Carson Wealth (CWM LLC)’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $65.8M | Sell |
2,268,339
-48,425
| -2% | -$1.29M | 0.17% | 123 |
|
|
2025
Q4 | $57.5M | Buy |
2,316,764
+25,284
| +1% | +$640K | 0.16% | 125 |
|
|
2025
Q3 | $64.7M | Buy |
2,291,480
+23,423
| +1% | +$665K | 0.19% | 102 |
|
|
2025
Q2 | $65.6M | Sell |
2,268,057
-113,377
| -5% | -$3.12M | 0.23% | 87 |
|
|
2025
Q1 | $67.3M | Sell |
2,381,434
-37,985
| -2% | -$955K | 0.27% | 80 |
|
|
2024
Q4 | $55.1M | Sell |
2,419,419
-36,141
| -1% | -$813K | 0.23% | 86 |
|
|
2024
Q3 | $54M | Buy |
2,455,560
+69,306
| +3% | +$1.38M | 0.23% | 86 |
|
|
2024
Q2 | $45.6M | Sell |
2,386,254
-22,252
| -0.9% | -$387K | 0.22% | 97 |
|
|
2024
Q1 | $42.4M | Buy |
2,408,506
+9,627
| +0.4% | +$164K | 0.21% | 95 |
|
|
2023
Q4 | $40.3M | Sell |
2,398,879
-78,108
| -3% | -$1.23M | 0.22% | 89 |
|
|
2023
Q3 | $37.2M | Buy |
2,476,987
+512,413
| +26% | +$7.51M | 0.23% | 81 |
|
|
2023
Q2 | $31.3M | Buy |
1,964,574
+53,971
| +3% | +$919K | 0.19% | 99 |
|
|
2023
Q1 | $36.8M | Buy |
1,910,603
+115,763
| +6% | +$2.21M | 0.25% | 75 |
|
|
2022
Q4 | $33M | Buy |
1,794,840
+116,462
| +7% | +$2.08M | 0.24% | 87 |
|
|
2022
Q3 | $25.7M | Buy |
1,678,378
+98,094
| +6% | +$1.78M | 0.2% | 101 |
|
|
2022
Q2 | $33.1M | Sell |
1,580,284
-103,655
| -6% | -$2.07M | 0.26% | 79 |
|
|
2022
Q1 | $30.1M | Buy |
1,683,939
+109,949
| +7% | +$2.03M | 0.21% | 86 |
|
|
2021
Q4 | $29.2M | Buy |
+1,573,990
| New | +$29.4M | 0.21% | 101 |
|
|
2021
Q2 | $34.6M | Hold |
1,593,061
| – | – | 0.28% | 61 |
|
|
2021
Q1 | $34.6M | Hold |
1,593,061
| – | – | 0.28% | 61 |
|
|
2020
Q4 | $34.6M | Hold |
1,593,061
| – | – | 0.28% | 61 |
|
|
2020
Q3 | $34.6M | Hold |
1,593,061
| – | – | 0.28% | 61 |
|
|
2020
Q2 | $34.6M | Hold |
1,593,061
| – | – | 0.28% | 61 |
|
|
2020
Q1 | $34.6M | Hold |
1,593,061
| – | – | 0.28% | 61 |
|
|
2019
Q4 | $34.6M | Hold |
1,593,061
| – | – | 0.28% | 61 |
|
|
2019
Q3 | $34.6M | Hold |
1,593,061
| – | – | 0.28% | 61 |
|
|
2019
Q2 | $34.6M | Hold |
1,593,061
| – | – | 0.28% | 61 |
|
|
2019
Q1 | $34.6M | Buy |
1,593,061
+1,275,674
| +402% | +$29.3M | 0.28% | 61 |
|
|
2018
Q4 | $6.84M | Sell |
317,387
-151,092
| -32% | -$3.52M | 0.17% | 125 |
|
|
2018
Q3 | $11.9M | Buy |
468,479
+89,446
| +24% | +$2.19M | 0.3% | 89 |
|
|
2018
Q2 | $9.19M | Buy |
379,033
+327,441
| +635% | +$8.22M | 0.3% | 80 |
|
|
2018
Q1 | $1.39M | Buy |
51,592
+2,411
| +5% | +$67.1K | 0.06% | 205 |
|
|
2017
Q4 | $1.44M | Sell |
49,181
-1,217
| -2% | -$33.2K | 0.06% | 203 |
|
|
2017
Q3 | $1.49M | Buy |
50,398
+657
| +1% | +$18.7K | 0.07% | 176 |
|
|
2017
Q2 | $1.42M | Sell |
49,741
-453
| -0.9% | -$13.4K | 0.07% | 176 |
|
|
2017
Q1 | $1.57M | Sell |
50,194
-11,250
| -18% | -$354K | 0.09% | 160 |
|
|
2016
Q4 | $1.97M | Buy |
61,444
+9,180
| +18% | +$271K | 0.12% | 154 |
|
|
2016
Q3 | $1.6M | Buy |
52,264
+9,237
| +21% | +$292K | 0.11% | 154 |
|
|
2016
Q2 | $1.4M | Buy |
43,027
+7,730
| +22% | +$230K | 0.1% | 161 |
|
|
2016
Q1 | $1.04M | Buy |
35,297
+10,943
| +45% | +$303K | 0.09% | 155 |
|
|
2015
Q4 | $633K | Buy |
24,354
+3,602
| +17% | +$91.4K | 0.06% | 163 |
|
|
2015
Q3 | $511K | Sell |
20,752
-395
| -2% | -$10.1K | 0.05% | 155 |
|
|
2015
Q2 | $567K | Sell |
21,147
-4,683
| -18% | -$121K | 0.05% | 139 |
|
|
2015
Q1 | $637K | Sell |
25,830
-4,668
| -15% | -$119K | 0.06% | 140 |
|
|
2014
Q4 | $774K | Buy |
30,498
+10,894
| +56% | +$283K | 0.09% | 135 |
|
|
2014
Q3 | $522K | Buy |
19,604
+617
| +3% | +$16.4K | 0.08% | 155 |
|
|
2014
Q2 | $507K | Sell |
18,987
-549
| -3% | -$14.7K | 0.09% | 116 |
|
|
2014
Q1 | $517K | Sell |
19,536
-25,117
| -56% | -$631K | 0.07% | 108 |
|
|
2013
Q4 | $1.19M | Buy |
44,653
+14,173
| +46% | +$373K | 0.19% | 82 |
|
|
2013
Q3 | $779K | Buy |
+30,480
| New | +$800K | 0.2% | 65 |
|
Other funds holding T
VCM
VPM
Carson Wealth (CWM LLC)'s T Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its AT&T (T) stake by 2.1% in Q1 2026, selling an estimated $1.29M and leaving 2,268,339 shares worth $65.8M. The position accounts for 0.17% of the portfolio, ranked #123.
Carson Wealth (CWM LLC) first reported a position in T in Q3 2013 and has held it in 50 quarters since. The position peaked at $67.3M in Q1 2025. 2,976 funds tracked by Wall St. Rank hold T as of Q1 2026.
- Carson Wealth (CWM LLC) held 2,268,339 shares of AT&T worth $65.8M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 48,425 AT&T shares in Q1 2026, an estimated $1.29M.
- AT&T made up 0.17% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #123 holding.
- Carson Wealth (CWM LLC) first reported a position in AT&T in Q3 2013 and has held it in 50 quarters since.
- Carson Wealth (CWM LLC)'s AT&T position peaked at $67.3M in Q1 2025.
- 2,976 funds tracked by Wall St. Rank held AT&T as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.