AWA
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Acumen Wealth Advisors’s AT&T T Stock Holding History

Acumen Wealth Advisors’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 		$98.8K Hold
4,775
– – 0.02% 126
2026
Q1 		$138K Sell
4,775
-36
-0.7% -$962 0.04% 109
2025
Q4 		$120K Buy
+4,811
New +$122K 0.03% 94

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

Acumen Wealth Advisors's T Position: Q2 2026 in Review

Acumen Wealth Advisors held its AT&T (T) position steady in Q2 2026 at 4,775 shares worth $98.8K. The position accounts for 0.02% of the portfolio, ranked #126.

Acumen Wealth Advisors first reported a position in T in Q4 2025 and has held it in 3 quarters since. The position peaked at $138K in Q1 2026. 2,675 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Acumen Wealth Advisors held 4,775 shares of AT&T worth $98.8K as of Q2 2026.
  • Acumen Wealth Advisors left its AT&T share count unchanged in Q2 2026.
  • AT&T made up 0.02% of Acumen Wealth Advisors's portfolio in Q2 2026, its #126 holding.
  • Acumen Wealth Advisors first reported a position in AT&T in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's AT&T position peaked at $138K in Q1 2026.
  • 2,675 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.