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

Collaborative 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	$201K	Sell	6,948 -11,630	-63%	-$311K	0.09%	152
2025 Q4	$461K	Buy	18,578 +4,533	+32%	+$115K	0.16%	119
2025 Q3	$397K	Buy	14,045 +5,333	+61%	+$151K	0.16%	121
2025 Q2	$252K	Sell	8,712 -147	-2%	-$4.05K	0.11%	155
2025 Q1	$251K	Sell	8,859 -2,431	-22%	-$61.1K	0.12%	142
2024 Q4	$257K	Sell	11,290 -153	-1%	-$3.44K	0.12%	145
2024 Q3	$252K	Buy	11,443 +926	+9%	+$18.4K	0.11%	142
2024 Q2	$201K	Buy	10,517 +64	+0.6%	+$1.11K	0.1%	162
2024 Q1	$184K	Sell	10,453 -401	-4%	-$6.85K	0.09%	165
2023 Q4	$182K	Buy	10,854 +684	+7%	+$10.8K	0.1%	162
2023 Q3	$153K	Buy	+10,170	New	+$149K	0.09%	159
2023 Q1	–	Sell	-10,165	Closed	-$187K	–	178
2022 Q4	$187K	Buy	+10,165	New	+$182K	0.12%	167
2022 Q3	–	Sell	-10,447	Closed	-$219K	–	188
2022 Q2	$219K	Buy	+10,447	New	+$208K	0.14%	167
2021 Q4	$209K	Buy	+11,267	New	+$211K	0.11%	191
2021 Q1	$206K	Buy	+11,552	New	+$255K	0.12%	186

Other funds holding T

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Collaborative Wealth Management's T Position: Q1 2026 in Review

Collaborative Wealth Management reduced its AT&T (T) stake by 63% in Q1 2026, selling an estimated $311K and leaving 6,948 shares worth $201K. The position accounts for 0.09% of the portfolio, ranked #152.

Collaborative Wealth Management first reported a position in T in Q1 2021 and has held it in 15 quarters since. The position peaked at $461K in Q4 2025. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

Collaborative Wealth Management held 6,948 shares of AT&T worth $201K as of Q1 2026.
Collaborative Wealth Management sold 11,630 AT&T shares in Q1 2026, an estimated $311K.
AT&T made up 0.09% of Collaborative Wealth Management's portfolio in Q1 2026, its #152 holding.
Collaborative Wealth Management first reported a position in AT&T in Q1 2021 and has held it in 15 quarters since.
Collaborative Wealth Management's AT&T position peaked at $461K in Q4 2025.
2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

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