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Fiscal Wisdom Wealth Management’s AT&T T Stock Holding History

Fiscal Wisdom 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
Q2 		– Sell
-7,712
Closed -$224K – 109
2026
Q1 		$224K Buy
+7,712
New +$206K 0.21% 73
2025
Q4 		– Sell
-13,130
Closed -$335K – 89
2025
Q3 		$335K Buy
+13,130
New +$373K 0.32% 45

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Fiscal Wisdom Wealth Management's T Position: Q2 2026 in Review

Fiscal Wisdom Wealth Management sold out of AT&T (T) in Q2 2026, closing a stake of 7,712 shares — an estimated $224K sold.

Fiscal Wisdom Wealth Management first reported a position in T in Q3 2025 and held it in 2 quarters. The position peaked at $335K in Q3 2025. 2,675 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Fiscal Wisdom Wealth Management reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
  • Fiscal Wisdom Wealth Management sold 7,712 AT&T shares in Q2 2026, an estimated $224K.
  • Fiscal Wisdom Wealth Management first reported a position in AT&T in Q3 2025 and held it in 2 quarters.
  • Fiscal Wisdom Wealth Management's AT&T position peaked at $335K in Q3 2025.
  • 2,675 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Fiscal Wisdom Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.