SL
T icon

SWMG LLC’s AT&T T Stock Holding History

SWMG LLC’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 		– Sell
-9,040
Closed -$262K – 129
2026
Q1 		$262K Hold
9,040
– – 0.07% 99
2025
Q4 		$245K Sell
9,040
-31
-0.3% -$785 0.07% 106
2025
Q3 		$223K Buy
9,071
+230
+3% +$6.53K 0.07% 106
2025
Q2 		$244K Sell
8,841
-8,289
-48% -$228K 0.08% 107
2025
Q1 		$459K Buy
+17,130
New +$431K 0.18% 80
2024
Q3 		– Sell
-14,580
Closed -$279K – 130
2024
Q2 		$279K Hold
14,580
– – 0.12% 84
2024
Q1 		$257K Sell
14,580
-400
-3% -$6.83K 0.12% 89
2023
Q4 		$251K Hold
14,980
– – 0.12% 88
2023
Q3 		$225K Hold
14,980
– – 0.12% 91
2023
Q2 		$239K Buy
14,980
+131
+0.9% +$2.23K 0.12% 82
2023
Q1 		$286K Buy
14,849
+113
+0.8% +$2.16K 0.16% 72
2022
Q4 		$271K Buy
14,736
+124
+0.8% +$2.22K 0.16% 69
2022
Q3 		$224K Buy
+14,612
New +$266K 0.15% 68
2022
Q1 		$345K Hold
19,346
– – 0.19% 55
2021
Q4 		$359K Buy
19,346
+529
+3% +$9.89K 0.19% 59
2021
Q3 		$384K Hold
18,817
– – 0.22% 55
2021
Q2 		$409K Sell
18,817
-1,116
-6% -$25.4K 0.24% 51
2021
Q1 		$456K Buy
19,933
+1,116
+6% +$24.7K 0.31% 44
2020
Q4 		$407K Buy
+18,817
New +$406K 0.3% 45

Other funds holding T

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SWMG LLC's T Position: Q2 2026 in Review

SWMG LLC sold out of AT&T (T) in Q2 2026, closing a stake of 9,040 shares — an estimated $262K sold.

SWMG LLC first reported a position in T in Q4 2020 and held it in 19 quarters. The position peaked at $459K in Q1 2025. 1,275 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • SWMG LLC reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
  • SWMG LLC sold 9,040 AT&T shares in Q2 2026, an estimated $262K.
  • SWMG LLC first reported a position in AT&T in Q4 2020 and held it in 19 quarters.
  • SWMG LLC's AT&T position peaked at $459K in Q1 2025.
  • 1,275 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.