AWM
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Aviso Wealth Management’s AT&T T Stock Holding History

Aviso 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
Q2 		$281K Sell
13,598
-2,519
-16% -$62.5K 0.1% 122
2026
Q1 		$467K Buy
16,117
+5,481
+52% +$146K 0.21% 96
2025
Q4 		$264K Buy
+10,636
New +$269K 0.11% 131
2024
Q3 		– Sell
-12,404
Closed -$237K – 160
2024
Q2 		$237K Sell
12,404
-1,865
-13% -$32.4K 0.14% 135
2024
Q1 		$251K Sell
14,269
-1,696
-11% -$29K 0.16% 125
2023
Q4 		$268K Buy
+15,965
New +$252K 0.19% 115

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

Aviso Wealth Management's T Position: Q2 2026 in Review

Aviso Wealth Management reduced its AT&T (T) stake by 16% in Q2 2026, selling an estimated $62.5K and leaving 13,598 shares worth $281K. The position accounts for 0.1% of the portfolio, ranked #122.

Aviso Wealth Management first reported a position in T in Q4 2023 and has held it in 6 quarters since. The position peaked at $467K in Q1 2026. 2,691 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Aviso Wealth Management held 13,598 shares of AT&T worth $281K as of Q2 2026.
  • Aviso Wealth Management sold 2,519 AT&T shares in Q2 2026, an estimated $62.5K.
  • AT&T made up 0.1% of Aviso Wealth Management's portfolio in Q2 2026, its #122 holding.
  • Aviso Wealth Management first reported a position in AT&T in Q4 2023 and has held it in 6 quarters since.
  • Aviso Wealth Management's AT&T position peaked at $467K in Q1 2026.
  • 2,691 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.