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CFM Wealth Partners’s AT&T T Stock Holding History

CFM Wealth Partners’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
10,024
-3,418
-25% -$84.8K 0.03% 143
2026
Q1 		$390K Hold
13,442
– – 0.06% 115
2025
Q4 		$334K Hold
13,442
– – 0.05% 121
2025
Q3 		$380K Hold
13,442
– – 0.06% 117
2025
Q2 		$389K Sell
13,442
-286
-2% -$7.88K 0.06% 102
2025
Q1 		$388K Hold
13,728
– – 0.07% 106
2024
Q4 		$313K Sell
13,728
-140
-1% -$3.15K 0.05% 115
2024
Q3 		$305K Sell
13,868
-6,207
-31% -$124K 0.05% 120
2024
Q2 		$384K Sell
20,075
-662
-3% -$11.5K 0.07% 112
2024
Q1 		$365K Buy
20,737
+434
+2% +$7.41K 0.07% 120
2023
Q4 		$341K Sell
20,303
-3,136
-13% -$49.5K 0.08% 129
2023
Q3 		$352K Sell
23,439
-3,698
-14% -$54.2K 0.09% 117
2023
Q2 		$433K Sell
27,137
-8,341
-24% -$142K 0.11% 122
2023
Q1 		$683K Buy
35,478
+1,764
+5% +$33.7K 0.18% 91
2022
Q4 		$621K Sell
33,714
-395
-1% -$7.07K 0.19% 97
2022
Q3 		$523K Sell
34,109
-2,640
-7% -$48K 0.17% 92
2022
Q2 		$770K Sell
36,749
-13,909
-27% -$277K 0.23% 87
2022
Q1 		$904K Sell
50,658
-5,534
-10% -$102K 0.22% 84
2021
Q4 		$1.08M Sell
56,192
-5,101
-8% -$95.4K 0.24% 80
2021
Q3 		$1.25M Sell
61,293
-2,979
-5% -$62.6K 0.31% 65
2021
Q2 		$1.4M Sell
64,272
-2,646
-4% -$60.2K 0.37% 58
2021
Q1 		$1.53M Sell
66,918
-4,119
-6% -$91.1K 0.46% 52
2020
Q4 		$1.54M Sell
71,037
-16,980
-19% -$366K 0.49% 50
2020
Q3 		$1.96M Sell
88,017
-262
-0.3% -$5.86K 0.71% 38
2020
Q2 		$2.1M Sell
88,279
-2,130
-2% -$48.5K 0.8% 33
2020
Q1 		$1.99M Buy
90,409
+182
+0.2% +$4.97K 0.92% 28
2019
Q4 		$2.59M Buy
+90,227
New +$2.61M 0.95% 29

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

CFM Wealth Partners's T Position: Q2 2026 in Review

CFM Wealth Partners reduced its AT&T (T) stake by 25% in Q2 2026, selling an estimated $84.8K and leaving 10,024 shares worth $207K. The position accounts for 0.03% of the portfolio, ranked #143.

CFM Wealth Partners first reported a position in T in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.59M in Q4 2019. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • CFM Wealth Partners held 10,024 shares of AT&T worth $207K as of Q2 2026.
  • CFM Wealth Partners sold 3,418 AT&T shares in Q2 2026, an estimated $84.8K.
  • AT&T made up 0.03% of CFM Wealth Partners's portfolio in Q2 2026, its #143 holding.
  • CFM Wealth Partners first reported a position in AT&T in Q4 2019 and has held it in 27 quarters since.
  • CFM Wealth Partners's AT&T position peaked at $2.59M in Q4 2019.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.