GWM
T icon

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

Gilpin 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
Q3 		$34.7K Buy
1,421
+9
+0.6% +$217 0.02% 247
2026
Q2 		$29.2K Hold
1,412
– – 0.02% 238
2026
Q1 		$40.9K Hold
1,412
– – 0.03% 209
2025
Q4 		$35.1K Buy
+1,412
New +$35.7K 0.03% 205

Other funds holding T

QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Gilpin Wealth Management's T Position: Q3 2026 in Review

Gilpin Wealth Management increased its AT&T (T) stake by 0.64% in Q3 2026, buying an estimated $217 and bringing the position to 1,421 shares worth $34.7K. The position accounts for 0.02% of the portfolio, ranked #247.

Gilpin Wealth Management first reported a position in T in Q4 2025 and has held it in 4 quarters since. The position peaked at $40.9K in Q1 2026. 147 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • Gilpin Wealth Management held 1,421 shares of AT&T worth $34.7K as of Q3 2026.
  • Gilpin Wealth Management bought 9 AT&T shares in Q3 2026, an estimated $217.
  • AT&T made up 0.02% of Gilpin Wealth Management's portfolio in Q3 2026, its #247 holding.
  • Gilpin Wealth Management first reported a position in AT&T in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's AT&T position peaked at $40.9K in Q1 2026.
  • 147 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.