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Sound View Wealth Advisors Group’s AT&T T Stock Holding History

Sound View Wealth Advisors Group’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 		$442K Sell
21,335
-2,399
-10% -$59.5K 0.03% 303
2026
Q1 		$688K Sell
23,734
-484
-2% -$12.9K 0.05% 240
2025
Q4 		$602K Sell
24,218
-4,758
-16% -$120K 0.04% 254
2025
Q3 		$818K Sell
28,976
-2,151
-7% -$61.1K 0.06% 216
2025
Q2 		$901K Buy
31,127
+12,059
+63% +$332K 0.07% 196
2025
Q1 		$539K Sell
19,068
-7,131
-27% -$179K 0.04% 246
2024
Q4 		$597K Sell
26,199
-2,746
-9% -$61.8K 0.05% 240
2024
Q3 		$637K Buy
28,945
+4,225
+17% +$84.1K 0.05% 233
2024
Q2 		$472K Sell
24,720
-160
-0.6% -$2.78K 0.05% 243
2024
Q1 		$438K Buy
24,880
+4,616
+23% +$78.8K 0.05% 255
2023
Q4 		$340K Sell
20,264
-1,475
-7% -$23.3K 0.04% 287
2023
Q3 		$327K Sell
21,739
-6,009
-22% -$88.1K 0.04% 275
2023
Q2 		$443K Sell
27,748
-373
-1% -$6.35K 0.06% 234
2023
Q1 		$541K Buy
28,121
+7,857
+39% +$150K 0.07% 206
2022
Q4 		$340K Sell
20,264
-1,395
-6% -$25K 0.04% 287
2022
Q3 		$332K Sell
21,659
-437
-2% -$7.95K 0.07% 201
2022
Q2 		$463K Sell
22,096
-8,675
-28% -$173K 0.1% 176
2022
Q1 		$549K Sell
30,771
-3,922
-11% -$72.6K 0.1% 167
2021
Q4 		$645K Sell
34,693
-21,021
-38% -$393K 0.12% 153
2021
Q3 		$1.14M Sell
55,714
-8,267
-13% -$174K 0.24% 107
2021
Q2 		$1.39M Buy
63,981
+2,076
+3% +$47.2K 0.29% 89
2021
Q1 		$1.42M Sell
61,905
-2,534
-4% -$56K 0.33% 86
2020
Q4 		$1.4M Sell
64,439
-22,335
-26% -$482K 0.34% 84
2020
Q3 		$1.87M Sell
86,774
-27,361
-24% -$611K 0.49% 55
2020
Q2 		$2.61M Sell
114,135
-12,237
-10% -$279K 0.73% 41
2020
Q1 		$2.78M Buy
126,372
+804
+0.6% +$22K 0.96% 35
2019
Q4 		$3.71M Sell
125,568
-11,743
-9% -$339K 1.05% 30
2019
Q3 		$3.92M Sell
137,311
-5,142
-4% -$136K 1.17% 23
2019
Q2 		$3.6M Buy
+142,453
New +$3.42M 1.07% 26

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

Sound View Wealth Advisors Group's T Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its AT&T (T) stake by 10% in Q2 2026, selling an estimated $59.5K and leaving 21,335 shares worth $442K. The position accounts for 0.03% of the portfolio, ranked #303.

Sound View Wealth Advisors Group first reported a position in T in Q2 2019 and has held it in 29 quarters since. The position peaked at $3.92M in Q3 2019. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Sound View Wealth Advisors Group held 21,335 shares of AT&T worth $442K as of Q2 2026.
  • Sound View Wealth Advisors Group sold 2,399 AT&T shares in Q2 2026, an estimated $59.5K.
  • AT&T made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #303 holding.
  • Sound View Wealth Advisors Group first reported a position in AT&T in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's AT&T position peaked at $3.92M in Q3 2019.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.