Cherrydale Wealth Management’s AT&T T Stock Holding History

Cherrydale 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 Q2	–	Sell	-7,548	Closed	-$219K	–	88
2026 Q1	$219K	Buy	+7,548	New	+$202K	0.07%	69
2025 Q4	–	Sell	-7,503	Closed	-$212K	–	83
2025 Q3	$212K	Hold	7,503	–	–	0.07%	73
2025 Q2	$217K	Hold	7,503	–	–	0.08%	68
2025 Q1	$212K	Buy	+7,503	New	+$189K	0.08%	66

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

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

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

Norges Bank Oslo, Norway $1T AUM

Cherrydale Wealth Management's T Position: Q2 2026 in Review

Cherrydale Wealth Management sold out of AT&T (T) in Q2 2026, closing a stake of 7,548 shares — an estimated $219K sold.

Cherrydale Wealth Management first reported a position in T in Q1 2025 and held it in 4 quarters. The position peaked at $219K in Q1 2026. 2,669 funds tracked by Wall St. Rank hold T as of Q2 2026.

Cherrydale Wealth Management reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
Cherrydale Wealth Management sold 7,548 AT&T shares in Q2 2026, an estimated $219K.
Cherrydale Wealth Management first reported a position in AT&T in Q1 2025 and held it in 4 quarters.
Cherrydale Wealth Management's AT&T position peaked at $219K in Q1 2026.
2,669 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.