Synergy Investment Management’s AT&T T Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$63.7K Buy
2,964
+462
+18% +$11.5K 0.02% 338
2026
Q1
$72.5K Buy
+2,502
New +$66.8K 0.02% 238
2025
Q2
– Sell
-246
Closed -$6.96K – 512
2025
Q1
$6.96K Sell
246
-83
-25% -$2.09K ﹤0.01% 413
2024
Q4
$7.47K Buy
+329
New +$7.4K ﹤0.01% 416

Other funds holding T

Synergy Investment Management's T Position: Q2 2026 in Review

Synergy Investment Management increased its AT&T (T) stake by 18% in Q2 2026, buying an estimated $11.5K and bringing the position to 2,964 shares worth $63.7K. The position accounts for 0.02% of the portfolio, ranked #338.

Synergy Investment Management first reported a position in T in Q4 2024 and has held it in 4 quarters since. The position peaked at $72.5K in Q1 2026. 2,696 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Synergy Investment Management held 2,964 shares of AT&T worth $63.7K as of Q2 2026.
  • Synergy Investment Management bought 462 AT&T shares in Q2 2026, an estimated $11.5K.
  • AT&T made up 0.02% of Synergy Investment Management's portfolio in Q2 2026, its #338 holding.
  • Synergy Investment Management first reported a position in AT&T in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's AT&T position peaked at $72.5K in Q1 2026.
  • 2,696 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.