EWM
T icon

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

Evolution 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 		$59.9K Buy
2,065
+1,476
+251% +$39.4K 0.04% 239
2025
Q4 		$14.6K Buy
589
+342
+138% +$8.66K 0.01% 391
2025
Q3 		$6.97K Sell
247
-80
-24% -$2.27K 0.01% 406
2025
Q2 		$9.47K Buy
+327
New +$9.01K 0.01% 367

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

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

Evolution Wealth Management increased its AT&T (T) stake by 251% in Q1 2026, buying an estimated $39.4K and bringing the position to 2,065 shares worth $59.9K. The position accounts for 0.04% of the portfolio, ranked #239.

Evolution Wealth Management first reported a position in T in Q2 2025 and has held it in 4 quarters since. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Evolution Wealth Management held 2,065 shares of AT&T worth $59.9K as of Q1 2026.
  • Evolution Wealth Management bought 1,476 AT&T shares in Q1 2026, an estimated $39.4K.
  • AT&T made up 0.04% of Evolution Wealth Management's portfolio in Q1 2026, its #239 holding.
  • Evolution Wealth Management first reported a position in AT&T in Q2 2025 and has held it in 4 quarters since.
  • 2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.