DWM
T icon

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

Dynasty 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 		$207K Buy
+9,999
New +$248K ﹤0.01% 359
2018
Q4 		– Sell
-21,091
Closed -$535K – 90
2018
Q3 		$535K Buy
+21,091
New +$517K 0.69% 34

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

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

Dynasty Wealth Management opened a new position in AT&T (T) in Q2 2026: 9,999 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #359 among its holdings. This is a return to the name: Dynasty Wealth Management previously reported a position in T as recently as Q3 2018.

Dynasty Wealth Management first reported a position in T in Q3 2018 and has held it in 2 quarters since. The position peaked at $535K in Q3 2018. 2,696 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Dynasty Wealth Management held 9,999 shares of AT&T worth $207K as of Q2 2026.
  • AT&T was a new Dynasty Wealth Management position in Q2 2026.
  • AT&T made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #359 holding.
  • Dynasty Wealth Management first reported a position in AT&T in Q3 2018 and has held it in 2 quarters since.
  • Dynasty Wealth Management's AT&T position peaked at $535K in Q3 2018.
  • 2,696 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.