Wallace Advisory Group’s AT&T T Stock Holding History

Wallace Advisory Group’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	$436K	Buy	21,086 +2,152	+11%	+$53.4K	0.41%	65
2026 Q1	$549K	Buy	18,934 +2,041	+12%	+$54.5K	0.59%	35
2025 Q4	$420K	Sell	16,893 -6,785	-29%	-$172K	0.44%	57
2025 Q3	$685K	Sell	23,678 -2,853	-11%	-$81K	0.55%	44
2025 Q2	$750K	Sell	26,531 -11,653	-31%	-$321K	0.54%	48
2025 Q1	$869K	Buy	38,184 +82	+0.2%	+$2.06K	0.6%	42
2024 Q4	$838K	Sell	38,102 -827	-2%	-$18.6K	0.58%	45
2024 Q3	$744K	Hold	38,929	–	–	0.54%	44
2024 Q2	$744K	Buy	38,929 +3,181	+9%	+$55.3K	0.54%	44
2024 Q1	$600K	Sell	35,748 -5,122	-13%	-$87.5K	0.45%	56
2023 Q4	$614K	Buy	40,870 +14,418	+55%	+$228K	0.48%	42
2023 Q3	$422K	Buy	26,452 +2,299	+10%	+$33.7K	0.3%	87
2023 Q2	$465K	Hold	24,153	–	–	0.35%	81
2023 Q1	$465K	Buy	24,153 +7,033	+41%	+$134K	0.35%	81
2022 Q4	$315K	Buy	+17,120	New	+$306K	0.25%	111

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

Wallace Advisory Group's T Position: Q2 2026 in Review

Wallace Advisory Group increased its AT&T (T) stake by 11% in Q2 2026, buying an estimated $53.4K and bringing the position to 21,086 shares worth $436K. The position accounts for 0.41% of the portfolio, ranked #65.

Wallace Advisory Group first reported a position in T in Q4 2022 and has held it in 15 quarters since. The position peaked at $869K in Q1 2025. 2,684 funds tracked by Wall St. Rank hold T as of Q2 2026.

Wallace Advisory Group held 21,086 shares of AT&T worth $436K as of Q2 2026.
Wallace Advisory Group bought 2,152 AT&T shares in Q2 2026, an estimated $53.4K.
AT&T made up 0.41% of Wallace Advisory Group's portfolio in Q2 2026, its #65 holding.
Wallace Advisory Group first reported a position in AT&T in Q4 2022 and has held it in 15 quarters since.
Wallace Advisory Group's AT&T position peaked at $869K in Q1 2025.
2,684 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.