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 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 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

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

Aviso Wealth Management increased its AT&T (T) stake by 52% in Q1 2026, buying an estimated $146K and bringing the position to 16,117 shares worth $467K. The position accounts for 0.21% of the portfolio, ranked #96.

Aviso Wealth Management first reported a position in T in Q4 2023 and has held it in 5 quarters since. 2,965 funds tracked by Wall St. Rank hold T as of Q1 2026.

Aviso Wealth Management held 16,117 shares of AT&T worth $467K as of Q1 2026.
Aviso Wealth Management bought 5,481 AT&T shares in Q1 2026, an estimated $146K.
AT&T made up 0.21% of Aviso Wealth Management's portfolio in Q1 2026, its #96 holding.
Aviso Wealth Management first reported a position in AT&T in Q4 2023 and has held it in 5 quarters since.
2,965 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

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