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

Endowment 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	$209K	Buy	10,119 +28	+0.3%	+$695	0.08%	170
2026 Q1	$293K	Buy	10,091 +1,087	+12%	+$29K	0.13%	108
2025 Q4	$224K	Sell	9,004 -541	-6%	-$13.7K	0.1%	140
2025 Q3	$270K	Buy	9,545 +184	+2%	+$5.22K	0.12%	123
2025 Q2	$271K	Sell	9,361 -173	-2%	-$4.77K	0.14%	119
2025 Q1	$270K	Sell	9,534 -788	-8%	-$19.8K	0.17%	111
2024 Q4	$235K	Sell	10,322 -113	-1%	-$2.54K	0.16%	117
2024 Q3	$230K	Sell	10,435 -221	-2%	-$4.4K	0.15%	113
2024 Q2	$204K	Buy	10,656 +293	+3%	+$5.09K	0.15%	118
2024 Q1	$182K	Sell	10,363 -72	-0.7%	-$1.23K	0.14%	123
2023 Q4	$175K	Sell	10,435 -200	-2%	-$3.16K	0.15%	126
2023 Q3	$160K	Buy	+10,635	New	+$156K	0.14%	123

Other funds holding T

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Endowment Wealth Management increased its AT&T (T) stake by 0.28% in Q2 2026, buying an estimated $695 and bringing the position to 10,119 shares worth $209K. The position accounts for 0.08% of the portfolio, ranked #170.

Endowment Wealth Management first reported a position in T in Q3 2023 and has held it in 12 quarters since. The position peaked at $293K in Q1 2026. 2,684 funds tracked by Wall St. Rank hold T as of Q2 2026.

Endowment Wealth Management held 10,119 shares of AT&T worth $209K as of Q2 2026.
Endowment Wealth Management bought 28 AT&T shares in Q2 2026, an estimated $695.
AT&T made up 0.08% of Endowment Wealth Management's portfolio in Q2 2026, its #170 holding.
Endowment Wealth Management first reported a position in AT&T in Q3 2023 and has held it in 12 quarters since.
Endowment Wealth Management's AT&T position peaked at $293K in Q1 2026.
2,684 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

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