Evergreen Private Wealth’s AT&T T Stock Holding History

Evergreen Private Wealth’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	$3.13M	Buy	151,178 +1,890	+1%	+$46.9K	1.16%	38
2026 Q1	$4.33M	Buy	149,288 +1,310	+0.9%	+$35K	1.75%	27
2025 Q4	$3.68M	Sell	147,978 -420	-0.3%	-$10.6K	1.45%	29
2025 Q3	$4.19M	Sell	148,398 -6,028	-4%	-$171K	1.7%	27
2025 Q2	$4.47M	Sell	154,426 -14,145	-8%	-$390K	1.87%	26
2025 Q1	$4.77M	Buy	168,571 +63	+0%	+$1.58K	2.23%	17
2024 Q4	$3.84M	Sell	168,508 -2,109	-1%	-$47.5K	1.8%	26
2024 Q3	$3.75M	Buy	170,617 +3,406	+2%	+$67.8K	1.74%	26
2024 Q2	$3.2M	Buy	167,211 +6,684	+4%	+$116K	1.57%	27
2024 Q1	$2.83M	Buy	160,527 +83,360	+108%	+$1.42M	1.42%	36
2023 Q4	$1.29M	Buy	+77,167	New	+$1.22M	0.7%	41

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

Evergreen Private Wealth's T Position: Q2 2026 in Review

Evergreen Private Wealth increased its AT&T (T) stake by 1.3% in Q2 2026, buying an estimated $46.9K and bringing the position to 151,178 shares worth $3.13M. The position accounts for 1.16% of the portfolio, ranked #38.

Evergreen Private Wealth first reported a position in T in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.77M in Q1 2025. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

Evergreen Private Wealth held 151,178 shares of AT&T worth $3.13M as of Q2 2026.
Evergreen Private Wealth bought 1,890 AT&T shares in Q2 2026, an estimated $46.9K.
AT&T made up 1.16% of Evergreen Private Wealth's portfolio in Q2 2026, its #38 holding.
Evergreen Private Wealth first reported a position in AT&T in Q4 2023 and has held it in 11 quarters since.
Evergreen Private Wealth's AT&T position peaked at $4.77M in Q1 2025.
2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Evergreen Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.