Carson Wealth (CWM LLC)
T icon

Carson Wealth (CWM LLC)’s AT&T T Stock Holding History

Carson Wealth (CWM LLC)’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
2014
Q1 		– Sell
-246
Closed -$6K – 445
2013
Q4 		$6K Buy
+246
New +$6.47K ﹤0.01% 499

Other funds holding T

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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. 2,966 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.
  • 2,966 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.