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

Bernicke 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	$207K	Sell	10,013 -98	-1%	-$2.43K	0.02%	108
2026 Q1	$293K	Buy	+10,111	New	+$270K	0.04%	87
2018 Q2	–	Sell	-21,907	Closed	-$590K	–	51
2018 Q1	$590K	Buy	21,907 +3,725	+20%	+$104K	0.43%	35
2017 Q4	$534K	Buy	18,182 +1,653	+10%	+$45.1K	0.4%	43
2017 Q3	$489K	Buy	16,529 +2,790	+20%	+$79.2K	0.38%	41
2017 Q2	$392K	Buy	13,739 +5,306	+63%	+$156K	0.31%	46
2017 Q1	$265K	Buy	+8,433	New	+$265K	0.22%	49

Other funds holding T

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Bernicke Wealth Management reduced its AT&T (T) stake by 0.97% in Q2 2026, selling an estimated $2.43K and leaving 10,013 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #108.

Bernicke Wealth Management first reported a position in T in Q1 2017 and has held it in 7 quarters since. The position peaked at $590K in Q1 2018. 2,696 funds tracked by Wall St. Rank hold T as of Q2 2026.

Bernicke Wealth Management held 10,013 shares of AT&T worth $207K as of Q2 2026.
Bernicke Wealth Management sold 98 AT&T shares in Q2 2026, an estimated $2.43K.
AT&T made up 0.02% of Bernicke Wealth Management's portfolio in Q2 2026, its #108 holding.
Bernicke Wealth Management first reported a position in AT&T in Q1 2017 and has held it in 7 quarters since.
Bernicke Wealth Management's AT&T position peaked at $590K in Q1 2018.
2,696 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.