5NPW
T icon

55 North Private Wealth’s AT&T T Stock Holding History

55 North Private Wealth’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 		$235K Sell
11,354
-457
-4% -$11.3K 0.05% 238
2026
Q1 		$342K Buy
11,811
+3,269
+38% +$87.3K 0.09% 116
2025
Q4 		$212K Buy
+8,542
New +$216K 0.06% 182

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

55 North Private Wealth's T Position: Q2 2026 in Review

55 North Private Wealth reduced its AT&T (T) stake by 3.9% in Q2 2026, selling an estimated $11.3K and leaving 11,354 shares worth $235K. The position accounts for 0.05% of the portfolio, ranked #238.

55 North Private Wealth first reported a position in T in Q4 2025 and has held it in 3 quarters since. The position peaked at $342K in Q1 2026. 2,669 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • 55 North Private Wealth held 11,354 shares of AT&T worth $235K as of Q2 2026.
  • 55 North Private Wealth sold 457 AT&T shares in Q2 2026, an estimated $11.3K.
  • AT&T made up 0.05% of 55 North Private Wealth's portfolio in Q2 2026, its #238 holding.
  • 55 North Private Wealth first reported a position in AT&T in Q4 2025 and has held it in 3 quarters since.
  • 55 North Private Wealth's AT&T position peaked at $342K in Q1 2026.
  • 2,669 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.