DWM
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Dakota Wealth Management’s AT&T T Stock Holding History

Dakota 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 		$1.21M Sell
41,735
-2,621
-6% -$70K 0.03% 369
2025
Q4 		$1.1M Sell
44,356
-93,134
-68% -$2.36M 0.02% 386
2025
Q3 		$3.88M Sell
137,490
-17,072
-11% -$485K 0.08% 180
2025
Q2 		$4.47M Buy
154,562
+88,042
+132% +$2.43M 0.09% 169
2025
Q1 		$1.88M Sell
66,520
-924
-1% -$23.2K 0.04% 268
2024
Q4 		$1.54M Sell
67,444
-1,773
-3% -$39.9K 0.04% 296
2024
Q3 		$1.52M Sell
69,217
-1,181
-2% -$23.5K 0.03% 305
2024
Q2 		$1.35M Sell
70,398
-8,848
-11% -$154K 0.03% 314
2024
Q1 		$1.39M Buy
79,246
+22,746
+40% +$388K 0.03% 309
2023
Q4 		$948K Sell
56,500
-24,768
-30% -$391K 0.04% 319
2023
Q3 		$1.22M Buy
81,268
+7,348
+10% +$108K 0.05% 261
2023
Q2 		$1.18M Buy
73,920
+15,153
+26% +$258K 0.06% 235
2023
Q1 		$1.13M Buy
58,767
+389
+0.7% +$7.43K 0.08% 212
2022
Q4 		$1.07M Sell
58,378
-11,426
-16% -$205K 0.08% 216
2022
Q3 		$1.07M Sell
69,804
-2,101
-3% -$38.2K 0.09% 207
2022
Q2 		$1.51M Buy
71,905
+2,627
+4% +$52.4K 0.14% 155
2022
Q1 		$1.24M Buy
69,278
+41,086
+146% +$760K 0.1% 183
2021
Q4 		$524K Sell
28,192
-3,576
-11% -$66.8K 0.06% 233
2021
Q3 		$648K Buy
31,768
+3,652
+13% +$76.7K 0.07% 200
2021
Q2 		$611K Sell
28,116
-10,105
-26% -$230K 0.07% 198
2021
Q1 		$874K Sell
38,221
-5,760
-13% -$127K 0.11% 155
2020
Q4 		$955K Buy
43,981
+17,982
+69% +$388K 0.12% 152
2020
Q3 		$560K Sell
25,999
-32,528
-56% -$727K 0.09% 165
2020
Q2 		$1.34M Sell
58,527
-26,055
-31% -$593K 0.23% 107
2020
Q1 		$1.86M Buy
84,582
+491
+0.6% +$13.4K 0.41% 70
2019
Q4 		$2.48M Buy
84,091
+17,233
+26% +$498K 0.4% 77
2019
Q3 		$1.91M Buy
66,858
+30,933
+86% +$820K 0.33% 82
2019
Q2 		$909K Sell
35,925
-14,962
-29% -$359K 0.17% 120
2019
Q1 		$1.21M Buy
50,887
+40,562
+393% +$933K 0.24% 99
2018
Q4 		$259K Buy
10,325
+16
+0.2% +$372 0.06% 234
2018
Q3 		$262K Sell
10,309
-32,256
-76% -$790K 0.06% 230
2018
Q2 		$1.03M Buy
42,565
+26,660
+168% +$669K 0.29% 82
2018
Q1 		$428K Buy
15,905
+2,098
+15% +$58.4K 0.22% 55
2017
Q4 		$405K Buy
13,807
+2,377
+21% +$64.9K 0.21% 51
2017
Q3 		$338K Sell
11,430
-622
-5% -$17.7K 0.18% 50
2017
Q2 		$343K Buy
12,052
+369
+3% +$10.9K 0.19% 51
2017
Q1 		$367K Hold
11,683
– – 0.21% 49
2016
Q4 		$375K Sell
11,683
-165
-1% -$4.87K 0.24% 39
2016
Q3 		$363K Sell
11,848
-530
-4% -$16.8K 0.24% 39
2016
Q2 		$404K Sell
12,378
-438
-3% -$13K 0.27% 38
2016
Q1 		$379K Sell
12,816
-1,285
-9% -$35.6K 0.27% 37
2015
Q4 		$366K Hold
14,101
– – 0.25% 38
2015
Q3 		$347K Sell
14,101
-801
-5% -$20.4K 0.24% 39
2015
Q2 		$400K Sell
14,902
-1,138
-7% -$29.4K 0.24% 42
2015
Q1 		$396K Sell
16,040
-2,219
-12% -$56.4K 0.24% 43
2014
Q4 		$464K Buy
+18,259
New +$474K 0.29% 39

Other funds holding T

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Dakota Wealth Management reduced its AT&T (T) stake by 5.9% in Q1 2026, selling an estimated $70K and leaving 41,735 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #369.

Dakota Wealth Management first reported a position in T in Q4 2014 and has held it in 46 quarters since. The position peaked at $4.47M in Q2 2025. 2,965 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Dakota Wealth Management held 41,735 shares of AT&T worth $1.21M as of Q1 2026.
  • Dakota Wealth Management sold 2,621 AT&T shares in Q1 2026, an estimated $70K.
  • AT&T made up 0.03% of Dakota Wealth Management's portfolio in Q1 2026, its #369 holding.
  • Dakota Wealth Management first reported a position in AT&T in Q4 2014 and has held it in 46 quarters since.
  • Dakota Wealth Management's AT&T position peaked at $4.47M in Q2 2025.
  • 2,965 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.