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

Strategic 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 Q1	$6.09M	Buy	210,062 +34,471	+20%	+$921K	0.42%	43
2025 Q4	$4.37M	Sell	175,591 -6,093	-3%	-$154K	0.38%	46
2025 Q3	$5.13M	Buy	181,684 +2,699	+2%	+$76.6K	0.46%	42
2025 Q2	$5.16M	Sell	178,985 -10,540	-6%	-$290K	0.5%	37
2025 Q1	$5.36M	Buy	189,525 +3,468	+2%	+$87.2K	0.57%	38
2024 Q4	$4.24M	Buy	+186,057	New	+$4.19M	0.45%	43
2021 Q2	–	Sell	-36,707	Closed	-$839K	–	209
2021 Q1	$839K	Buy	36,707 +1,884	+5%	+$41.7K	0.22%	92
2020 Q4	$756K	Buy	34,823 +2,067	+6%	+$44.6K	0.22%	92
2020 Q3	$705K	Sell	32,756 -4,369	-12%	-$97.6K	0.24%	78
2020 Q2	$848K	Buy	37,125 +1,287	+4%	+$29.3K	0.32%	64
2020 Q1	$789K	Buy	35,838 +12,513	+54%	+$342K	0.36%	60
2019 Q4	$688K	Buy	23,325 +400	+2%	+$11.6K	0.28%	68
2019 Q3	$655K	Buy	22,925 +1,350	+6%	+$35.8K	0.31%	62
2019 Q2	$546K	Sell	21,575 -5,972	-22%	-$143K	0.3%	62
2019 Q1	$652K	Buy	27,547 +3,436	+14%	+$79K	0.45%	53
2018 Q4	$520K	Buy	+24,111	New	+$561K	0.47%	54

Other funds holding T

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Strategic Investment Advisors's T Position: Q1 2026 in Review

Strategic Investment Advisors increased its AT&T (T) stake by 20% in Q1 2026, buying an estimated $921K and bringing the position to 210,062 shares worth $6.09M. The position accounts for 0.42% of the portfolio, ranked #43.

Strategic Investment Advisors first reported a position in T in Q4 2018 and has held it in 16 quarters since. 2,966 funds tracked by Wall St. Rank hold T as of Q1 2026.

Strategic Investment Advisors held 210,062 shares of AT&T worth $6.09M as of Q1 2026.
Strategic Investment Advisors bought 34,471 AT&T shares in Q1 2026, an estimated $921K.
AT&T made up 0.42% of Strategic Investment Advisors's portfolio in Q1 2026, its #43 holding.
Strategic Investment Advisors first reported a position in AT&T in Q4 2018 and has held it in 16 quarters since.
2,966 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.