170,533 -82,229	-33%	-$1.82M	0.45%	27
2020 Q4	$5.49M	Buy	252,762 +36,652	+17%	+$790K	0.7%	19
2020 Q3	$4.65M	Buy	216,110 +73,208	+51%	+$1.64M	0.64%	22
2020 Q2	$3.26M	Buy	142,902 +79,488	+125%	+$1.81M	0.46%	27
2020 Q1	$1.4M	Buy	63,414 +23,015	+57%	+$629K	0.21%	34
2019 Q4	$1.19M	Buy	40,399 +168	+0.4%	+$4.85K	0.15%	58
2019 Q3	$1.15M	Sell	40,231 -14,801	-27%	-$392K	0.16%	52
2019 Q2	$1.42M	Buy	55,032 +6,092	+12%	+$146K	0.19%	32
2019 Q1	$1.16M	Buy	48,940 +215	+0.4%	+$4.95K	0.17%	40
2018 Q4	$1.04M	Buy	48,725 +2,443	+5%	+$56.9K	0.17%	41
2018 Q3	$1.07M	Buy	46,282 +12,983	+39%	+$318K	0.16%	38
2018 Q2	$808K	Sell	33,299 -6,124	-16%	-$154K	0.13%	54
2018 Q1	$1.06M	Buy	39,423 +1,298	+3%	+$36.1K	0.18%	43
2017 Q4	$1.12M	Sell	38,125 -25,562	-40%	-$698K	0.19%	41
2017 Q3	$1.88M	Buy	63,687 +23,498	+58%	+$667K	0.37%	27
2017 Q2	$1.15M	Buy	40,189 +3,950	+11%	+$116K	0.24%	35
2017 Q1	$1.14M	Buy	36,239 +74	+0.2%	+$2.33K	0.23%	37
2016 Q4	$1.16M	Sell	36,165 -348	-1%	-$10.3K	0.25%	38
2016 Q3	$1.12M	Sell	36,513 -122	-0.3%	-$3.86K	0.25%	44
2016 Q2	$1.2M	Buy	36,635 +48	+0.1%	+$1.43K	0.27%	42
2016 Q1	$1.08M	Sell	36,587 -40,708	-53%	-$1.13M	0.24%	46
2015 Q4	$2.01M	Sell	77,295 -364	-0.5%	-$9.23K	0.46%	24
2015 Q3	$1.91M	Buy	77,659 +2,018	+3%	+$51.5K	0.46%	25
2015 Q2	$2.03M	Sell	75,641 -12,033	-14%	-$311K	0.45%	26
2015 Q1	$2.16M	Buy	87,674 +53,797	+159%	+$1.37M	0.17%	50
2014 Q4	$859K	Sell	33,877 -3,423	-9%	-$88.8K	0.19%	64
2014 Q3	$993K	Buy	37,300 +5,389	+17%	+$143K	0.31%	32
2014 Q2	$852K	Sell	31,911 -1,296	-4%	-$34.7K	0.29%	29
2014 Q1	$880K	Sell	33,207 -397	-1%	-$9.97K	0.3%	30
2013 Q4	$892K	Buy	33,604 +4,497	+15%	+$118K	0.31%	28
2013 Q3	$743K	Buy	29,107 +33	+0.1%	+$866	0.3%	29
2013 Q2	$777K	Buy	+29,074	New	+$808K	0.31%	26

Other funds holding T

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFMG Wealth Advisors's T Position: Q1 2026 in Review

SFMG Wealth Advisors increased its AT&T (T) stake by 12% in Q1 2026, buying an estimated $78K and bringing the position to 27,268 shares worth $790K. The position accounts for 0.05% of the portfolio, ranked #134.

SFMG Wealth Advisors first reported a position in T in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.59M in Q2 2021. 2,965 funds tracked by Wall St. Rank hold T as of Q1 2026.

SFMG Wealth Advisors held 27,268 shares of AT&T worth $790K as of Q1 2026.
SFMG Wealth Advisors bought 2,918 AT&T shares in Q1 2026, an estimated $78K.
AT&T made up 0.05% of SFMG Wealth Advisors's portfolio in Q1 2026, its #134 holding.
SFMG Wealth Advisors first reported a position in AT&T in Q2 2013 and has held it in 52 quarters since.
SFMG Wealth Advisors's AT&T position peaked at $5.59M in Q2 2021.
2,965 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.