Consilio Wealth Advisors’s AT&T T Stock Holding History

Consilio Wealth Advisors’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	-7,748	Closed	-$225K	–	117
2026 Q1	$225K	Buy	+7,748	New	+$207K	0.07%	88
2025 Q4	–	Sell	-7,787	Closed	-$220K	–	102
2025 Q3	$220K	Sell	7,787 -10	-0.1%	-$284	0.07%	88
2025 Q2	$219K	Buy	7,797 +240	+3%	+$6.61K	0.08%	82
2025 Q1	$214K	Buy	+7,557	New	+$190K	0.09%	69

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

Consilio Wealth Advisors's T Position: Q2 2026 in Review

Consilio Wealth Advisors sold out of AT&T (T) in Q2 2026, closing a stake of 7,748 shares — an estimated $225K sold.

Consilio Wealth Advisors first reported a position in T in Q1 2025 and held it in 4 quarters. The position peaked at $225K in Q1 2026. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

Consilio Wealth Advisors reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
Consilio Wealth Advisors sold 7,748 AT&T shares in Q2 2026, an estimated $225K.
Consilio Wealth Advisors first reported a position in AT&T in Q1 2025 and held it in 4 quarters.
Consilio Wealth Advisors's AT&T position peaked at $225K in Q1 2026.
2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Consilio Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.