PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s AT&T T Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, 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 Q2	$18.6K	Hold	897	–	–	0.01%	402
2026 Q1	$26K	Sell	897 -1,161	-56%	-$31K	0.01%	354
2025 Q4	$51.1K	Buy	2,058 +1,002	+95%	+$25.4K	0.02%	298
2025 Q3	$29.8K	Buy	1,056 +474	+81%	+$13.5K	0.01%	341
2025 Q2	$16.9K	Buy	582 +36	+7%	+$992	0.01%	338
2025 Q1	$15.4K	Hold	546	–	–	0.01%	342
2024 Q4	$12.4K	Buy	+546	New	+$12.3K	0.01%	357

Other funds holding T

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s T Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its AT&T (T) position steady in Q2 2026 at 897 shares worth $18.6K. The position accounts for 0.01% of the portfolio, ranked #402.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in T in Q4 2024 and has held it in 7 quarters since. The position peaked at $51.1K in Q4 2025. 1,744 funds tracked by Wall St. Rank hold T as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 897 shares of AT&T worth $18.6K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its AT&T share count unchanged in Q2 2026.
AT&T made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #402 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in AT&T in Q4 2024 and has held it in 7 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s AT&T position peaked at $51.1K in Q4 2025.
1,744 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.