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

Evermay 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	$116K	Hold	4,014	–	–	0.01%	237
2025 Q4	$99.7K	Hold	4,014	–	–	0.01%	256
2025 Q3	$113K	Hold	4,014	–	–	0.01%	254
2025 Q2	$116K	Hold	4,014	–	–	0.01%	247
2025 Q1	$114K	Buy	4,014 +3,484	+657%	+$87.6K	0.01%	246
2024 Q4	$12.1K	Hold	530	–	–	﹤0.01%	428
2024 Q3	$11.7K	Hold	530	–	–	﹤0.01%	447
2024 Q2	$10.1K	Hold	530	–	–	﹤0.01%	453
2024 Q1	$9.33K	Buy	530 +169	+47%	+$2.89K	﹤0.01%	476
2023 Q4	$6.06K	Sell	361 -2,936	-89%	-$46.4K	﹤0.01%	474
2023 Q3	$49.5K	Sell	3,297 -1,479	-31%	-$21.7K	0.01%	307
2023 Q2	$76.2K	Buy	4,776 +828	+21%	+$14.1K	0.01%	266
2023 Q1	$76K	Buy	3,948 +351	+10%	+$6.71K	0.02%	265
2022 Q4	$66.2K	Sell	3,597 -960	-21%	-$17.2K	0.01%	268
2022 Q3	$70K	Sell	4,557 -72	-2%	-$1.31K	0.01%	253
2022 Q2	$97K	Sell	4,629 -2,096	-31%	-$41.8K	0.02%	222
2022 Q1	$120K	Sell	6,725 -86	-1%	-$1.59K	0.02%	239
2021 Q4	$127K	Sell	6,811 -2,069	-23%	-$38.7K	0.02%	205
2021 Q3	$181K	Sell	8,880 -2,794	-24%	-$58.7K	0.04%	171
2021 Q2	$254K	Sell	11,674 -5,116	-30%	-$116K	0.05%	156
2021 Q1	$384K	Sell	16,790 -2,979	-15%	-$65.9K	0.08%	116
2020 Q4	$429K	Sell	19,769 -2,930	-13%	-$63.2K	0.09%	101
2020 Q3	$489K	Buy	22,699 +511	+2%	+$11.4K	0.12%	78
2020 Q2	$507K	Sell	22,188 -912	-4%	-$20.8K	0.13%	76
2020 Q1	$509K	Sell	23,100 -1,009	-4%	-$27.6K	0.15%	66
2019 Q4	$712K	Sell	24,109 -1,058	-4%	-$30.5K	0.18%	61
2019 Q3	$719K	Buy	25,167 +64	+0.3%	+$1.7K	0.2%	56
2019 Q2	$635K	Buy	25,103 +846	+3%	+$20.3K	0.18%	58
2019 Q1	$575K	Buy	24,257 +2,929	+14%	+$67.4K	0.16%	62
2018 Q4	$460K	Buy	21,328 +3,281	+18%	+$76.4K	0.15%	69
2018 Q3	$458K	Sell	18,047 -764	-4%	-$18.7K	0.14%	78
2018 Q2	$456K	Sell	18,811 -8,224	-30%	-$206K	0.15%	78
2018 Q1	$728K	Buy	27,035 +2,530	+10%	+$70.4K	0.25%	51
2017 Q4	$720K	Buy	24,505 +6,287	+35%	+$172K	0.26%	44
2017 Q3	$539K	Buy	18,218 +4,799	+36%	+$136K	0.23%	39
2017 Q2	$382K	Buy	13,419 +3	+0%	+$88	0.17%	49
2017 Q1	$421K	Buy	13,416 +3,311	+33%	+$104K	0.19%	46
2016 Q4	$325K	Buy	10,105 +2	+0%	+$59	0.16%	50
2016 Q3	$310K	Sell	10,103 -2,705	-21%	-$85.5K	0.16%	52
2016 Q2	$418K	Buy	12,808 +1	+0%	+$30	0.22%	42
2016 Q1	$379K	Buy	12,807 +1	+0%	+$28	0.21%	43
2015 Q4	$333K	Sell	12,806 -151	-1%	-$3.83K	0.2%	45
2015 Q3	$319K	Buy	12,957 +339	+3%	+$8.64K	0.19%	56
2015 Q2	$339K	Hold	12,618	–	–	0.2%	52
2015 Q1	$311K	Sell	12,618 -1,489	-11%	-$37.8K	0.18%	59
2014 Q4	$358K	Sell	14,107 -309	-2%	-$8.02K	0.23%	54
2014 Q3	$384K	Buy	14,416 +2,560	+22%	+$68.1K	0.33%	51
2014 Q2	$317K	Buy	11,856 +1,820	+18%	+$48.8K	0.27%	60
2014 Q1	$266K	Buy	+10,036	New	+$252K	0.28%	58

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

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

Evermay Wealth Management held its AT&T (T) position steady in Q1 2026 at 4,014 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #237.

Evermay Wealth Management first reported a position in T in Q1 2014 and has held it in 49 quarters since. The position peaked at $728K in Q1 2018. 2,963 funds tracked by Wall St. Rank hold T as of Q1 2026.

Evermay Wealth Management held 4,014 shares of AT&T worth $116K as of Q1 2026.
Evermay Wealth Management left its AT&T share count unchanged in Q1 2026.
AT&T made up 0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #237 holding.
Evermay Wealth Management first reported a position in AT&T in Q1 2014 and has held it in 49 quarters since.
Evermay Wealth Management's AT&T position peaked at $728K in Q1 2018.
2,963 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.