SWIM
T icon

Smallwood Wealth Investment Management’s AT&T T Stock Holding History

Smallwood Wealth Investment 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 		$355K Hold
17,138
– – 0.16% 64
2026
Q1 		$497K Hold
17,138
– – 0.26% 45
2025
Q4 		$426K Sell
17,138
-99
-0.6% -$2.51K 0.22% 50
2025
Q3 		$487K Hold
17,237
– – 0.25% 51
2025
Q2 		$499K Sell
17,237
-3,108
-15% -$85.7K 0.28% 44
2025
Q1 		$575K Sell
20,345
-8,009
-28% -$201K 0.36% 38
2024
Q4 		$646K Sell
28,354
-14
-0% -$315 0.44% 36
2024
Q3 		$624K Sell
28,368
-1,331
-4% -$26.5K 0.45% 33
2024
Q2 		$568K Sell
29,699
-2,302
-7% -$40K 0.44% 33
2024
Q1 		$563K Sell
32,001
-325
-1% -$5.55K 0.44% 36
2023
Q4 		$542K Sell
32,326
-910
-3% -$14.4K 0.45% 34
2023
Q3 		$499K Buy
33,236
+2,698
+9% +$39.5K 0.45% 34
2023
Q2 		$487K Buy
30,538
+17
+0.1% +$290 0.43% 36
2023
Q1 		$588K Sell
30,521
-3,892
-11% -$74.4K 0.56% 31
2022
Q4 		$634K Sell
34,413
-797
-2% -$14.3K 0.54% 34
2022
Q3 		$540K Sell
35,210
-599
-2% -$10.9K 0.49% 42
2022
Q2 		$751K Sell
35,809
-6,589
-16% -$131K 0.76% 25
2022
Q1 		$757K Buy
42,398
+949
+2% +$17.6K 0.72% 24
2021
Q4 		$770K Buy
+41,449
New +$775K 0.72% 25

Other funds holding T

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Smallwood Wealth Investment Management's T Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its AT&T (T) position steady in Q2 2026 at 17,138 shares worth $355K. The position accounts for 0.16% of the portfolio, ranked #64.

Smallwood Wealth Investment Management first reported a position in T in Q4 2021 and has held it in 19 quarters since. The position peaked at $770K in Q4 2021. 1,085 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Smallwood Wealth Investment Management held 17,138 shares of AT&T worth $355K as of Q2 2026.
  • Smallwood Wealth Investment Management left its AT&T share count unchanged in Q2 2026.
  • AT&T made up 0.16% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #64 holding.
  • Smallwood Wealth Investment Management first reported a position in AT&T in Q4 2021 and has held it in 19 quarters since.
  • Smallwood Wealth Investment Management's AT&T position peaked at $770K in Q4 2021.
  • 1,085 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.