Xcel 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 | $506K | Sell |
24,447
-16,325
| -40% | -$405K | 0.12% | 104 |
|
|
2026
Q1 | $1.18M | Sell |
40,772
-11,280
| -22% | -$301K | 0.33% | 62 |
|
|
2025
Q4 | $1.29M | Buy |
52,052
+519
| +1% | +$13.1K | 0.33% | 65 |
|
|
2025
Q3 | $1.46M | Sell |
51,533
-4,716
| -8% | -$134K | 0.38% | 59 |
|
|
2025
Q2 | $1.63M | Sell |
56,249
-11,811
| -17% | -$325K | 0.46% | 52 |
|
|
2025
Q1 | $1.92M | Sell |
68,060
-2,934
| -4% | -$73.8K | 0.6% | 42 |
|
|
2024
Q4 | $1.62M | Sell |
70,994
-929
| -1% | -$20.9K | 0.45% | 44 |
|
|
2024
Q3 | $1.58M | Sell |
71,923
-570
| -0.8% | -$11.3K | 0.46% | 47 |
|
|
2024
Q2 | $1.39M | Sell |
72,493
-23,388
| -24% | -$407K | 0.43% | 48 |
|
|
2024
Q1 | $1.69M | Sell |
95,881
-13,797
| -13% | -$236K | 0.53% | 45 |
|
|
2023
Q4 | $1.84M | Sell |
109,678
-112,570
| -51% | -$1.78M | 0.65% | 42 |
|
|
2023
Q3 | $3.34M | Sell |
222,248
-125,879
| -36% | -$1.85M | 1.32% | 23 |
|
|
2023
Q2 | $5.55M | Sell |
348,127
-11,875
| -3% | -$202K | 1.75% | 17 |
|
|
2023
Q1 | $6.93M | Sell |
360,002
-2,685
| -0.7% | -$51.3K | 2.44% | 12 |
|
|
2022
Q4 | $6.68M | Buy |
362,687
+77,450
| +27% | +$1.39M | 2.63% | 12 |
|
|
2022
Q3 | $4.38M | Sell |
285,237
-6,586
| -2% | -$120K | 1.63% | 18 |
|
|
2022
Q2 | $6.12M | Buy |
291,823
+157,024
| +116% | +$3.13M | 2.23% | 14 |
|
|
2022
Q1 | $2.41M | Buy |
134,799
+10,383
| +8% | +$192K | 0.66% | 46 |
|
|
2021
Q4 | $2.31M | Sell |
124,416
-142,289
| -53% | -$2.66M | 0.59% | 52 |
|
|
2021
Q3 | $5.44M | Sell |
266,705
-207,067
| -44% | -$4.35M | 1.58% | 20 |
|
|
2021
Q2 | $10.3M | Buy |
473,772
+306,106
| +183% | +$6.96M | 3.11% | 5 |
|
|
2021
Q1 | $3.83M | Buy |
167,666
+33,812
| +25% | +$748K | 1.37% | 25 |
|
|
2020
Q4 | $2.91M | Buy |
133,854
+3,063
| +2% | +$66.1K | 1.25% | 26 |
|
|
2020
Q3 | $2.82M | Buy |
130,791
+34,115
| +35% | +$762K | 1.45% | 23 |
|
|
2020
Q2 | $2.21M | Sell |
96,676
-1,038
| -1% | -$23.6K | 1.37% | 24 |
|
|
2020
Q1 | $2.15M | Sell |
97,714
-69,273
| -41% | -$1.89M | 1.94% | 20 |
|
|
2019
Q4 | $4.93M | Buy |
166,987
+678
| +0.4% | +$19.6K | 4.09% | 8 |
|
|
2019
Q3 | $4.75M | Sell |
166,309
-22,064
| -12% | -$585K | 4.4% | 6 |
|
|
2019
Q2 | $4.77M | Buy |
188,373
+997
| +0.5% | +$23.9K | 4.67% | 4 |
|
|
2019
Q1 | $4.44M | Sell |
187,376
-9,713
| -5% | -$223K | 4.58% | 6 |
|
|
2018
Q4 | $4.25M | Buy |
+197,089
| New | +$4.59M | 5.2% | 5 |
|
Other funds holding T
Xcel Wealth Management's T Position: Q2 2026 in Review
Xcel Wealth Management reduced its AT&T (T) stake by 40% in Q2 2026, selling an estimated $405K and leaving 24,447 shares worth $506K. The position accounts for 0.12% of the portfolio, ranked #104.
Xcel Wealth Management first reported a position in T in Q4 2018 and has held it in 31 quarters since. The position peaked at $10.3M in Q2 2021. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.
- Xcel Wealth Management held 24,447 shares of AT&T worth $506K as of Q2 2026.
- Xcel Wealth Management sold 16,325 AT&T shares in Q2 2026, an estimated $405K.
- AT&T made up 0.12% of Xcel Wealth Management's portfolio in Q2 2026, its #104 holding.
- Xcel Wealth Management first reported a position in AT&T in Q4 2018 and has held it in 31 quarters since.
- Xcel Wealth Management's AT&T position peaked at $10.3M in Q2 2021.
- 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.
Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.