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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Endowment Wealth Management's T Position: Q1 2026 in Review

Endowment Wealth Management increased its AT&T (T) stake by 12% in Q1 2026, buying an estimated $29K and bringing the position to 10,091 shares worth $293K. The position accounts for 0.13% of the portfolio, ranked #108.

Endowment Wealth Management first reported a position in T in Q3 2023 and has held it in 11 quarters since. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

Endowment Wealth Management held 10,091 shares of AT&T worth $293K as of Q1 2026.
Endowment Wealth Management bought 1,087 AT&T shares in Q1 2026, an estimated $29K.
AT&T made up 0.13% of Endowment Wealth Management's portfolio in Q1 2026, its #108 holding.
Endowment Wealth Management first reported a position in AT&T in Q3 2023 and has held it in 11 quarters since.
2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.