FWI
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Facet Wealth Inc’s AT&T T Stock Holding History

Facet Wealth Inc’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 		$658K Buy
22,699
+6,965
+44% +$186K 0.01% 141
2025
Q4 		$379K Sell
15,734
-266
-2% -$6.73K 0.01% 186
2025
Q3 		$452K Buy
16,000
+4,659
+41% +$132K 0.01% 123
2025
Q2 		$311K Buy
+11,341
New +$313K 0.01% 124

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

Facet Wealth Inc's T Position: Q1 2026 in Review

Facet Wealth Inc increased its AT&T (T) stake by 44% in Q1 2026, buying an estimated $186K and bringing the position to 22,699 shares worth $658K. The position accounts for 0.01% of the portfolio, ranked #141.

Facet Wealth Inc 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.

  • Facet Wealth Inc held 22,699 shares of AT&T worth $658K as of Q1 2026.
  • Facet Wealth Inc bought 6,965 AT&T shares in Q1 2026, an estimated $186K.
  • AT&T made up 0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #141 holding.
  • Facet Wealth Inc 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 Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.