Walter & Keenan Wealth Management’s AT&T T Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$354K Sell
17,123
-366
-2% -$9.08K 0.09% 130
2026
Q1
$507K Buy
17,489
+1,197
+7% +$32K 0.14% 99
2025
Q4
$405K Sell
16,292
-1,182
-7% -$29.9K 0.11% 117
2025
Q3
$493K Sell
17,474
-661
-4% -$18.8K 0.14% 105
2025
Q2
$525K Buy
18,135
+2,785
+18% +$76.7K 0.15% 105
2025
Q1
$434K Buy
15,350
+1,374
+10% +$34.6K 0.13% 116
2024
Q4
$318K Sell
13,976
-1,633
-10% -$36.8K 0.1% 122
2024
Q3
$343K Buy
15,609
+70
+0.5% +$1.39K 0.1% 120
2024
Q2
$297K Sell
15,539
-1,650
-10% -$28.7K 0.09% 123
2024
Q1
$303K Sell
17,189
-2,240
-12% -$38.3K 0.1% 118
2023
Q4
$326K Sell
19,429
-1,766
-8% -$27.9K 0.12% 118
2023
Q3
$318K Buy
21,195
+2,534
+14% +$37.1K 0.12% 114
2023
Q2
$298K Sell
18,661
-1,518
-8% -$25.9K 0.11% 117
2023
Q1
$388K Buy
20,179
+4,745
+31% +$90.7K 0.15% 109
2022
Q4
$284K Buy
15,434
+601
+4% +$10.8K 0.11% 120
2022
Q3
$228K Sell
14,833
-129
-0.9% -$2.35K 0.1% 131
2022
Q2
$314K Sell
14,962
-5,355
-26% -$107K 0.12% 117
2022
Q1
$363K Sell
20,317
-3,078
-13% -$56.9K 0.12% 114
2021
Q4
$435K Sell
23,395
-32,674
-58% -$611K 0.14% 102
2021
Q3
$1.14M Sell
56,069
-22,284
-28% -$468K 0.39% 66
2021
Q2
$1.7M Sell
78,353
-14,609
-16% -$332K 0.59% 51
2021
Q1
$2.13M Buy
92,962
+3,489
+4% +$77.1K 0.75% 41
2020
Q4
$1.94M Sell
89,473
-5,554
-6% -$120K 0.7% 43
2020
Q3
$2.05M Sell
95,027
-2,642
-3% -$59K 0.81% 39
2020
Q2
$2.23M Buy
97,669
+85,634
+712% +$1.95M 0.9% 38
2020
Q1
$255K Sell
12,035
-77,700
-87% -$2.12M 0.1% 95
2019
Q4
$2.65M Buy
89,735
+4,732
+6% +$137K 1.02% 33
2019
Q3
$2.43M Buy
85,003
+20,839
+32% +$552K 0.92% 38
2019
Q2
$1.62M Buy
64,164
+7,432
+13% +$178K 0.72% 40
2019
Q1
$1.34M Sell
56,732
-13,617
-19% -$313K 0.59% 51
2018
Q4
$1.52M Buy
70,349
+618
+0.9% +$14.4K 0.68% 41
2018
Q3
$1.77M Sell
69,731
-742
-1% -$18.2K 0.53% 41
2018
Q2
$1.71M Sell
70,473
-3,867
-5% -$97.1K 0.74% 42
2018
Q1
$2M Buy
74,340
+662
+0.9% +$18.4K 0.87% 34
2017
Q4
$2.16M Buy
73,678
+8,321
+13% +$227K 0.91% 33
2017
Q3
$1.93M Buy
65,357
+2,119
+3% +$60.2K 0.89% 37
2017
Q2
$1.8M Buy
63,238
+134
+0.2% +$3.95K 0.91% 39
2017
Q1
$1.98M Sell
63,104
-3,231
-5% -$102K 1.03% 30
2016
Q4
$2.13M Sell
66,335
-1,782
-3% -$52.6K 1.13% 27
2016
Q3
$2.09M Buy
68,117
+528
+0.8% +$16.7K 1.15% 28
2016
Q2
$2.21M Sell
67,589
-34,130
-34% -$1.02M 1.23% 27
2016
Q1
$3.01M Buy
101,719
+1,962
+2% +$54.3K 1.72% 15
2015
Q4
$2.59M Hold
99,757
1.51% 20
2015
Q3
$2.46M Buy
99,757
+3,726
+4% +$95K 1.52% 21
2015
Q2
$2.58M Buy
96,031
+553
+0.6% +$14.3K 1.5% 21
2015
Q1
$2.35M Buy
95,478
+1,413
+2% +$35.9K 1.33% 22
2014
Q4
$2.39M Buy
94,065
+646
+0.7% +$16.8K 1.36% 20
2014
Q3
$2.5M Sell
93,419
-1,946
-2% -$51.8K 1.46% 20
2014
Q2
$2.55M Buy
95,365
+12,144
+15% +$325K 1.33% 22
2014
Q1
$2.2M Buy
+83,221
New +$2.09M 1.21% 23

Other funds holding T

Walter & Keenan Wealth Management's T Position: Q2 2026 in Review

Walter & Keenan Wealth Management reduced its AT&T (T) stake by 2.1% in Q2 2026, selling an estimated $9.08K and leaving 17,123 shares worth $354K. The position accounts for 0.09% of the portfolio, ranked #130.

Walter & Keenan Wealth Management first reported a position in T in Q1 2014 and has held it in 50 quarters since. The position peaked at $3.01M in Q1 2016. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Walter & Keenan Wealth Management held 17,123 shares of AT&T worth $354K as of Q2 2026.
  • Walter & Keenan Wealth Management sold 366 AT&T shares in Q2 2026, an estimated $9.08K.
  • AT&T made up 0.09% of Walter & Keenan Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Walter & Keenan Wealth Management first reported a position in AT&T in Q1 2014 and has held it in 50 quarters since.
  • Walter & Keenan Wealth Management's AT&T position peaked at $3.01M in Q1 2016.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.