FWM
T icon

Focused Wealth Management’s AT&T T Stock Holding History

Focused 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
2022
Q3 		– Sell
-12,000
Closed -$4K – 1057
2022
Q2 		$4K Buy
+12,000
New +$239K ﹤0.01% 667
2020
Q2 		– Sell
-9,268
Closed -$15K – 828
2020
Q1 		$15K Buy
+9,268
New +$253K ﹤0.01% 410

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 $3.38T AUM 44.17% 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

Focused Wealth Management's T Position: Q2 2026 in Review

Focused Wealth Management increased its AT&T (T) stake by 7.4% in Q2 2026, buying an estimated $101K and bringing the position to 59,543 shares worth $1.23M. The position accounts for 0.11% of the portfolio, ranked #78.

Focused Wealth Management first reported a position in T in Q3 2013 and has held it in 52 quarters since. The position peaked at $2.65M in Q3 2025. 2,696 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Focused Wealth Management held 59,543 shares of AT&T worth $1.23M as of Q2 2026.
  • Focused Wealth Management bought 4,081 AT&T shares in Q2 2026, an estimated $101K.
  • AT&T made up 0.11% of Focused Wealth Management's portfolio in Q2 2026, its #78 holding.
  • Focused Wealth Management first reported a position in AT&T in Q3 2013 and has held it in 52 quarters since.
  • Focused Wealth Management's AT&T position peaked at $2.65M in Q3 2025.
  • 2,696 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.