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

Destination 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	$642K	Buy	22,129 +4,827	+28%	+$129K	0.02%	185
2025 Q4	$430K	Sell	17,302 -2,212	-11%	-$56K	0.01%	215
2025 Q3	$551K	Buy	19,514 +8,855	+83%	+$251K	0.02%	169
2025 Q2	$308K	Buy	+10,659	New	+$294K	0.01%	210
2024 Q4	–	Sell	-10,902	Closed	-$240K	–	253
2024 Q3	$240K	Buy	+10,902	New	+$217K	0.01%	209
2023 Q2	–	Sell	-11,780	Closed	-$227K	–	227
2023 Q1	$227K	Buy	+11,780	New	+$225K	0.01%	191
2022 Q4	–	Sell	-15,879	Closed	-$244K	–	210
2022 Q3	$244K	Sell	15,879 -78	-0.5%	-$1.42K	0.01%	172
2022 Q2	$334K	Sell	15,957 -3,661	-19%	-$73K	0.01%	162
2022 Q1	$350K	Buy	+19,618	New	+$363K	0.01%	151
2021 Q4	–	Sell	-14,902	Closed	-$304K	–	203
2021 Q3	$304K	Sell	14,902 -6,964	-32%	-$146K	0.01%	149
2021 Q2	$475K	Sell	21,866 -439	-2%	-$9.99K	0.02%	131
2021 Q1	$510K	Buy	22,305 +1,557	+8%	+$34.4K	0.02%	127
2020 Q4	$451K	Sell	20,748 -966	-4%	-$20.8K	0.02%	127
2020 Q3	$468K	Sell	21,714 -12,167	-36%	-$272K	0.02%	114
2020 Q2	$774K	Sell	33,881 -29,615	-47%	-$674K	0.04%	98
2020 Q1	$1.4M	Sell	63,496 -579,697	-90%	-$15.8M	0.09%	93
2019 Q4	$19M	Buy	643,193 +16,636	+3%	+$480K	0.97%	35
2019 Q3	$17.9M	Buy	626,557 +32,035	+5%	+$849K	0.97%	34
2019 Q2	$15M	Buy	594,522 +13,406	+2%	+$322K	0.83%	39
2019 Q1	$13.8M	Buy	581,116 +113,056	+24%	+$2.6M	0.77%	41
2018 Q4	$10.1M	Sell	468,060 -52,351	-10%	-$1.22M	0.61%	45
2018 Q3	$13.2M	Buy	520,411 +24,185	+5%	+$592K	0.73%	40
2018 Q2	$12M	Buy	496,226 +16,387	+3%	+$411K	0.72%	40
2018 Q1	$12.9M	Buy	479,839 +98,748	+26%	+$2.75M	0.79%	37
2017 Q4	$11.2M	Sell	381,091 -67,037	-15%	-$1.83M	0.68%	44
2017 Q3	$13.3M	Buy	448,128 +14,751	+3%	+$419K	0.85%	33
2017 Q2	$12.3M	Buy	433,377 +17,371	+4%	+$512K	0.82%	35
2017 Q1	$13.1M	Buy	416,006 +25,924	+7%	+$816K	0.9%	30
2016 Q4	$12.5M	Buy	390,082 +275,892	+242%	+$8.14M	0.92%	29
2016 Q3	$3.5M	Buy	114,190 +15,498	+16%	+$490K	0.27%	58
2016 Q2	$3.22M	Buy	98,692 +42,165	+75%	+$1.25M	0.27%	55
2016 Q1	$1.47M	Hold	56,527	–	–	0.14%	63
2015 Q4	$1.47M	Buy	56,527 +13,047	+30%	+$331K	0.14%	63
2015 Q3	$1.07M	Sell	43,480 -65,682	-60%	-$1.67M	0.12%	66
2015 Q2	$2.93M	Buy	109,162 +80,047	+275%	+$2.07M	0.19%	78
2015 Q1	$718K	Sell	29,115 -9,636	-25%	-$245K	0.08%	57
2014 Q4	$983K	Sell	38,751 -5,861	-13%	-$152K	0.1%	59
2014 Q3	$1.19M	Buy	44,612 +4,819	+12%	+$128K	0.12%	62
2014 Q2	$1.06M	Buy	39,793 +6,750	+20%	+$181K	0.11%	66
2014 Q1	$875K	Buy	33,043 +2,374	+8%	+$59.6K	0.09%	67
2013 Q4	$814K	Buy	30,669 +1,505	+5%	+$39.6K	0.09%	68
2013 Q3	$744K	Buy	29,164 +4,011	+16%	+$105K	0.09%	65
2013 Q2	$672K	Buy	+25,153	New	+$699K	0.08%	68

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

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

Destination Wealth Management increased its AT&T (T) stake by 28% in Q1 2026, buying an estimated $129K and bringing the position to 22,129 shares worth $642K. The position accounts for 0.02% of the portfolio, ranked #185.

Destination Wealth Management first reported a position in T in Q2 2013 and has held it in 43 quarters since. The position peaked at $19M in Q4 2019. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

Destination Wealth Management held 22,129 shares of AT&T worth $642K as of Q1 2026.
Destination Wealth Management bought 4,827 AT&T shares in Q1 2026, an estimated $129K.
AT&T made up 0.02% of Destination Wealth Management's portfolio in Q1 2026, its #185 holding.
Destination Wealth Management first reported a position in AT&T in Q2 2013 and has held it in 43 quarters since.
Destination Wealth Management's AT&T position peaked at $19M in Q4 2019.
2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.