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

Diversify 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 		$3.91M Buy
160,297
+26,189
+20% +$650K 0.07% 252
2026
Q1 		$3.45M Buy
134,108
+115,030
+603% +$3.07M 0.06% 252
2025
Q4 		$445K Buy
19,078
+1,810
+10% +$45.8K 0.02% 466
2025
Q3 		$424K Sell
17,268
-259
-1% -$7.36K 0.02% 406
2025
Q2 		$499K Buy
17,527
+1,128
+7% +$31.1K 0.03% 372
2025
Q1 		$448K Sell
16,399
-4,756
-22% -$120K 0.03% 370
2024
Q4 		$459K Buy
21,155
+2,936
+16% +$66.1K 0.04% 359
2024
Q3 		$410K Sell
18,219
-3,771
-17% -$75K 0.04% 349
2024
Q2 		$416K Buy
+21,990
New +$382K 0.05% 310

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Diversify Wealth Management increased its AT&T (T) stake by 20% in Q2 2026, buying an estimated $650K and bringing the position to 160,297 shares worth $3.91M. The position accounts for 0.07% of the portfolio, ranked #252.

Diversify Wealth Management first reported a position in T in Q2 2024 and has held it in 9 quarters since. 2,696 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Diversify Wealth Management held 160,297 shares of AT&T worth $3.91M as of Q2 2026.
  • Diversify Wealth Management bought 26,189 AT&T shares in Q2 2026, an estimated $650K.
  • AT&T made up 0.07% of Diversify Wealth Management's portfolio in Q2 2026, its #252 holding.
  • Diversify Wealth Management first reported a position in AT&T in Q2 2024 and has held it in 9 quarters since.
  • 2,696 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.