AWM
T icon

AE Wealth Management’s AT&T T Stock Holding History

AE Wealth 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
Q1 		$39.7M Sell
1,368,885
-506,918
-27% -$13.5M 0.21% 115
2025
Q4 		$46.6M Sell
1,875,803
-130,964
-7% -$3.32M 0.27% 89
2025
Q3 		$56.7M Buy
2,006,767
+100,223
+5% +$2.85M 0.36% 65
2025
Q2 		$55.2M Buy
1,906,544
+223,666
+13% +$6.16M 0.4% 58
2025
Q1 		$47.6M Sell
1,682,878
-271,696
-14% -$6.83M 0.4% 59
2024
Q4 		$44.5M Buy
1,954,574
+55,583
+3% +$1.25M 0.38% 62
2024
Q3 		$41.8M Buy
1,898,991
+23,269
+1% +$463K 0.38% 62
2024
Q2 		$35.8M Buy
1,875,722
+273,369
+17% +$4.75M 0.36% 62
2024
Q1 		$28.2M Sell
1,602,353
-838,687
-34% -$14.3M 0.32% 75
2023
Q4 		$42.2M Buy
2,441,040
+65,424
+3% +$1.03M 0.22% 99
2023
Q3 		$35.7M Sell
2,375,616
-366,170
-13% -$5.37M 0.21% 100
2023
Q2 		$43.7M Buy
2,741,786
+43,430
+2% +$740K 0.26% 72
2023
Q1 		$51.9M Buy
2,698,356
+538,795
+25% +$10.3M 0.33% 49
2022
Q4 		$39.8M Sell
2,159,561
-57,541
-3% -$1.03M 0.29% 66
2022
Q3 		$34M Buy
2,217,102
+65,873
+3% +$1.2M 0.27% 74
2022
Q2 		$45.1M Buy
2,151,229
+152,928
+8% +$3.05M 0.36% 56
2022
Q1 		$35.7M Buy
1,998,301
+170,012
+9% +$3.15M 0.24% 85
2021
Q4 		$34M Buy
1,828,289
+115,142
+7% +$2.15M 0.24% 94
2021
Q3 		$34.9M Buy
1,713,147
+129,242
+8% +$2.72M 0.29% 75
2021
Q2 		$34.4M Buy
1,583,905
+239,380
+18% +$5.45M 0.3% 75
2021
Q1 		$30.7M Buy
1,344,525
+132,203
+11% +$2.92M 0.31% 74
2020
Q4 		$26.3M Buy
1,212,322
+28,048
+2% +$605K 0.3% 81
2020
Q3 		$25.5M Sell
1,184,274
-105,489
-8% -$2.36M 0.36% 54
2020
Q2 		$29.4M Buy
1,289,763
+317,604
+33% +$7.23M 0.46% 42
2020
Q1 		$21.4M Buy
972,159
+150,241
+18% +$4.1M 0.49% 37
2019
Q4 		$24.3M Buy
821,918
+90,478
+12% +$2.61M 0.53% 39
2019
Q3 		$20.9M Sell
731,440
-35,883
-5% -$951K 0.6% 35
2019
Q2 		$19.4M Buy
767,323
+304,349
+66% +$7.3M 0.58% 37
2019
Q1 		$11M Buy
462,974
+60,722
+15% +$1.4M 0.76% 31
2018
Q4 		$8.67M Sell
402,252
-5,451
-1% -$127K 1.48% 6
2018
Q3 		$10.3M Buy
407,703
+100,843
+33% +$2.47M 0.57% 37
2018
Q2 		$7.44M Buy
306,860
+8,515
+3% +$214K 0.51% 39
2018
Q1 		$8.03M Buy
298,345
+2,647
+0.9% +$73.7K 0.62% 34
2017
Q4 		$8.68M Buy
295,698
+30,499
+12% +$833K 0.77% 27
2017
Q3 		$7.85M Buy
265,199
+9,372
+4% +$266K 0.73% 26
2017
Q2 		$7.29M Buy
255,827
+36,005
+16% +$1.06M 0.87% 21
2017
Q1 		$6.9M Buy
219,822
+100,739
+85% +$3.17M 1.28% 10
2016
Q4 		$3.83M Buy
+119,083
New +$3.51M 1.55% 9

Other funds holding T

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AE Wealth Management's T Position: Q1 2026 in Review

AE Wealth Management reduced its AT&T (T) stake by 27% in Q1 2026, selling an estimated $13.5M and leaving 1,368,885 shares worth $39.7M. The position accounts for 0.21% of the portfolio, ranked #115.

AE Wealth Management first reported a position in T in Q4 2016 and has held it in 38 quarters since. The position peaked at $56.7M in Q3 2025. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • AE Wealth Management held 1,368,885 shares of AT&T worth $39.7M as of Q1 2026.
  • AE Wealth Management sold 506,918 AT&T shares in Q1 2026, an estimated $13.5M.
  • AT&T made up 0.21% of AE Wealth Management's portfolio in Q1 2026, its #115 holding.
  • AE Wealth Management first reported a position in AT&T in Q4 2016 and has held it in 38 quarters since.
  • AE Wealth Management's AT&T position peaked at $56.7M in Q3 2025.
  • 2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.