FP
T icon

Financial Perspectives’s AT&T T Stock Holding History

Financial Perspectives’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 		$506K Buy
17,442
+166
+1% +$4.43K 0.14% 91
2025
Q4 		$429K Sell
17,276
-884
-5% -$22.4K 0.12% 107
2025
Q3 		$513K Sell
18,160
-1,684
-8% -$47.8K 0.14% 90
2025
Q2 		$574K Sell
19,844
-329
-2% -$9.07K 0.17% 80
2025
Q1 		$570K Buy
20,173
+52
+0.3% +$1.31K 0.2% 71
2024
Q4 		$458K Buy
20,121
+1,431
+8% +$32.2K 0.15% 85
2024
Q3 		$411K Sell
18,690
-137
-0.7% -$2.73K 0.14% 91
2024
Q2 		$360K Buy
18,827
+1,057
+6% +$18.4K 0.13% 92
2024
Q1 		$313K Sell
17,770
-4,306
-20% -$73.5K 0.12% 106
2023
Q4 		$370K Buy
22,076
+334
+2% +$5.27K 0.15% 84
2023
Q3 		$327K Sell
21,742
-1,131
-5% -$16.6K 0.15% 83
2023
Q2 		$365K Buy
22,873
+135
+0.6% +$2.3K 0.16% 84
2023
Q1 		$438K Sell
22,738
-216
-0.9% -$4.13K 0.21% 69
2022
Q4 		$423K Sell
22,954
-3,275
-12% -$58.6K 0.22% 69
2022
Q3 		$402K Sell
26,229
-667
-2% -$12.1K 0.23% 67
2022
Q2 		$564K Sell
26,896
-8,720
-24% -$174K 0.32% 49
2022
Q1 		$636K Buy
35,616
+178
+0.5% +$3.29K 0.3% 51
2021
Q4 		$658K Sell
35,438
-2,033
-5% -$38K 0.31% 50
2021
Q3 		$764K Sell
37,471
-3,941
-10% -$82.8K 0.39% 47
2021
Q2 		$900K Sell
41,412
-1,222,525
-97% -$27.8M 0.44% 38
2021
Q1 		$31.5M Buy
1,263,937
+1,217,003
+2,593% +$26.9M 1.57% 13
2020
Q4 		$1.02M Buy
46,934
+413
+0.9% +$8.91K 0.58% 31
2020
Q3 		$1M Buy
46,521
+11,006
+31% +$246K 0.66% 25
2020
Q2 		$811K Sell
35,515
-1,807
-5% -$41.2K 0.58% 27
2020
Q1 		$822K Sell
37,322
-727
-2% -$19.9K 0.66% 24
2019
Q4 		$1.12M Buy
+38,049
New +$1.1M 0.77% 15

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

Financial Perspectives's T Position: Q1 2026 in Review

Financial Perspectives increased its AT&T (T) stake by 0.96% in Q1 2026, buying an estimated $4.43K and bringing the position to 17,442 shares worth $506K. The position accounts for 0.14% of the portfolio, ranked #91.

Financial Perspectives first reported a position in T in Q4 2019 and has held it in 26 quarters since. The position peaked at $31.5M in Q1 2021. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Financial Perspectives held 17,442 shares of AT&T worth $506K as of Q1 2026.
  • Financial Perspectives bought 166 AT&T shares in Q1 2026, an estimated $4.43K.
  • AT&T made up 0.14% of Financial Perspectives's portfolio in Q1 2026, its #91 holding.
  • Financial Perspectives first reported a position in AT&T in Q4 2019 and has held it in 26 quarters since.
  • Financial Perspectives's AT&T position peaked at $31.5M in Q1 2021.
  • 2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.