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Livermore
Livermore
ZHEN

Cornerstone Wealth Management, LLC

SEC CIK
0001674117
Latest filing
Jul 22, 2026

T holding history

AT&T Inc. in every 13F filed by Cornerstone Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

T overviewAll 13F holders of TFull Q2 2026 holdings

Shares (Q2 2026)
169,995
Value
$3.52M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of T by Cornerstone Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026169,995$3.52M0.2%−5,739−3.3%ReducedHolders
Q1 2026175,734$5.09M0.3%+4,866+2.8%AddedHolders
Q4 2025170,868$4.24M0.2%+5,606+3.4%AddedHolders
Q3 2025165,262$4.67M0.3%−454−0.3%ReducedHolders
Q2 2025165,716$4.80M0.3%+2,071+1.3%AddedHolders
Q1 2025163,645$4.63M0.3%−3,052−1.8%ReducedHolders
Q4 2024166,697$3.80M0.3%+19,868+13.5%AddedHolders
Q3 2024146,829$3.23M0.2%+550.0%AddedHolders
Q2 2024146,774$2.80M0.2%−3,422−2.3%ReducedHolders
Q1 2024150,196$2.64M0.2%−1,128−0.7%ReducedHolders
Q4 2023151,324$2.54M0.2%+9,134+6.4%AddedHolders
Q3 2023142,190$2.14M0.2%+247+0.2%AddedHolders
Q2 2023141,943$2.26M0.2%−6,528−4.4%ReducedHolders
Q1 2023148,471$2.86M0.3%–No prior filingHolders
Q4 2022––––Not filedHolders
Q3 2022157,594$2.42M0.3%+450.0%AddedHolders
Q2 2022157,549$3.30M0.4%+2,525+1.6%AddedHolders
Q1 2022155,024$3.66M0.4%+5,878+3.9%AddedHolders
Q4 2021149,146$3.65M0.3%+2,375+1.6%AddedHolders
Q3 2021146,771$3.96M0.4%−4,192−2.8%ReducedHolders
Q2 2021150,963$4.34M0.5%−26,422−14.9%ReducedHolders
Q1 2021177,385$5.37M0.6%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.