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

Traphagen 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
Q2 		$1.18M Buy
57,220
+4,357
+8% +$108K 0.08% 77
2026
Q1 		$1.53M Buy
52,863
+1,842
+4% +$49.2K 0.12% 64
2025
Q4 		$1.27M Sell
51,021
-378
-0.7% -$9.57K 0.1% 66
2025
Q3 		$1.45M Buy
51,399
+5,311
+12% +$151K 0.12% 61
2025
Q2 		$1.33M Buy
46,088
+5,973
+15% +$165K 0.13% 62
2025
Q1 		$1.13M Buy
40,115
+15,244
+61% +$383K 0.12% 64
2024
Q4 		$566K Sell
24,871
-1,659
-6% -$37.3K 0.06% 107
2024
Q3 		$584K Sell
26,530
-612
-2% -$12.2K 0.06% 100
2024
Q2 		$519K Sell
27,142
-4,582
-14% -$79.7K 0.06% 100
2024
Q1 		$558K Buy
31,724
+11
+0% +$188 0.06% 94
2023
Q4 		$532K Buy
31,713
+1,863
+6% +$29.4K 0.06% 94
2023
Q3 		$448K Buy
29,850
+26,064
+688% +$382K 0.06% 91
2023
Q2 		$832K Sell
3,786
-22
-0.6% -$375 0.11% 61
2023
Q1 		$848K Buy
3,808
+22
+0.6% +$420 0.12% 59
2022
Q4 		$904K Hold
3,786
– – 0.14% 52
2022
Q3 		$856K Hold
3,786
– – 0.16% 48
2022
Q2 		$795K Sell
3,786
-1,227
-24% -$24.5K 0.14% 50
2022
Q1 		$862K Sell
5,013
-83
-2% -$1.54K 0.14% 47
2021
Q4 		$949K Hold
5,096
– – 0.16% 50
2021
Q3 		$770K Hold
5,096
– – 0.14% 51
2021
Q2 		$765K Sell
5,096
-978,956
-99% -$22.3M 0.13% 58
2021
Q1 		$51.6M Buy
984,052
+932,672
+1,815% +$20.6M 9.45% 2
2020
Q4 		$2.44M Buy
+51,380
New +$1.11M 0.44% 30
2020
Q3 		– Sell
-35,459
Closed -$810K – 150
2020
Q2 		$810K Sell
35,459
-3,547
-9% -$80.8K 0.18% 50
2020
Q1 		$859K Buy
39,006
+4,999
+15% +$137K 0.23% 39
2019
Q4 		$1M Buy
34,007
+4,839
+17% +$140K 0.24% 38
2019
Q3 		$834K Buy
29,168
+6,598
+29% +$175K 0.22% 42
2019
Q2 		$571K Buy
22,570
+576
+3% +$13.8K 0.15% 55
2019
Q1 		$521K Buy
+21,994
New +$506K 0.15% 54

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

Traphagen Investment Advisors's T Position: Q2 2026 in Review

Traphagen Investment Advisors increased its AT&T (T) stake by 8.2% in Q2 2026, buying an estimated $108K and bringing the position to 57,220 shares worth $1.18M. The position accounts for 0.08% of the portfolio, ranked #77.

Traphagen Investment Advisors first reported a position in T in Q1 2019 and has held it in 29 quarters since. The position peaked at $51.6M in Q1 2021. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Traphagen Investment Advisors held 57,220 shares of AT&T worth $1.18M as of Q2 2026.
  • Traphagen Investment Advisors bought 4,357 AT&T shares in Q2 2026, an estimated $108K.
  • AT&T made up 0.08% of Traphagen Investment Advisors's portfolio in Q2 2026, its #77 holding.
  • Traphagen Investment Advisors first reported a position in AT&T in Q1 2019 and has held it in 29 quarters since.
  • Traphagen Investment Advisors's AT&T position peaked at $51.6M in Q1 2021.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.