Axis Wealth Partners’s AT&T T Stock Holding History

Axis Wealth Partners’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	$530K	Sell	18,291 -751	-4%	-$20.1K	0.28%	93
2025 Q4	$473K	Sell	19,042 -230	-1%	-$5.82K	0.26%	108
2025 Q3	$544K	Sell	19,272 -203	-1%	-$5.76K	0.32%	91
2025 Q2	$564K	Sell	19,475 -1,253	-6%	-$34.5K	0.37%	76
2025 Q1	$586K	Sell	20,728 -416	-2%	-$10.5K	0.43%	66
2024 Q4	$481K	Buy	+21,144	New	+$476K	0.41%	74

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

Axis Wealth Partners's T Position: Q1 2026 in Review

Axis Wealth Partners reduced its AT&T (T) stake by 3.9% in Q1 2026, selling an estimated $20.1K and leaving 18,291 shares worth $530K. The position accounts for 0.28% of the portfolio, ranked #93.

Axis Wealth Partners first reported a position in T in Q4 2024 and has held it in 6 quarters since. The position peaked at $586K in Q1 2025. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

Axis Wealth Partners held 18,291 shares of AT&T worth $530K as of Q1 2026.
Axis Wealth Partners sold 751 AT&T shares in Q1 2026, an estimated $20.1K.
AT&T made up 0.28% of Axis Wealth Partners's portfolio in Q1 2026, its #93 holding.
Axis Wealth Partners first reported a position in AT&T in Q4 2024 and has held it in 6 quarters since.
Axis Wealth Partners's AT&T position peaked at $586K in Q1 2025.
2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.