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GeoWealth Management’s AT&T T Stock Holding History

GeoWealth 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 		$705K Buy
34,061
+1,246
+4% +$30.9K 0.02% 414
2026
Q1 		$951K Buy
32,815
+2,494
+8% +$66.6K 0.03% 301
2025
Q4 		$753K Buy
30,321
+582
+2% +$14.7K 0.03% 349
2025
Q3 		$840K Sell
29,739
-1,995
-6% -$56.7K 0.03% 340
2025
Q2 		$918K Buy
31,734
+4,991
+19% +$138K 0.04% 275
2025
Q1 		$756K Sell
26,743
-39,947
-60% -$1M 0.03% 331
2024
Q4 		$1.52M Buy
66,690
+3,430
+5% +$77.2K 0.05% 214
2024
Q3 		$1.39M Buy
63,260
+9,152
+17% +$182K 0.05% 236
2024
Q2 		$1.03M Buy
54,108
+5,102
+10% +$88.7K 0.05% 266
2024
Q1 		$863K Buy
49,006
+8,100
+20% +$138K 0.03% 327
2023
Q4 		$686K Buy
40,906
+31,525
+336% +$498K 0.06% 272
2023
Q3 		$141K Sell
9,381
-7,423
-44% -$109K 0.02% 313
2023
Q2 		$269K Sell
16,804
-696
-4% -$11.9K 0.03% 220
2023
Q1 		$337K Sell
17,500
-1,491
-8% -$28.5K 0.04% 167
2022
Q4 		$350K Sell
18,991
-298
-2% -$5.33K 0.04% 174
2022
Q3 		$295K Buy
19,289
+786
+4% +$14.3K 0.03% 201
2022
Q2 		$388K Sell
18,503
-7,867
-30% -$157K 0.05% 185
2022
Q1 		$471K Sell
26,370
-4,094
-13% -$75.7K 0.04% 214
2021
Q4 		$565K Buy
30,464
+11,441
+60% +$214K 0.05% 194
2021
Q3 		$388K Sell
19,023
-94
-0.5% -$1.98K 0.03% 243
2021
Q2 		$416K Buy
19,117
+2,812
+17% +$64K 0.05% 165
2021
Q1 		$373K Buy
16,305
+731
+5% +$16.2K 0.06% 148
2020
Q4 		$338K Sell
15,574
-477
-3% -$10.3K 0.05% 168
2020
Q3 		$353K Sell
16,051
-2,583
-14% -$57.7K 0.11% 109
2020
Q2 		$426K Buy
+18,634
New +$424K 0.18% 100
2019
Q4 		– Sell
-42,228
Closed -$1.21M – 206
2019
Q3 		$1.21M Buy
+42,228
New +$1.12M 0.27% 55

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

GeoWealth Management's T Position: Q2 2026 in Review

GeoWealth Management increased its AT&T (T) stake by 3.8% in Q2 2026, buying an estimated $30.9K and bringing the position to 34,061 shares worth $705K. The position accounts for 0.02% of the portfolio, ranked #414.

GeoWealth Management first reported a position in T in Q3 2019 and has held it in 26 quarters since. The position peaked at $1.52M in Q4 2024. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • GeoWealth Management held 34,061 shares of AT&T worth $705K as of Q2 2026.
  • GeoWealth Management bought 1,246 AT&T shares in Q2 2026, an estimated $30.9K.
  • AT&T made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #414 holding.
  • GeoWealth Management first reported a position in AT&T in Q3 2019 and has held it in 26 quarters since.
  • GeoWealth Management's AT&T position peaked at $1.52M in Q4 2024.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.