Carson Advisory’s AT&T T Stock Holding History

Carson Advisory’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	$1.63M	Sell	56,263 -6,010	-10%	-$161K	0.85%	25
2025 Q4	$1.55M	Sell	62,273 -200	-0.3%	-$5.06K	0.8%	26
2025 Q3	$1.76M	Sell	62,473 -19,030	-23%	-$540K	0.95%	21
2025 Q2	$2.36M	Sell	81,503 -3,391	-4%	-$93.4K	1.5%	18
2025 Q1	$2.4M	Sell	84,894 -25,362	-23%	-$638K	1.62%	15
2024 Q4	$2.51M	Sell	110,256 -2,641	-2%	-$59.4K	1.75%	14
2024 Q3	$2.48M	Sell	112,897 -13,763	-11%	-$274K	1.56%	13
2024 Q2	$2.42M	Sell	126,660 -3,611	-3%	-$62.8K	1.7%	13
2024 Q1	$2.29M	Buy	130,271 +327	+0.3%	+$5.58K	1.61%	14
2023 Q4	$2.18M	Sell	129,944 -6,852	-5%	-$108K	1.7%	11
2023 Q3	$2.05M	Buy	136,796 +5,267	+4%	+$77.2K	1.8%	9
2023 Q2	$2.1M	Sell	131,529 -8,704	-6%	-$148K	1.77%	9
2023 Q1	$2.7M	Sell	140,233 -5,826	-4%	-$111K	2.4%	9
2022 Q4	$2.69M	Sell	146,059 -17,754	-11%	-$318K	2.58%	8
2022 Q3	$2.51M	Sell	163,813 -5,408	-3%	-$98.4K	2.78%	7
2022 Q2	$3.55M	Sell	169,221 -52,717	-24%	-$1.05M	3.96%	4
2022 Q1	$3.96M	Buy	221,938 +21,716	+11%	+$402K	3.94%	4
2021 Q4	$3.72M	Buy	+200,222	New	+$3.74M	3.77%	5

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

Carson Advisory's T Position: Q1 2026 in Review

Carson Advisory reduced its AT&T (T) stake by 9.7% in Q1 2026, selling an estimated $161K and leaving 56,263 shares worth $1.63M. The position accounts for 0.85% of the portfolio, ranked #25.

Carson Advisory first reported a position in T in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.96M in Q1 2022. 2,963 funds tracked by Wall St. Rank hold T as of Q1 2026.

Carson Advisory held 56,263 shares of AT&T worth $1.63M as of Q1 2026.
Carson Advisory sold 6,010 AT&T shares in Q1 2026, an estimated $161K.
AT&T made up 0.85% of Carson Advisory's portfolio in Q1 2026, its #25 holding.
Carson Advisory first reported a position in AT&T in Q4 2021 and has held it in 18 quarters since.
Carson Advisory's AT&T position peaked at $3.96M in Q1 2022.
2,963 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.