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Soltis Investment Advisors’s AT&T T Stock Holding History

Soltis Investment 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 		$465K Sell
22,469
-1,270
-5% -$31.5K 0.03% 373
2026
Q1 		$688K Buy
23,739
+4,628
+24% +$124K 0.04% 279
2025
Q4 		$475K Sell
19,111
-3,774
-16% -$95.5K 0.03% 329
2025
Q3 		$646K Buy
22,885
+2,592
+13% +$73.6K 0.04% 268
2025
Q2 		$587K Buy
20,293
+3,186
+19% +$87.8K 0.05% 236
2025
Q1 		$484K Sell
17,107
-23,449
-58% -$590K 0.04% 246
2024
Q4 		$923K Buy
40,556
+25,052
+162% +$564K 0.09% 170
2024
Q3 		$341K Buy
15,504
+2,941
+23% +$58.5K 0.03% 264
2024
Q2 		$240K Sell
12,563
-83,585
-87% -$1.45M 0.03% 292
2024
Q1 		$1.69M Buy
96,148
+29,460
+44% +$503K 0.19% 128
2023
Q4 		$1.12M Buy
66,688
+3,019
+5% +$47.7K 0.13% 135
2023
Q3 		$956K Buy
63,669
+50,091
+369% +$734K 0.12% 131
2023
Q2 		$217K Buy
13,578
+264
+2% +$4.5K 0.03% 243
2023
Q1 		$256K Sell
13,314
-34,613
-72% -$662K 0.03% 226
2022
Q4 		$882K Sell
47,927
-707
-1% -$12.7K 0.12% 133
2022
Q3 		$746K Sell
48,634
-1,466
-3% -$26.7K 0.11% 137
2022
Q2 		$1.05M Sell
50,100
-18,426
-27% -$367K 0.15% 122
2022
Q1 		$1.22M Sell
68,526
-2,922
-4% -$54.1K 0.17% 114
2021
Q4 		$1.33M Sell
71,448
-2,376
-3% -$44.4K 0.19% 114
2021
Q3 		$1.51M Sell
73,824
-85,447
-54% -$1.8M 0.23% 88
2021
Q2 		$3.46M Buy
159,271
+12,695
+9% +$289K 0.55% 36
2021
Q1 		$3.35M Buy
146,576
+18,430
+14% +$407K 0.61% 35
2020
Q4 		$2.78M Buy
128,146
+53,740
+72% +$1.16M 0.52% 36
2020
Q3 		$1.6M Buy
74,406
+12,727
+21% +$284K 0.38% 50
2020
Q2 		$1.41M Buy
61,679
+13,194
+27% +$300K 0.37% 48
2020
Q1 		$1.07M Buy
48,485
+3,976
+9% +$109K 0.33% 46
2019
Q4 		$1.31M Buy
+44,509
New +$1.29M 0.25% 51

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

Soltis Investment Advisors's T Position: Q2 2026 in Review

Soltis Investment Advisors reduced its AT&T (T) stake by 5.3% in Q2 2026, selling an estimated $31.5K and leaving 22,469 shares worth $465K. The position accounts for 0.03% of the portfolio, ranked #373.

Soltis Investment Advisors first reported a position in T in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.46M in Q2 2021. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Soltis Investment Advisors held 22,469 shares of AT&T worth $465K as of Q2 2026.
  • Soltis Investment Advisors sold 1,270 AT&T shares in Q2 2026, an estimated $31.5K.
  • AT&T made up 0.03% of Soltis Investment Advisors's portfolio in Q2 2026, its #373 holding.
  • Soltis Investment Advisors first reported a position in AT&T in Q4 2019 and has held it in 27 quarters since.
  • Soltis Investment Advisors's AT&T position peaked at $3.46M in Q2 2021.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.