Yoffe Investment Management’s AT&T T Stock Holding History

Yoffe Investment Management’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	–	Sell	-9,353	Closed	-$271K	–	115
2026 Q1	$271K	Buy	9,353 +3	+0%	+$80	0.35%	95
2025 Q4	$232K	Buy	9,350 +4	+0%	+$101	0.3%	105
2025 Q3	$264K	Buy	9,346 +2	+0%	+$57	0.34%	98
2025 Q2	$270K	Buy	9,344 +4	+0%	+$110	0.37%	96
2025 Q1	$264K	Buy	9,340 +3	+0%	+$75	0.39%	91
2024 Q4	$213K	Buy	+9,337	New	+$210K	0.32%	107

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

Yoffe Investment Management's T Position: Q2 2026 in Review

Yoffe Investment Management sold out of AT&T (T) in Q2 2026, closing a stake of 9,353 shares — an estimated $271K sold.

Yoffe Investment Management first reported a position in T in Q4 2024 and held it in 6 quarters. The position peaked at $271K in Q1 2026. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

Yoffe Investment Management reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
Yoffe Investment Management sold 9,353 AT&T shares in Q2 2026, an estimated $271K.
Yoffe Investment Management first reported a position in AT&T in Q4 2024 and held it in 6 quarters.
Yoffe Investment Management's AT&T position peaked at $271K in Q1 2026.
2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.