TA
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TrueWealth Advisors’s AT&T T Stock Holding History

TrueWealth 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 		$1.47M Buy
71,251
+3,300
+5% +$81.9K 0.33% 51
2026
Q1 		$1.97M Buy
67,951
+1,852
+3% +$49.5K 0.5% 35
2025
Q4 		$1.64M Sell
66,099
-9,260
-12% -$234K 0.43% 46
2025
Q3 		$2.13M Buy
75,359
+699
+0.9% +$19.8K 0.58% 34
2025
Q2 		$2.16M Sell
74,660
-1,174
-2% -$32.4K 0.64% 32
2025
Q1 		$2.14M Sell
75,834
-2,129
-3% -$53.5K 0.7% 32
2024
Q4 		$1.78M Buy
77,963
+35
+0% +$788 0.59% 38
2024
Q3 		$1.71M Buy
77,928
+575
+0.7% +$11.4K 0.57% 36
2024
Q2 		$1.48M Sell
77,353
-2,176
-3% -$37.8K 0.55% 39
2024
Q1 		$1.4M Sell
79,529
-2,548
-3% -$43.5K 0.54% 40
2023
Q4 		$1.38M Buy
82,077
+6,251
+8% +$98.7K 0.53% 36
2023
Q3 		$1.14M Buy
75,826
+12,458
+20% +$183K 0.48% 42
2023
Q2 		$1.01M Buy
63,368
+22,773
+56% +$388K 0.41% 43
2023
Q1 		$781K Sell
40,595
-2,337
-5% -$44.7K 0.33% 61
2022
Q4 		$790K Sell
42,932
-8,321
-16% -$149K 0.35% 58
2022
Q3 		$786K Buy
51,253
+4,618
+10% +$84K 0.37% 59
2022
Q2 		$977K Buy
46,635
+3,283
+8% +$65.5K 0.45% 49
2022
Q1 		$805K Hold
43,352
– – 0.36% 60
2021
Q4 		$805K Buy
43,352
+8,782
+25% +$164K 0.36% 60
2021
Q3 		$705K Buy
34,570
+4,162
+14% +$87.4K 0.4% 56
2021
Q2 		$661K Buy
30,408
+2,581
+9% +$58.7K 0.39% 54
2021
Q1 		$628K Buy
27,827
+7,709
+38% +$170K 0.41% 54
2020
Q4 		$439K Buy
+20,118
New +$434K 0.38% 52

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

TrueWealth Advisors's T Position: Q2 2026 in Review

TrueWealth Advisors increased its AT&T (T) stake by 4.9% in Q2 2026, buying an estimated $81.9K and bringing the position to 71,251 shares worth $1.47M. The position accounts for 0.33% of the portfolio, ranked #51.

TrueWealth Advisors first reported a position in T in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.16M in Q2 2025. 1,254 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • TrueWealth Advisors held 71,251 shares of AT&T worth $1.47M as of Q2 2026.
  • TrueWealth Advisors bought 3,300 AT&T shares in Q2 2026, an estimated $81.9K.
  • AT&T made up 0.33% of TrueWealth Advisors's portfolio in Q2 2026, its #51 holding.
  • TrueWealth Advisors first reported a position in AT&T in Q4 2020 and has held it in 23 quarters since.
  • TrueWealth Advisors's AT&T position peaked at $2.16M in Q2 2025.
  • 1,254 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.