Successful Portfolios’s AT&T T Stock Holding History

Successful Portfolios’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	$327K	Sell	15,490 -1,396	-8%	-$34.6K	0.15%	132
2026 Q1	$488K	Sell	16,886 -711	-4%	-$19K	0.27%	77
2025 Q4	$422K	Sell	17,597 -283	-2%	-$7.16K	0.22%	103
2025 Q3	$505K	Sell	17,880 -790	-4%	-$22.4K	0.29%	72
2025 Q2	$540K	Sell	18,670 -375	-2%	-$10.3K	0.33%	61
2025 Q1	$539K	Sell	19,045 -499	-3%	-$12.5K	0.37%	60
2024 Q4	$445K	Buy	19,544 +515	+3%	+$11.6K	0.3%	71
2024 Q3	$419K	Sell	19,029 -1,410	-7%	-$28.1K	0.28%	77
2024 Q2	$391K	Sell	20,439 -476	-2%	-$8.28K	0.27%	78
2024 Q1	$368K	Buy	20,915 +189	+0.9%	+$3.23K	0.25%	90
2023 Q4	$348K	Sell	20,726 -778	-4%	-$12.3K	0.26%	87
2023 Q3	$323K	Buy	21,504 +1,362	+7%	+$20K	0.29%	83
2023 Q2	$321K	Buy	20,142 +867	+4%	+$14.8K	0.28%	83
2023 Q1	$371K	Sell	19,275 -499	-3%	-$9.54K	0.23%	108
2022 Q4	$364K	Buy	19,774 +887	+5%	+$15.9K	0.24%	113
2022 Q3	$290K	Sell	18,887 -339	-2%	-$6.17K	0.21%	129
2022 Q2	$403K	Sell	19,226 -7,893	-29%	-$157K	0.27%	97
2022 Q1	$484K	Sell	27,119 -333	-1%	-$6.16K	0.28%	96
2021 Q4	$510K	Buy	27,452 +2,052	+8%	+$38.4K	0.28%	92
2021 Q3	$518K	Buy	25,400 +153	+0.6%	+$3.21K	0.31%	84
2021 Q2	$549K	Buy	25,247 +497	+2%	+$11.3K	0.33%	78
2021 Q1	$566K	Buy	24,750 +424	+2%	+$9.38K	0.37%	71
2020 Q4	$528K	Buy	24,326 +340	+1%	+$7.33K	0.38%	72
2020 Q3	$516K	Buy	23,986 +214	+0.9%	+$4.78K	0.41%	67
2020 Q2	$543K	Sell	23,772 -719	-3%	-$16.4K	0.48%	63
2020 Q1	$539K	Buy	24,491 +1,024	+4%	+$28K	0.55%	55
2019 Q4	$693K	Sell	23,467 -855	-4%	-$24.7K	0.62%	42
2019 Q3	$695K	Buy	24,322 +830	+4%	+$22K	0.65%	41
2019 Q2	$595K	Sell	23,492 -106	-0.4%	-$2.54K	0.64%	44
2019 Q1	$559K	Sell	23,598 -221	-0.9%	-$5.08K	0.61%	47
2018 Q4	$513K	Sell	23,819 -1,362	-5%	-$31.7K	0.66%	47
2018 Q3	$639K	Buy	25,181 +780	+3%	+$19.1K	0.7%	42
2018 Q2	$592K	Buy	24,401 +165	+0.7%	+$4.14K	0.69%	42
2018 Q1	$653K	Buy	24,236 +515	+2%	+$14.3K	0.79%	39
2017 Q4	$697K	Buy	+23,721	New	+$648K	0.87%	34

Other funds holding T

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Successful Portfolios's T Position: Q2 2026 in Review

Successful Portfolios reduced its AT&T (T) stake by 8.3% in Q2 2026, selling an estimated $34.6K and leaving 15,490 shares worth $327K. The position accounts for 0.15% of the portfolio, ranked #132.

Successful Portfolios first reported a position in T in Q4 2017 and has held it in 35 quarters since. The position peaked at $697K in Q4 2017. 773 funds tracked by Wall St. Rank hold T as of Q2 2026.

Successful Portfolios held 15,490 shares of AT&T worth $327K as of Q2 2026.
Successful Portfolios sold 1,396 AT&T shares in Q2 2026, an estimated $34.6K.
AT&T made up 0.15% of Successful Portfolios's portfolio in Q2 2026, its #132 holding.
Successful Portfolios first reported a position in AT&T in Q4 2017 and has held it in 35 quarters since.
Successful Portfolios's AT&T position peaked at $697K in Q4 2017.
773 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.