Financial Gravity Asset Management’s AT&T T Stock Holding History

Financial Gravity Asset 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	$290K	Buy	9,990 +9,762	+4,282%	+$261K	0.05%	134
2025 Q4	$5.66K	Sell	228 -170	-43%	-$4.3K	﹤0.01%	548
2025 Q3	$11.2K	Buy	+398	New	+$11.3K	﹤0.01%	540
2025 Q1	$276K	Buy	+9,760	New	+$245K	0.06%	132
2024 Q2	$18.1K	Sell	946 -3,583	-79%	-$62.3K	﹤0.01%	406
2024 Q1	$76K	Hold	4,529	–	–	0.02%	219
2023 Q4	$76K	Buy	+4,529	New	+$71.5K	0.02%	220
2021 Q3	$124K	Sell	6,073 -139	-2%	-$2.92K	0.06%	292
2021 Q2	$135K	Buy	+6,212	New	+$141K	0.05%	270
2020 Q4	$133K	Buy	+6,126	New	+$132K	0.12%	70
2019 Q4	$277K	Sell	9,227 -1,162	-11%	-$33.6K	0.19%	63
2019 Q3	$297K	Sell	10,389 -476	-4%	-$12.6K	0.26%	77
2019 Q2	$275K	Buy	10,865 +1,087	+11%	+$26.1K	0.23%	105
2019 Q1	$236K	Buy	+9,778	New	+$225K	0.19%	115
2018 Q3	$182K	Sell	7,914 -2,056	-21%	-$50.4K	0.19%	133
2018 Q2	$243K	Sell	9,970 -5,616	-36%	-$141K	0.23%	88
2018 Q1	$377K	Buy	+15,586	New	+$434K	0.39%	42

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Gravity Asset Management's T Position: Q1 2026 in Review

Financial Gravity Asset Management increased its AT&T (T) stake by 4,282% in Q1 2026, buying an estimated $261K and bringing the position to 9,990 shares worth $290K. The position accounts for 0.05% of the portfolio, ranked #134.

Financial Gravity Asset Management first reported a position in T in Q1 2018 and has held it in 17 quarters since. The position peaked at $377K in Q1 2018. 2,982 funds tracked by Wall St. Rank hold T as of Q1 2026.

Financial Gravity Asset Management held 9,990 shares of AT&T worth $290K as of Q1 2026.
Financial Gravity Asset Management bought 9,762 AT&T shares in Q1 2026, an estimated $261K.
AT&T made up 0.05% of Financial Gravity Asset Management's portfolio in Q1 2026, its #134 holding.
Financial Gravity Asset Management first reported a position in AT&T in Q1 2018 and has held it in 17 quarters since.
Financial Gravity Asset Management's AT&T position peaked at $377K in Q1 2018.
2,982 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.