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Aspen Wealth Strategies’s AT&T T Stock Holding History

Aspen Wealth Strategies’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 		– Sell
-10,593
Closed -$307K – 91
2026
Q1 		$307K Sell
10,593
-999
-9% -$26.7K 0.16% 73
2025
Q4 		$288K Sell
11,592
-205
-2% -$5.19K 0.16% 73
2025
Q3 		$333K Sell
11,797
-9
-0.1% -$256 0.19% 68
2025
Q2 		$342K Buy
11,806
+463
+4% +$12.8K 0.21% 61
2025
Q1 		$321K Sell
11,343
-684
-6% -$17.2K 0.21% 61
2024
Q4 		$274K Sell
12,027
-128
-1% -$2.88K 0.18% 63
2024
Q3 		$267K Sell
12,155
-1,237
-9% -$24.6K 0.17% 74
2024
Q2 		$257K Buy
13,392
+722
+6% +$12.6K 0.18% 65
2024
Q1 		$223K Sell
12,670
-297
-2% -$5.07K 0.15% 75
2023
Q4 		$218K Buy
12,967
+2
+0% +$32 0.16% 76
2023
Q3 		$195K Buy
+12,965
New +$190K 0.15% 73

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

Aspen Wealth Strategies's T Position: Q2 2026 in Review

Aspen Wealth Strategies sold out of AT&T (T) in Q2 2026, closing a stake of 10,593 shares — an estimated $307K sold.

Aspen Wealth Strategies first reported a position in T in Q3 2023 and held it in 11 quarters. The position peaked at $342K in Q2 2025. 2,685 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Aspen Wealth Strategies reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
  • Aspen Wealth Strategies sold 10,593 AT&T shares in Q2 2026, an estimated $307K.
  • Aspen Wealth Strategies first reported a position in AT&T in Q3 2023 and held it in 11 quarters.
  • Aspen Wealth Strategies's AT&T position peaked at $342K in Q2 2025.
  • 2,685 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.