EHWM
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Eads & Heald Wealth Management’s AT&T T Stock Holding History

Eads & Heald 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 		$271K Buy
9,362
+50
+0.5% +$1.34K 0.14% 134
2025
Q4 		$231K Buy
9,312
+22
+0.2% +$557 0.11% 135
2025
Q3 		$262K Sell
9,290
-500
-5% -$14.2K 0.13% 129
2025
Q2 		$283K Sell
9,790
-1,165
-11% -$32.1K 0.14% 124
2025
Q1 		$310K Sell
10,955
-20
-0.2% -$503 0.16% 121
2024
Q4 		$250K Buy
10,975
+155
+1% +$3.49K 0.12% 130
2024
Q3 		$238K Buy
+10,820
New +$215K 0.11% 135
2023
Q3 		– Sell
-18,279
Closed -$292K – 149
2023
Q2 		$292K Sell
18,279
-4,858
-21% -$82.7K 0.14% 125
2023
Q1 		$445K Sell
23,137
-295
-1% -$5.64K 0.22% 116
2022
Q4 		$431K Buy
23,432
+9,424
+67% +$169K 0.22% 116
2022
Q3 		$215K Buy
14,008
+390
+3% +$7.1K 0.12% 134
2022
Q2 		$285K Buy
13,618
+1,341
+11% +$26.7K 0.15% 132
2022
Q1 		$219K Sell
12,277
-9,157
-43% -$169K 0.1% 144
2021
Q4 		$398K Sell
21,434
-15,480
-42% -$289K 0.17% 121
2021
Q3 		$753K Sell
36,914
-7,533
-17% -$158K 0.36% 98
2021
Q2 		$966K Sell
44,447
-2,952
-6% -$67.1K 0.47% 87
2021
Q1 		$1.08M Sell
47,399
-2,759
-6% -$61K 0.56% 82
2020
Q4 		$1.09M Buy
50,158
+5,484
+12% +$118K 0.59% 77
2020
Q3 		$962K Sell
44,674
-9,200
-17% -$206K 0.58% 76
2020
Q2 		$1.23M Sell
53,874
-1,171
-2% -$26.7K 0.75% 67
2020
Q1 		$1.21M Sell
55,045
-1,316
-2% -$36K 0.86% 54
2019
Q4 		$1.66M Buy
56,361
+335
+0.6% +$9.67K 0.88% 53
2019
Q3 		$1.6M Buy
56,026
+1,163
+2% +$30.8K 0.89% 56
2019
Q2 		$1.39M Buy
54,863
+564
+1% +$13.5K 0.79% 62
2019
Q1 		$1.29M Buy
54,299
+3,238
+6% +$74.5K 0.74% 63
2018
Q4 		$1.1M Sell
51,061
-4,007
-7% -$93.3K 0.73% 62
2018
Q3 		$1.4M Sell
55,068
-1,979
-3% -$48.5K 0.8% 59
2018
Q2 		$1.38M Sell
57,047
-1,168
-2% -$29.3K 0.85% 57
2018
Q1 		$1.57M Sell
58,215
-872
-1% -$24.3K 0.99% 47
2017
Q4 		$1.74M Buy
59,087
+1,273
+2% +$34.8K 1.02% 44
2017
Q3 		$1.71M Buy
57,814
+776
+1% +$22K 1.06% 40
2017
Q2 		$1.63M Buy
57,038
+775
+1% +$22.8K 1.04% 42
2017
Q1 		$1.77M Buy
56,263
+681
+1% +$21.4K 1.14% 35
2016
Q4 		$1.78M Buy
55,582
+149
+0.3% +$4.4K 1.22% 29
2016
Q3 		$1.7M Sell
55,433
-220
-0.4% -$6.95K 1.17% 31
2016
Q2 		$1.82M Sell
55,653
-1,264
-2% -$37.6K 1.25% 25
2016
Q1 		$1.68M Sell
56,917
-2,386
-4% -$66.1K 1.17% 33
2015
Q4 		$1.54M Buy
59,303
+854
+1% +$21.7K 1.07% 38
2015
Q3 		$1.44M Sell
58,449
-6,349
-10% -$162K 1.03% 39
2015
Q2 		$1.74M Buy
64,798
+1,589
+3% +$41.1K 1.14% 33
2015
Q1 		$1.56M Buy
63,209
+200
+0.3% +$5.08K 1% 44
2014
Q4 		$1.6M Buy
63,009
+1,939
+3% +$50.3K 1.02% 45
2014
Q3 		$1.63M Buy
61,070
+2,966
+5% +$78.9K 1.1% 41
2014
Q2 		$1.55M Sell
58,104
-5,546
-9% -$149K 1.03% 47
2014
Q1 		$1.69M Buy
63,650
+647
+1% +$16.2K 1.11% 42
2013
Q4 		$1.67M Sell
63,003
-1,457
-2% -$38.3K 1.11% 42
2013
Q3 		$1.65M Sell
64,460
-1,985
-3% -$52.1K 1.18% 41
2013
Q2 		$1.78M Buy
+66,445
New +$1.85M 1.26% 31

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

Eads & Heald Wealth Management's T Position: Q1 2026 in Review

Eads & Heald Wealth Management increased its AT&T (T) stake by 0.54% in Q1 2026, buying an estimated $1.34K and bringing the position to 9,362 shares worth $271K. The position accounts for 0.14% of the portfolio, ranked #134.

Eads & Heald Wealth Management first reported a position in T in Q2 2013 and has held it in 48 quarters since. The position peaked at $1.82M in Q2 2016. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Eads & Heald Wealth Management held 9,362 shares of AT&T worth $271K as of Q1 2026.
  • Eads & Heald Wealth Management bought 50 AT&T shares in Q1 2026, an estimated $1.34K.
  • AT&T made up 0.14% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #134 holding.
  • Eads & Heald Wealth Management first reported a position in AT&T in Q2 2013 and has held it in 48 quarters since.
  • Eads & Heald Wealth Management's AT&T position peaked at $1.82M in Q2 2016.
  • 2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.