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

BlackDiamond 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	$394K	Sell	13,600 -49	-0.4%	-$1.31K	0.19%	115
2025 Q4	$370K	Sell	13,649 -716	-5%	-$18.1K	0.18%	115
2025 Q3	$406K	Buy	14,365 +151	+1%	+$4.29K	0.22%	87
2025 Q2	$411K	Buy	14,214 +2,038	+17%	+$56.2K	0.24%	80
2025 Q1	$339K	Buy	12,176 +1,205	+11%	+$30.3K	0.23%	85
2024 Q4	$250K	Buy	+10,971	New	+$247K	0.14%	135

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

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

BlackDiamond Wealth Management reduced its AT&T (T) stake by 0.36% in Q1 2026, selling an estimated $1.31K and leaving 13,600 shares worth $394K. The position accounts for 0.19% of the portfolio, ranked #115.

BlackDiamond Wealth Management first reported a position in T in Q4 2024 and has held it in 6 quarters since. The position peaked at $411K in Q2 2025. 2,963 funds tracked by Wall St. Rank hold T as of Q1 2026.

BlackDiamond Wealth Management held 13,600 shares of AT&T worth $394K as of Q1 2026.
BlackDiamond Wealth Management sold 49 AT&T shares in Q1 2026, an estimated $1.31K.
AT&T made up 0.19% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #115 holding.
BlackDiamond Wealth Management first reported a position in AT&T in Q4 2024 and has held it in 6 quarters since.
BlackDiamond Wealth Management's AT&T position peaked at $411K in Q2 2025.
2,963 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.