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

Axxcess 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 		$2.68M Sell
129,266
-14,099
-10% -$350K 0.04% 343
2026
Q1 		$4.16M Sell
143,365
-7,668
-5% -$205K 0.13% 137
2025
Q4 		$3.75M Buy
151,033
+131
+0.1% +$3.32K 0.06% 256
2025
Q3 		$4.26M Sell
150,902
-9,236
-6% -$262K 0.09% 177
2025
Q2 		$4.63M Buy
160,138
+9,858
+7% +$272K 0.11% 155
2025
Q1 		$4.25M Sell
150,280
-86,879
-37% -$2.18M 0.11% 154
2024
Q4 		$5.4M Sell
237,159
-1,277
-0.5% -$28.7K 0.13% 133
2024
Q3 		$5.25M Sell
238,436
-72,025
-23% -$1.43M 0.13% 131
2024
Q2 		$5.93M Buy
310,461
+36,066
+13% +$627K 0.16% 114
2024
Q1 		$4.83M Buy
274,395
+14,789
+6% +$253K 0.13% 132
2023
Q4 		$4.36M Buy
259,606
+54,428
+27% +$859K 0.13% 139
2023
Q3 		$3.08M Buy
205,178
+119,843
+140% +$1.76M 0.11% 151
2023
Q2 		$1.36M Sell
85,335
-7,668
-8% -$131K 0.1% 181
2023
Q1 		$1.79M Sell
93,003
-4,806
-5% -$91.9K 0.14% 151
2022
Q4 		$1.8M Sell
97,809
-33,628
-26% -$602K 0.15% 135
2022
Q3 		$2.02M Buy
131,437
+9,434
+8% +$172K 0.19% 105
2022
Q2 		$2.56M Sell
122,003
-17,053
-12% -$340K 0.24% 91
2022
Q1 		$2.48M Sell
139,056
-6,707
-5% -$124K 0.19% 100
2021
Q4 		$2.71M Buy
+145,763
New +$2.72M 0.2% 93

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

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

Axxcess Wealth Management reduced its AT&T (T) stake by 9.8% in Q2 2026, selling an estimated $350K and leaving 129,266 shares worth $2.68M. The position accounts for 0.04% of the portfolio, ranked #343.

Axxcess Wealth Management first reported a position in T in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.93M in Q2 2024. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Axxcess Wealth Management held 129,266 shares of AT&T worth $2.68M as of Q2 2026.
  • Axxcess Wealth Management sold 14,099 AT&T shares in Q2 2026, an estimated $350K.
  • AT&T made up 0.04% of Axxcess Wealth Management's portfolio in Q2 2026, its #343 holding.
  • Axxcess Wealth Management first reported a position in AT&T in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's AT&T position peaked at $5.93M in Q2 2024.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.