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

SOA 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 		$398K Buy
19,229
+46
+0.2% +$1.14K 0.07% 145
2026
Q1 		$556K Buy
19,183
+80
+0.4% +$2.14K 0.11% 112
2025
Q4 		$475K Sell
19,103
-440
-2% -$11.1K 0.08% 128
2025
Q3 		$552K Sell
19,543
-118
-0.6% -$3.35K 0.09% 117
2025
Q2 		$569K Buy
19,661
+81
+0.4% +$2.23K 0.11% 108
2025
Q1 		$554K Sell
19,580
-229
-1% -$5.76K 0.12% 102
2024
Q4 		$451K Buy
19,809
+401
+2% +$9.03K 0.08% 121
2024
Q3 		$427K Buy
19,408
+51
+0.3% +$1.01K 0.08% 122
2024
Q2 		$370K Sell
19,357
-955
-5% -$16.6K 0.07% 127
2024
Q1 		$357K Buy
20,312
+107
+0.5% +$1.83K 0.07% 127
2023
Q4 		$339K Sell
20,205
-696
-3% -$11K 0.08% 129
2023
Q3 		$314K Buy
20,901
+156
+0.8% +$2.29K 0.08% 126
2023
Q2 		$331K Sell
20,745
-83
-0.4% -$1.41K 0.08% 126
2023
Q1 		$401K Buy
20,828
+211
+1% +$4.03K 0.1% 105
2022
Q4 		$380K Buy
20,617
+107
+0.5% +$1.92K 0.1% 104
2022
Q3 		$314K Buy
20,510
+206
+1% +$3.75K 0.09% 109
2022
Q2 		$425K Sell
20,304
-6,530
-24% -$130K 0.13% 92
2022
Q1 		$478K Buy
26,834
+902
+3% +$16.7K 0.12% 102
2021
Q4 		$485K Buy
25,932
+1,209
+5% +$22.6K 0.12% 100
2021
Q3 		$504K Buy
24,723
+842
+4% +$17.7K 0.13% 98
2021
Q2 		$519K Buy
23,881
+412
+2% +$9.37K 0.13% 98
2021
Q1 		$536K Buy
23,469
+1,721
+8% +$38.1K 0.15% 90
2020
Q4 		$468K Buy
+21,748
New +$469K 0.13% 91

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

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

SOA Wealth Advisors increased its AT&T (T) stake by 0.24% in Q2 2026, buying an estimated $1.14K and bringing the position to 19,229 shares worth $398K. The position accounts for 0.07% of the portfolio, ranked #145.

SOA Wealth Advisors first reported a position in T in Q4 2020 and has held it in 23 quarters since. The position peaked at $569K in Q2 2025. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • SOA Wealth Advisors held 19,229 shares of AT&T worth $398K as of Q2 2026.
  • SOA Wealth Advisors bought 46 AT&T shares in Q2 2026, an estimated $1.14K.
  • AT&T made up 0.07% of SOA Wealth Advisors's portfolio in Q2 2026, its #145 holding.
  • SOA Wealth Advisors first reported a position in AT&T in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's AT&T position peaked at $569K in Q2 2025.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.