EPIM
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Evelyn Partners Investment Management’s AT&T T Stock Holding History

Evelyn Partners Investment 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 		$1.19M Hold
41,108
– – 0.03% 120
2025
Q4 		$1.02M Buy
41,108
+300
+0.7% +$7.59K 0.03% 133
2025
Q3 		$1.15M Hold
40,808
– – 0.03% 130
2025
Q2 		$1.18M Sell
40,808
-2,328
-5% -$64.2K 0.04% 127
2025
Q1 		$1.22M Sell
43,136
-20,112
-32% -$506K 0.04% 120
2024
Q4 		$1.44M Buy
+63,248
New +$1.42M 0.05% 112

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

Evelyn Partners Investment Management's T Position: Q1 2026 in Review

Evelyn Partners Investment Management held its AT&T (T) position steady in Q1 2026 at 41,108 shares worth $1.19M. The position accounts for 0.03% of the portfolio, ranked #120.

Evelyn Partners Investment Management first reported a position in T in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.44M in Q4 2024. 2,965 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Evelyn Partners Investment Management held 41,108 shares of AT&T worth $1.19M as of Q1 2026.
  • Evelyn Partners Investment Management left its AT&T share count unchanged in Q1 2026.
  • AT&T made up 0.03% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #120 holding.
  • Evelyn Partners Investment Management first reported a position in AT&T in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's AT&T position peaked at $1.44M in Q4 2024.
  • 2,965 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.