DWM
T icon

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

Dogwood 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 		$12.6K Sell
608
-128
-17% -$3.18K 0.01% 335
2026
Q1 		$21.3K Buy
736
+404
+122% +$10.8K 0.01% 235
2025
Q4 		$8.25K Sell
332
-313
-49% -$7.92K ﹤0.01% 328
2025
Q3 		$18.2K Buy
645
+146
+29% +$4.15K 0.01% 197
2025
Q2 		$14.1K Sell
499
-4,718
-90% -$130K 0.01% 219
2025
Q1 		$148K Buy
5,217
+207
+4% +$5.21K 0.08% 92
2024
Q4 		$114K Sell
5,010
-1
-0% -$23 0.06% 95
2024
Q3 		$110K Hold
5,011
– – 0.06% 96
2024
Q2 		$95.8K Hold
5,011
– – 0.06% 100
2024
Q1 		$88.2K Buy
5,011
+5,010
+501,000% +$85.5K 0.06% 113
2023
Q4 		$22 Buy
+1
New +$16 ﹤0.01% 237

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 $3.37T AUM 44.26% 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

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

Dogwood Wealth Management reduced its AT&T (T) stake by 17% in Q2 2026, selling an estimated $3.18K and leaving 608 shares worth $12.6K. The position accounts for 0.01% of the portfolio, ranked #335.

Dogwood Wealth Management first reported a position in T in Q4 2023 and has held it in 11 quarters since. The position peaked at $148K in Q1 2025. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Dogwood Wealth Management held 608 shares of AT&T worth $12.6K as of Q2 2026.
  • Dogwood Wealth Management sold 128 AT&T shares in Q2 2026, an estimated $3.18K.
  • AT&T made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #335 holding.
  • Dogwood Wealth Management first reported a position in AT&T in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's AT&T position peaked at $148K in Q1 2025.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.