Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$12.5M Sell
430,732
-32,624
-7% -$872K 0.09% 214
2025
Q4
$11.5M Buy
463,356
+183,977
+66% +$4.66M 0.09% 209
2025
Q3
$7.89M Sell
279,379
-63,524
-19% -$1.8M 0.08% 240
2025
Q2
$9.92M Sell
342,903
-15,847
-4% -$437K 0.11% 192
2025
Q1
$10.1M Buy
358,750
+19,739
+6% +$496K 0.12% 181
2024
Q4
$7.72M Buy
339,011
+36,277
+12% +$816K 0.12% 168
2024
Q3
$6.66M Sell
302,734
-7,148
-2% -$142K 0.12% 160
2024
Q2
$5.92M Buy
309,882
+30,599
+11% +$532K 0.12% 162
2024
Q1
$4.92M Buy
279,283
+64,804
+30% +$1.11M 0.12% 147
2023
Q4
$3.6M Sell
214,479
-30,216
-12% -$477K 0.13% 100
2023
Q3
$3.68M Sell
244,695
-114,560
-32% -$1.68M 0.16% 95
2023
Q2
$5.73M Sell
359,255
-4,091
-1% -$69.7K 0.25% 70
2023
Q1
$6.99M Buy
363,346
+278,464
+328% +$5.32M 0.37% 49
2022
Q4
$1.56M Buy
84,882
+7,055
+9% +$126K 0.09% 104
2022
Q3
$1.19M Buy
77,827
+21,297
+38% +$387K 0.08% 100
2022
Q2
$1.19M Sell
56,530
-10,978
-16% -$219K 0.11% 74
2022
Q1
$1.21M Sell
67,508
-223
-0.3% -$4.13K 0.1% 71
2021
Q4
$1.24M Sell
67,731
-1,582
-2% -$29.6K 0.11% 67
2021
Q3
$1.3M Buy
69,313
+3,870
+6% +$81.3K 0.11% 68
2021
Q2
$1.39M Buy
65,443
+23,270
+55% +$529K 0.13% 61
2021
Q1
$944K Buy
42,173
+9,706
+30% +$215K 0.09% 69
2020
Q4
$704K Sell
32,467
-936
-3% -$20.2K 0.07% 82
2020
Q3
$682K Buy
33,403
+2,649
+9% +$59.2K 0.09% 73
2020
Q2
$695K Sell
30,754
-1,783
-5% -$40.6K 0.09% 75
2020
Q1
$716K Buy
32,537
+274
+0.8% +$7.49K 0.12% 65
2019
Q4
$937K Sell
32,263
-555
-2% -$16K 0.12% 63
2019
Q3
$938K Buy
32,818
+481
+1% +$12.7K 0.13% 61
2019
Q2
$818K Sell
32,337
-592
-2% -$14.2K 0.12% 62
2019
Q1
$780K Sell
32,929
-90
-0.3% -$2.07K 0.12% 59
2018
Q4
$712K Sell
33,019
-12,920
-28% -$301K 0.12% 58
2018
Q3
$1.17M Sell
45,939
-601
-1% -$14.7K 0.17% 72
2018
Q2
$1.13M Buy
46,540
+1,615
+4% +$40.5K 0.18% 72
2018
Q1
$1.21M Sell
44,925
-25,763
-36% -$717K 0.2% 68
2017
Q4
$2.08M Buy
70,688
+17,872
+34% +$488K 0.3% 43
2017
Q3
$1.56M Sell
52,816
-544
-1% -$15.4K 0.34% 52
2017
Q2
$1.52M Buy
53,360
+767
+1% +$22.6K 0.38% 42
2017
Q1
$1.65M Buy
52,593
+25,368
+93% +$798K 0.43% 35
2016
Q4
$875K Buy
27,225
+5,797
+27% +$171K 0.33% 40
2016
Q3
$657K Sell
21,428
-116
-0.5% -$3.67K 0.27% 39
2016
Q2
$703K Sell
21,544
-2,848
-12% -$84.8K 0.32% 36
2016
Q1
$722K Sell
24,392
-575
-2% -$15.9K 0.44% 32
2015
Q4
$649K Buy
24,967
+5,768
+30% +$146K 0.28% 41
2015
Q3
$472K Buy
19,199
+2,142
+13% +$54.6K 0.33% 35
2015
Q2
$458K Buy
17,057
+2,155
+14% +$55.7K 0.28% 31
2015
Q1
$367K Buy
14,902
+1,242
+9% +$31.6K 0.19% 34
2014
Q4
$347K Sell
13,660
-8,212
-38% -$213K 0.17% 39
2014
Q3
$582K Sell
21,872
-1,722
-7% -$45.8K 0.31% 33
2014
Q2
$630K Sell
23,594
-923
-4% -$24.7K 0.26% 35
2014
Q1
$649K Sell
24,517
-12,151
-33% -$305K 0.29% 31
2013
Q4
$974K Buy
36,668
+9,448
+35% +$249K 0.34% 30
2013
Q3
$695K Buy
27,220
+846
+3% +$22.2K 0.36% 24
2013
Q2
$705K Buy
+26,374
New +$733K 0.41% 23

Other funds holding T

Waverly Advisors's T Position: Q1 2026 in Review

Waverly Advisors reduced its AT&T (T) stake by 7% in Q1 2026, selling an estimated $872K and leaving 430,732 shares worth $12.5M. The position accounts for 0.09% of the portfolio, ranked #214.

Waverly Advisors first reported a position in T in Q2 2013 and has held it in 52 quarters since. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Waverly Advisors held 430,732 shares of AT&T worth $12.5M as of Q1 2026.
  • Waverly Advisors sold 32,624 AT&T shares in Q1 2026, an estimated $872K.
  • AT&T made up 0.09% of Waverly Advisors's portfolio in Q1 2026, its #214 holding.
  • Waverly Advisors first reported a position in AT&T in Q2 2013 and has held it in 52 quarters since.
  • 2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.