Cherry Tree Wealth Management’s AT&T T Stock Holding History

Cherry Tree 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	$55.2K	Sell	1,905 -4,000	-68%	-$107K	0.01%	258
2025 Q4	$147K	Hold	5,905	–	–	0.03%	188
2025 Q3	$167K	Hold	5,905	–	–	0.04%	176
2025 Q2	$171K	Sell	5,905 -3,647	-38%	-$101K	0.04%	169
2025 Q1	$270K	Sell	9,552 -3,795	-28%	-$95.4K	0.07%	135
2024 Q4	$304K	Hold	13,347	–	–	0.08%	128
2024 Q3	$294K	Sell	13,347 -1,245	-9%	-$24.8K	0.07%	138
2024 Q2	$279K	Hold	14,592	–	–	0.07%	136
2024 Q1	$257K	Hold	14,592	–	–	0.06%	143
2023 Q4	$245K	Sell	14,592 -500	-3%	-$7.89K	0.07%	137
2023 Q3	$227K	Hold	15,092	–	–	0.07%	131
2023 Q2	$241K	Buy	+15,092	New	+$257K	0.07%	129

Other funds holding T

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cherry Tree Wealth Management's T Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its AT&T (T) stake by 68% in Q1 2026, selling an estimated $107K and leaving 1,905 shares worth $55.2K. The position accounts for 0.01% of the portfolio, ranked #258.

Cherry Tree Wealth Management first reported a position in T in Q2 2023 and has held it in 12 quarters since. The position peaked at $304K in Q4 2024. 2,982 funds tracked by Wall St. Rank hold T as of Q1 2026.

Cherry Tree Wealth Management held 1,905 shares of AT&T worth $55.2K as of Q1 2026.
Cherry Tree Wealth Management sold 4,000 AT&T shares in Q1 2026, an estimated $107K.
AT&T made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #258 holding.
Cherry Tree Wealth Management first reported a position in AT&T in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's AT&T position peaked at $304K in Q4 2024.
2,982 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.