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

Evergreen Wealth Solutions’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	$882K	Buy	35,892 +6,617	+23%	+$164K	0.05%	224
2026 Q1	$849K	Buy	+29,275	New	+$782K	0.06%	181

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 Wealth Solutions's T Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its AT&T (T) stake by 23% in Q2 2026, buying an estimated $164K and bringing the position to 35,892 shares worth $882K. The position accounts for 0.05% of the portfolio, ranked #224.

Evergreen Wealth Solutions first reported a position in T in Q1 2026 and has held it in 2 quarters since. 2,685 funds tracked by Wall St. Rank hold T as of Q2 2026.

Evergreen Wealth Solutions held 35,892 shares of AT&T worth $882K as of Q2 2026.
Evergreen Wealth Solutions bought 6,617 AT&T shares in Q2 2026, an estimated $164K.
AT&T made up 0.05% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #224 holding.
Evergreen Wealth Solutions first reported a position in AT&T in Q1 2026 and has held it in 2 quarters since.
2,685 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.