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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aspen Wealth Strategies's T Position: Q1 2026 in Review

Aspen Wealth Strategies reduced its AT&T (T) stake by 8.6% in Q1 2026, selling an estimated $26.7K and leaving 10,593 shares worth $307K. The position accounts for 0.16% of the portfolio, ranked #73.

Aspen Wealth Strategies first reported a position in T in Q3 2023 and has held it in 11 quarters since. The position peaked at $342K in Q2 2025. 2,963 funds tracked by Wall St. Rank hold T as of Q1 2026.

Aspen Wealth Strategies held 10,593 shares of AT&T worth $307K as of Q1 2026.
Aspen Wealth Strategies sold 999 AT&T shares in Q1 2026, an estimated $26.7K.
AT&T made up 0.16% of Aspen Wealth Strategies's portfolio in Q1 2026, its #73 holding.
Aspen Wealth Strategies first reported a position in AT&T in Q3 2023 and has held it in 11 quarters since.
Aspen Wealth Strategies's AT&T position peaked at $342K in Q2 2025.
2,963 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.