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SS&H Financial Advisors’s AT&T T Stock Holding History

SS&H Financial 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 		$2.55M Buy
+123,117
New +$3.06M 0.65% 36
2025
Q4 		$3.35M Buy
134,906
+500
+0.4% +$12.7K 0.98% 28
2025
Q3 		$3.8M Sell
134,406
-100
-0.1% -$2.84K 1.15% 20
2025
Q2 		$3.89M Buy
134,506
+2,926
+2% +$80.6K 1.3% 18
2025
Q1 		$3.72M Sell
131,580
-1,200
-0.9% -$30.2K 1.39% 18
2024
Q4 		$3.02M Sell
132,780
-1,000
-0.7% -$22.5K 1.1% 22
2024
Q3 		$2.94M Sell
133,780
-904
-0.7% -$18K 1.07% 21
2024
Q2 		$2.57M Sell
134,684
-5,400
-4% -$93.9K 1% 26
2024
Q1 		$2.46M Sell
140,084
-5,030
-3% -$85.9K 1.03% 28
2023
Q4 		$2.44M Buy
145,114
+8,505
+6% +$134K 1.03% 28
2023
Q3 		$2.05M Buy
+136,609
New +$2M 0.96% 27
2023
Q1 		$1.82M Buy
94,614
+50
+0.1% +$956 0.83% 35
2022
Q4 		$1.74M Sell
94,564
-610
-0.6% -$10.9K 0.83% 35
2022
Q3 		$1.46M Sell
95,174
-150
-0.2% -$2.73K 0.75% 36
2022
Q2 		$2M Sell
95,324
-34,460
-27% -$687K 0.92% 31
2022
Q1 		$2.32M Buy
+129,784
New +$2.4M 0.91% 35

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

SS&H Financial Advisors's T Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in AT&T (T) in Q2 2026: 123,117 shares worth $2.55M. The stake represents 0.65% of the portfolio and ranks #36 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in T as recently as Q4 2025.

SS&H Financial Advisors first reported a position in T in Q1 2022 and has held it in 16 quarters since. The position peaked at $3.89M in Q2 2025. 2,684 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • SS&H Financial Advisors held 123,117 shares of AT&T worth $2.55M as of Q2 2026.
  • AT&T was a new SS&H Financial Advisors position in Q2 2026.
  • AT&T made up 0.65% of SS&H Financial Advisors's portfolio in Q2 2026, its #36 holding.
  • SS&H Financial Advisors first reported a position in AT&T in Q1 2022 and has held it in 16 quarters since.
  • SS&H Financial Advisors's AT&T position peaked at $3.89M in Q2 2025.
  • 2,684 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.