GWMIA
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Global Wealth Management Investment Advisory’s AT&T T Stock Holding History

Global Wealth Management Investment Advisory’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
Q1 		– Sell
-11,514
Closed -$286K – 165
2025
Q4 		$286K Buy
11,514
+3,006
+35% +$76.1K 0.05% 130
2025
Q3 		$240K Buy
8,508
+1,185
+16% +$33.6K 0.04% 143
2025
Q2 		$212K Buy
+7,323
New +$202K 0.04% 139
2024
Q1 		– Sell
-4,579
Closed -$76.8K – 399
2023
Q4 		$76.8K Sell
4,579
-1,125
-20% -$17.8K 0.02% 161
2023
Q3 		$85.7K Sell
5,704
-2,413
-30% -$35.4K 0.02% 162
2023
Q2 		$129K Buy
+8,117
New +$138K 0.04% 147
2022
Q4 		– Sell
-239,174
Closed -$3.67M – 140
2022
Q3 		$3.67M Buy
239,174
+8,346
+4% +$152K 1.31% 22
2022
Q2 		$4.84M Buy
230,828
+56,056
+32% +$1.12M 1.63% 15
2022
Q1 		$3.12M Buy
174,772
+11,446
+7% +$212K 0.93% 38
2021
Q4 		$3.04M Buy
163,326
+5,330
+3% +$99.6K 0.91% 38
2021
Q3 		$3.22M Sell
157,996
-614
-0.4% -$12.9K 1.02% 33
2021
Q2 		$3.45M Buy
158,610
+5,169
+3% +$118K 1.15% 26
2021
Q1 		$3.51M Buy
153,441
+15,909
+12% +$352K 1.27% 25
2020
Q4 		$2.99M Buy
137,532
+8,074
+6% +$174K 1.16% 27
2020
Q3 		$2.79M Sell
129,458
-15,366
-11% -$343K 1.21% 27
2020
Q2 		$3.31M Buy
144,824
+7,827
+6% +$178K 1.41% 19
2020
Q1 		$3.02M Buy
136,997
+21,543
+19% +$589K 1.52% 17
2019
Q4 		$3.41M Sell
115,454
-1,050
-0.9% -$30.3K 1.44% 20
2019
Q3 		$3.33M Buy
116,504
+1,217
+1% +$32.2K 1.52% 18
2019
Q2 		$2.92M Buy
115,287
+2,652
+2% +$63.6K 1.41% 19
2019
Q1 		$2.67M Sell
112,635
-2,818
-2% -$64.8K 1.39% 20
2018
Q4 		$2.49M Buy
+115,453
New +$2.69M 1.45% 13

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Global Wealth Management Investment Advisory's T Position: Q1 2026 in Review

Global Wealth Management Investment Advisory sold out of AT&T (T) in Q1 2026, closing a stake of 11,514 shares — an estimated $286K sold.

Global Wealth Management Investment Advisory first reported a position in T in Q4 2018 and held it in 22 quarters. The position peaked at $4.84M in Q2 2022. 2,982 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Global Wealth Management Investment Advisory reported no remaining AT&T position as of Q1 2026 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 11,514 AT&T shares in Q1 2026, an estimated $286K.
  • Global Wealth Management Investment Advisory first reported a position in AT&T in Q4 2018 and held it in 22 quarters.
  • Global Wealth Management Investment Advisory's AT&T position peaked at $4.84M in Q2 2022.
  • 2,982 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2026, filed 1 May 2026.