AFA
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Allium Financial Advisors’s AT&T T Stock Holding History

Allium Financial 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
Q1 		$230K Sell
7,950
-516
-6% -$13.8K 0.18% 72
2025
Q4 		$210K Hold
8,466
– – 0.17% 73
2025
Q3 		$239K Buy
8,466
+23
+0.3% +$653 0.2% 70
2025
Q2 		$244K Buy
+8,443
New +$233K 0.21% 73

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

Allium Financial Advisors's T Position: Q1 2026 in Review

Allium Financial Advisors reduced its AT&T (T) stake by 6.1% in Q1 2026, selling an estimated $13.8K and leaving 7,950 shares worth $230K. The position accounts for 0.18% of the portfolio, ranked #72.

Allium Financial Advisors first reported a position in T in Q2 2025 and has held it in 4 quarters since. The position peaked at $244K in Q2 2025. 2,963 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Allium Financial Advisors held 7,950 shares of AT&T worth $230K as of Q1 2026.
  • Allium Financial Advisors sold 516 AT&T shares in Q1 2026, an estimated $13.8K.
  • AT&T made up 0.18% of Allium Financial Advisors's portfolio in Q1 2026, its #72 holding.
  • Allium Financial Advisors first reported a position in AT&T in Q2 2025 and has held it in 4 quarters since.
  • Allium Financial Advisors's AT&T position peaked at $244K in Q2 2025.
  • 2,963 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.