Occidental Asset Management, LLC
- SEC CIK
- 0001770994
- Latest filing
- Aug 7, 2026
T holding history
AT&T Inc. in every 13F filed by Occidental Asset 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)
- 209,780
- Value
- $4.34M
- % of portfolio
- 0.4%
- Quarters held
- 15
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 209,780 | $4.34M | 0.4% | +10,748+5.4% | Added | Holders |
| Q1 2026 | 199,032 | $5.77M | 0.7% | +12,629+6.8% | Added | Holders |
| Q4 2025 | 186,403 | $4.63M | 0.6% | +9,755+5.5% | Added | Holders |
| Q3 2025 | 176,648 | $4.99M | 0.6% | +6,261+3.7% | Added | Holders |
| Q2 2025 | 170,387 | $4.93M | 0.7% | +6,337+3.9% | Added | Holders |
| Q1 2025 | 164,050 | $4.64M | 0.7% | +10,353+6.7% | Added | Holders |
| Q4 2024 | 153,697 | $3.50M | 0.5% | +15,653+11.3% | Added | Holders |
| Q3 2024 | 138,044 | $3.04M | 0.5% | +4,949+3.7% | Added | Holders |
| Q2 2024 | 133,095 | $2.54M | 0.4% | +13,108+10.9% | Added | Holders |
| Q1 2024 | 119,987 | $2.11M | 0.4% | +119,987 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −18,601−100.0% | Sold out | Holders |
| Q1 2022 | 18,601 | $440.0K | 0.1% | +50+0.3% | Added | Holders |
| Q4 2021 | 18,551 | $456.0K | 0.1% | −1,977−9.6% | Reduced | Holders |
| Q3 2021 | 20,528 | $554.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2021 | 20,528 | $591.0K | 0.2% | −1,643−7.4% | Reduced | Holders |
| Q1 2021 | 22,171 | $671.0K | 0.2% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.