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Strategic Wealth Partners’s AT&T T Stock Holding History

Strategic Wealth Partners’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 		$201K Sell
9,719
-2,276
-19% -$56.5K 0.01% 314
2026
Q1 		$348K Sell
11,995
-868
-7% -$23.2K 0.02% 238
2025
Q4 		$320K Buy
12,863
+6,372
+98% +$161K 0.02% 259
2025
Q3 		$183K Sell
6,491
-14,890
-70% -$423K 0.01% 345
2025
Q2 		$619K Buy
+21,381
New +$589K 0.05% 189
2024
Q4 		$621K Sell
24,215
-17,039
-41% -$383K 0.05% 183
2024
Q3 		$908K Sell
41,254
-13,169
-24% -$262K 0.09% 154
2024
Q2 		$1.04M Buy
+54,423
New +$946K 0.11% 134
2023
Q4 		– Sell
-61,835
Closed -$929K – 300
2023
Q3 		$929K Sell
61,835
-23,983
-28% -$352K 0.12% 160
2023
Q2 		$1.37M Buy
85,818
+6,492
+8% +$111K 0.18% 134
2023
Q1 		$1.53M Buy
79,326
+3,398
+4% +$64.9K 0.23% 108
2022
Q4 		$1.4M Sell
75,928
-20,379
-21% -$365K 0.26% 102
2022
Q3 		$1.48M Sell
96,307
-948
-1% -$17.2K 0.31% 103
2022
Q2 		$2.04M Sell
97,255
-30,446
-24% -$607K 0.44% 83
2022
Q1 		$2.28M Sell
127,701
-12,850
-9% -$238K 0.44% 78
2021
Q4 		$2.61M Buy
+140,551
New +$2.63M 0.49% 65
2020
Q2 		– Sell
-10,141
Closed -$299K – 163
2020
Q1 		$299K Hold
10,141
– – 0.16% 111
2019
Q4 		$299K Sell
10,141
-1,407
-12% -$40.6K 0.16% 111
2019
Q3 		$29.4K Buy
11,548
+1,079
+10% +$28.6K 0.15% 105
2019
Q2 		$265K Buy
10,469
+58
+0.6% +$1.39K 0.13% 120
2019
Q1 		$251K Buy
10,411
+69
+0.7% +$1.59K 0.12% 127
2018
Q4 		$258K Sell
10,342
-374
-3% -$8.71K 0.13% 114
2018
Q3 		$272K Sell
10,716
-2,108
-16% -$51.6K 0.15% 116
2018
Q2 		$311K Buy
12,824
+3,776
+42% +$94.8K 0.18% 114
2018
Q1 		$244K Sell
9,048
-943
-9% -$26.2K 0.13% 139
2017
Q4 		$257K Buy
+9,991
New +$273K 0.14% 135

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

Strategic Wealth Partners's T Position: Q2 2026 in Review

Strategic Wealth Partners reduced its AT&T (T) stake by 19% in Q2 2026, selling an estimated $56.5K and leaving 9,719 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #314.

Strategic Wealth Partners first reported a position in T in Q4 2017 and has held it in 26 quarters since. The position peaked at $2.61M in Q4 2021. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Strategic Wealth Partners held 9,719 shares of AT&T worth $201K as of Q2 2026.
  • Strategic Wealth Partners sold 2,276 AT&T shares in Q2 2026, an estimated $56.5K.
  • AT&T made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #314 holding.
  • Strategic Wealth Partners first reported a position in AT&T in Q4 2017 and has held it in 26 quarters since.
  • Strategic Wealth Partners's AT&T position peaked at $2.61M in Q4 2021.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.