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T icon

Waldron Private Wealth’s AT&T T Stock Holding History

Waldron Private Wealth’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 		$1.19M Buy
57,550
+1,156
+2% +$28.7K 0.04% 133
2026
Q1 		$1.63M Buy
56,394
+3,238
+6% +$86.5K 0.06% 105
2025
Q4 		$1.32M Buy
53,156
+832
+2% +$21.1K 0.05% 117
2025
Q3 		$1.48M Hold
52,324
– – 0.06% 108
2025
Q2 		$1.51M Sell
52,324
-1,176
-2% -$32.4K 0.07% 101
2025
Q1 		$1.51M Sell
53,500
-26,708
-33% -$672K 0.07% 104
2024
Q4 		$1.83M Sell
80,208
-3,976
-5% -$89.5K 0.07% 116
2024
Q3 		$1.85M Buy
84,184
+5,769
+7% +$115K 0.08% 110
2024
Q2 		$1.5M Sell
78,415
-3,098
-4% -$53.9K 0.07% 120
2024
Q1 		$1.43M Buy
81,513
+3,574
+5% +$61K 0.06% 125
2023
Q4 		$1.31M Buy
77,939
+2,402
+3% +$37.9K 0.06% 127
2023
Q3 		$1.13M Buy
75,537
+21,834
+41% +$320K 0.06% 138
2023
Q2 		$857K Sell
53,703
-21,788
-29% -$371K 0.04% 167
2023
Q1 		$1.45M Buy
75,491
+16,264
+27% +$311K 0.07% 133
2022
Q4 		$908K Hold
59,227
– – 0.06% 166
2022
Q3 		$908K Sell
59,227
-2,171
-4% -$39.5K 0.06% 166
2022
Q2 		$1.29M Sell
61,398
-13,572
-18% -$271K 0.07% 147
2022
Q1 		$1.34M Buy
74,970
+3,711
+5% +$68.7K 0.07% 145
2021
Q4 		$1.32M Sell
71,259
-3,649
-5% -$68.2K 0.07% 145
2021
Q3 		$1.53M Sell
74,908
-297,104
-80% -$6.24M 0.09% 120
2021
Q2 		$8.09M Buy
372,012
+295,638
+387% +$6.72M 0.52% 40
2021
Q1 		$1.75M Sell
76,374
-9,781
-11% -$216K 0.12% 97
2020
Q4 		$1.87M Sell
86,155
-3,105
-3% -$67K 0.14% 91
2020
Q3 		$1.92M Sell
89,260
-5,985
-6% -$134K 0.16% 79
2020
Q2 		$2.17M Sell
95,245
-14,087
-13% -$321K 0.19% 73
2020
Q1 		$2.41M Sell
109,332
-50,611
-32% -$1.38M 0.26% 64
2019
Q4 		$4.72M Buy
159,943
+1,080
+0.7% +$31.2K 0.42% 40
2019
Q3 		$4.54M Buy
158,863
+4,649
+3% +$123K 0.46% 37
2019
Q2 		$3.9M Sell
154,214
-3,445
-2% -$82.6K 0.42% 33
2019
Q1 		$3.73M Buy
157,659
+1,528
+1% +$35.1K 0.42% 35
2018
Q4 		$3.37M Buy
156,131
+27,500
+21% +$640K 0.49% 33
2018
Q3 		$3.26M Buy
128,631
+5,941
+5% +$146K 0.64% 23
2018
Q2 		$2.98M Buy
122,690
+3,566
+3% +$89.5K 0.65% 22
2018
Q1 		$3.21M Buy
119,124
+625
+0.5% +$17.4K 0.72% 20
2017
Q4 		$3.48M Sell
118,499
-1,368
-1% -$37.4K 0.82% 16
2017
Q3 		$3.55M Buy
119,867
+6,129
+5% +$174K 0.99% 14
2017
Q2 		$3.24M Sell
113,738
-10,756
-9% -$317K 1.03% 13
2017
Q1 		$3.91M Buy
124,494
+2,250
+2% +$70.8K 0.98% 14
2016
Q4 		$3.93M Buy
122,244
+1,524
+1% +$45K 1.35% 14
2016
Q3 		$3.7M Sell
120,720
-132
-0.1% -$4.17K 1.34% 11
2016
Q2 		$3.94M Buy
120,852
+1,806
+2% +$53.7K 1.45% 10
2016
Q1 		$3.52M Sell
119,046
-3,121
-3% -$86.4K 1.33% 10
2015
Q4 		$3.16M Buy
122,167
+109,364
+854% +$2.77M 1.18% 12
2015
Q3 		$315K Buy
12,803
+3,371
+36% +$86K 0.14% 76
2015
Q2 		$253K Buy
+9,432
New +$244K 0.1% 95

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
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
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Waldron Private Wealth's T Position: Q2 2026 in Review

Waldron Private Wealth increased its AT&T (T) stake by 2% in Q2 2026, buying an estimated $28.7K and bringing the position to 57,550 shares worth $1.19M. The position accounts for 0.04% of the portfolio, ranked #133.

Waldron Private Wealth first reported a position in T in Q2 2015 and has held it in 45 quarters since. The position peaked at $8.09M in Q2 2021. 1,222 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Waldron Private Wealth held 57,550 shares of AT&T worth $1.19M as of Q2 2026.
  • Waldron Private Wealth bought 1,156 AT&T shares in Q2 2026, an estimated $28.7K.
  • AT&T made up 0.04% of Waldron Private Wealth's portfolio in Q2 2026, its #133 holding.
  • Waldron Private Wealth first reported a position in AT&T in Q2 2015 and has held it in 45 quarters since.
  • Waldron Private Wealth's AT&T position peaked at $8.09M in Q2 2021.
  • 1,222 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.