Valley Wealth Managers’s AT&T T Stock Holding History

Valley Wealth Managers’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	$3.79M	Buy	182,989 +9,494	+5%	+$236K	0.22%	97
2026 Q1	$5.03M	Buy	173,495 +3,129	+2%	+$83.6K	0.32%	66
2025 Q4	$4.23M	Buy	170,366 +7,001	+4%	+$177K	0.27%	82
2025 Q3	$4.61M	Buy	163,365 +1,897	+1%	+$53.9K	0.31%	70
2025 Q2	$4.67M	Sell	161,468 -11,181	-6%	-$308K	0.34%	64
2025 Q1	$4.88M	Sell	172,649 -8,318	-5%	-$209K	0.37%	57
2024 Q4	$4.12M	Sell	180,967 -25,252	-12%	-$568K	0.31%	69
2024 Q3	$4.54M	Sell	206,219 -5,578	-3%	-$111K	0.34%	66
2024 Q2	$4.05M	Sell	211,797 -13,767	-6%	-$239K	0.32%	71
2024 Q1	$3.97M	Sell	225,564 -8,529	-4%	-$146K	0.3%	83
2023 Q4	$3.93M	Sell	234,093 -5,343	-2%	-$84.4K	0.31%	90
2023 Q3	$3.6M	Sell	239,436 -3,246	-1%	-$47.6K	0.3%	93
2023 Q2	$3.87M	Buy	242,682 +1,751	+0.7%	+$29.8K	0.35%	78
2023 Q1	$4.64M	Buy	240,931 +23,027	+11%	+$440K	0.42%	60
2022 Q4	$4.01M	Sell	217,904 -21,597	-9%	-$387K	0.37%	73
2022 Q3	$3.67M	Buy	239,501 +66,872	+39%	+$1.22M	0.37%	79
2022 Q2	$3.62M	Sell	172,629 -43,537	-20%	-$868K	0.34%	77
2022 Q1	$3.86M	Buy	216,166 +14,415	+7%	+$267K	0.32%	83
2021 Q4	$3.75M	Buy	201,751 +31,201	+18%	+$583K	0.3%	77
2021 Q3	$3.48M	Buy	170,550 +1,605	+1%	+$33.7K	0.3%	80
2021 Q2	$3.67M	Buy	168,945 +14,300	+9%	+$325K	0.31%	77
2021 Q1	$3.54M	Buy	154,645 +8,581	+6%	+$190K	0.32%	66
2020 Q4	$3.17M	Buy	146,064 +13,901	+11%	+$300K	0.31%	61
2020 Q3	$2.85M	Buy	132,163 +2,635	+2%	+$58.9K	0.31%	60
2020 Q2	$2.96M	Sell	129,528 -1,540	-1%	-$35.1K	0.33%	60
2020 Q1	$2.89M	Buy	131,068 +2,162	+2%	+$59.1K	0.37%	56
2019 Q4	$3.81M	Buy	128,906 +4,028	+3%	+$116K	0.38%	53
2019 Q3	$3.57M	Sell	124,878 -707	-0.6%	-$18.7K	0.38%	51
2019 Q2	$3.18M	Buy	125,585 +12,027	+11%	+$288K	0.34%	55
2019 Q1	$2.69M	Buy	113,558 +25,565	+29%	+$588K	0.29%	56
2018 Q4	$1.9M	Buy	87,993 +5,599	+7%	+$130K	0.25%	57
2018 Q3	$2.09M	Sell	82,394 -952	-1%	-$23.3K	0.25%	55
2018 Q2	$2.02M	Buy	83,346 +2,937	+4%	+$73.7K	0.25%	54
2018 Q1	$2.17M	Buy	80,409 +1,726	+2%	+$48K	0.26%	52
2017 Q4	$2.31M	Buy	78,683 +6,281	+9%	+$172K	0.28%	53
2017 Q3	$2.14M	Sell	72,402 -8,410	-10%	-$239K	0.27%	53
2017 Q2	$2.3M	Sell	80,812 -15,816	-16%	-$466K	0.31%	52
2017 Q1	$3.03M	Buy	96,628 +6,190	+7%	+$195K	0.4%	48
2016 Q4	$2.9M	Buy	90,438 +3,095	+4%	+$91.3K	0.42%	45
2016 Q3	$2.68M	Buy	87,343 +2,468	+3%	+$78K	0.39%	48
2016 Q2	$2.77M	Buy	84,875 +24,160	+40%	+$719K	0.42%	43
2016 Q1	$1.8M	Buy	60,715 +7,795	+15%	+$216K	0.3%	45
2015 Q4	$1.38M	Sell	52,920 -858	-2%	-$21.8K	0.25%	50
2015 Q3	$1.32M	Sell	53,778 -2,679	-5%	-$68.3K	0.24%	49
2015 Q2	$1.51M	Sell	56,457 -3,296	-6%	-$85.2K	0.26%	47
2015 Q1	$1.47M	Sell	59,753 -17,103	-22%	-$435K	0.25%	51
2014 Q4	$1.95M	Buy	76,856 +25,366	+49%	+$658K	0.35%	45
2014 Q3	$1.37M	Buy	51,490 +2,589	+5%	+$68.9K	0.26%	48
2014 Q2	$1.31M	Sell	48,901 -303,484	-86%	-$8.13M	0.25%	50
2014 Q1	$9.33M	Buy	352,385 +14,949	+4%	+$375K	1.86%	35
2013 Q4	$8.96M	Buy	337,436 +8,896	+3%	+$234K	1.84%	35
2013 Q3	$8.39M	Buy	328,540 +16,173	+5%	+$425K	1.83%	37
2013 Q2	$8.35M	Buy	+312,367	New	+$8.68M	1.89%	33

Other funds holding T

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Valley Wealth Managers's T Position: Q2 2026 in Review

Valley Wealth Managers increased its AT&T (T) stake by 5.5% in Q2 2026, buying an estimated $236K and bringing the position to 182,989 shares worth $3.79M. The position accounts for 0.22% of the portfolio, ranked #97.

Valley Wealth Managers first reported a position in T in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.33M in Q1 2014. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

Valley Wealth Managers held 182,989 shares of AT&T worth $3.79M as of Q2 2026.
Valley Wealth Managers bought 9,494 AT&T shares in Q2 2026, an estimated $236K.
AT&T made up 0.22% of Valley Wealth Managers's portfolio in Q2 2026, its #97 holding.
Valley Wealth Managers first reported a position in AT&T in Q2 2013 and has held it in 53 quarters since.
Valley Wealth Managers's AT&T position peaked at $9.33M in Q1 2014.
2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.