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Bernard Wealth Management’s AT&T T Stock Holding History

Bernard 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 		$414 Hold
20
– – ﹤0.01% 307
2026
Q1 		$580 Hold
20
– – ﹤0.01% 327
2025
Q4 		$497 Buy
20
+18
+900% +$456 ﹤0.01% 322
2025
Q3 		$57 Hold
2
– – ﹤0.01% 334
2025
Q2 		$58 Sell
2
-282
-99% -$7.77K ﹤0.01% 303
2025
Q1 		$8.03K Buy
284
+282
+14,100% +$7.09K ﹤0.01% 233
2024
Q4 		$46 Buy
+2
New +$45 ﹤0.01% 314

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

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

Bernard Wealth Management held its AT&T (T) position steady in Q2 2026 at 20 shares worth $414. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Bernard Wealth Management first reported a position in T in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.03K in Q1 2025. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Bernard Wealth Management held 20 shares of AT&T worth $414 as of Q2 2026.
  • Bernard Wealth Management left its AT&T share count unchanged in Q2 2026.
  • AT&T made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #307 holding.
  • Bernard Wealth Management first reported a position in AT&T in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's AT&T position peaked at $8.03K in Q1 2025.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.