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WMG Financial Advisors’s AT&T T Stock Holding History

WMG Financial Advisors’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 		$2.17M Sell
105,020
-2,441
-2% -$60.6K 0.82% 18
2026
Q1 		$3.12M Sell
107,461
-7,876
-7% -$210K 1.3% 16
2025
Q4 		$2.86M Sell
115,337
-12,257
-10% -$310K 1.18% 15
2025
Q3 		$3.6M Buy
127,594
+362
+0.3% +$10.3K 1.2% 13
2025
Q2 		$3.68M Sell
127,232
-3,157
-2% -$87K 1.36% 15
2025
Q1 		$3.69M Sell
130,389
-3,278
-2% -$82.4K 1.57% 13
2024
Q4 		$3.04M Sell
133,667
-5,323
-4% -$120K 1.31% 15
2024
Q3 		$3.06M Buy
138,990
+746
+0.5% +$14.8K 1.38% 15
2024
Q2 		$2.64M Sell
138,244
-15,881
-10% -$276K 1.4% 12
2024
Q1 		$2.71M Sell
154,125
-279
-0.2% -$4.76K 1.55% 11
2023
Q4 		$2.59M Sell
154,404
-18,182
-11% -$287K 1.69% 11
2023
Q3 		$2.59M Buy
172,586
+5,551
+3% +$81.4K 2.2% 9
2023
Q2 		$2.66M Buy
167,035
+64,822
+63% +$1.1M 1.96% 10
2023
Q1 		$2.04M Sell
102,213
-23,565
-19% -$450K 1.69% 10
2022
Q4 		$2.32M Buy
125,778
+464
+0.4% +$8.3K 1.97% 8
2022
Q3 		$1.92M Buy
125,314
+2,435
+2% +$44.3K 1.73% 12
2022
Q2 		$2.57M Sell
122,879
-20,733
-14% -$413K 2.23% 7
2022
Q1 		$2.56M Sell
143,612
-260
-0.2% -$4.81K 1.88% 9
2021
Q4 		$2.67M Buy
+143,872
New +$2.69M 2.08% 8

Other funds holding T

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
TC
Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

WMG Financial Advisors's T Position: Q2 2026 in Review

WMG Financial Advisors reduced its AT&T (T) stake by 2.3% in Q2 2026, selling an estimated $60.6K and leaving 105,020 shares worth $2.17M. The position accounts for 0.82% of the portfolio, ranked #18.

WMG Financial Advisors first reported a position in T in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.69M in Q1 2025. 863 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • WMG Financial Advisors held 105,020 shares of AT&T worth $2.17M as of Q2 2026.
  • WMG Financial Advisors sold 2,441 AT&T shares in Q2 2026, an estimated $60.6K.
  • AT&T made up 0.82% of WMG Financial Advisors's portfolio in Q2 2026, its #18 holding.
  • WMG Financial Advisors first reported a position in AT&T in Q4 2021 and has held it in 19 quarters since.
  • WMG Financial Advisors's AT&T position peaked at $3.69M in Q1 2025.
  • 863 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.